Task Management
Due Dates
Task management to meet filing deadlines. Avoid penalties and file on time with Due Dates.
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Due Dates
Simplified task management
Task management
Collaborate with your team
Create tasks with automated due dates and collaborate with your team to submit as soon as possible.
Find all tasks in one place.
Documents details, labels and comments.
Assign tasks to your team.
Adjust task statuses to your workflow.
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Filing dates
Complies with filing dates
Automates the expiration date based on the task type. You can configure due dates per task in the configuration area.
Assign expiration dates to your tasks and automate reminders.
Extend the date of your assignment when extensions occur.
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Updates
Save time with mass changes
Many changes occur during the tax season. We provide you with tools and controls to make Mass Updates and Rollovers.
Bulk Updates: Specifies a set of conditions with an update function.
Rollover: Specify the clients you want to rollover and duplicate the task for the new tax year.
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Notifications
Do not incur penalties
Don't miss the filing date with notifications directly to your email.
Notifications within the system.
Email notifications.
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Avoid penalties
Don't manage your tasks with Excel
Organization
Organize your filings by client, spreadsheet and filing date.
Agile
Automatically assigns filing date to each form and receives alerts.
Visualize
Visibility of task actions according to your team and workflow.
Automate
Automatic email notifications.
We know how difficult it can be to manage and collaborate on filing tasks in programs like Excel.
- When your co-worker inadvertently deletes the task.
- When you type the filing date incorrectly.
- When the IRS changes the filing date at the last minute.
- And, of course, when your client asks you about the status of the return after the filing date...
Due Dates was born from the needs that preparers like you have. We don't fix your headaches, but we do lessen them.
Avoid penalties and file on time with Due Dates!
- When your co-worker inadvertently deletes the task.
- When you type the filing date incorrectly.
- When the IRS changes the filing date at the last minute.
- And, of course, when your client asks you about the status of the return after the filing date...
Due Dates was born from the needs that preparers like you have. We don't fix your headaches, but we do lessen them.
Avoid penalties and file on time with Due Dates!
Price
Simple and transparent pricing
Due Dates
To collaborate efficiently in filing tasks
*Save 17% when you pay annually
*Save 17% when you pay annually
$
12/month
Per user/month
Unlimited tasks and clients
Collaboration and team management
Adjust task status to your process
Task reports
Notifications due to expiration date
Technical support
Register
Contact sales at [email protected]
if you have more than 20 users.
Facility
Easy to use
Designed to manage your tasks in an easy, fast and intuitive way.
Data import and export
Technical support to ensure your success
Due Dates
Task management for preparers
Features
Including
Import customers and tasks
Create tasks with due date
Add description and tags to organize your tasks
Handling of date changes to tasks or filing date
Email notifications of date expiration to teams and users
Comprehensive reporting with workload visibility
Status customization to adjust the program to your team's process
Roles with controls to avoid losing tasks
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