Compliance Calendar for CPA Firms

Track every tax deadline across your entire firm with reusable templates. No more spreadsheets, no more missed due dates.

How Does the Compliance Calendar Work?

1

Create Compliance Templates

Build reusable templates with key dates and deadlines for each engagement type: individual, business, payroll, and more.

2

Apply to Client Binders

Assign a compliance template to any client binder. All dates from the template populate the client's calendar automatically.

3

Track Deadlines at a Glance

View all upcoming deadlines across your firm in a single calendar view. Filter by client, engagement type, or date range.

What Are the Key Calendar Capabilities?

Template-Based Deadlines

Create compliance templates with filing deadlines, estimated payment dates, and extension dates. Reuse them across clients.

Apply Once, Use Everywhere

Apply a template to multiple client binders with one action. Update the template and changes reflect across all assigned clients.

Firm-Wide Calendar View

See all deadlines across your entire firm in a unified calendar. No more spreadsheets or sticky notes.

Client-Visible Deadlines

Clients see their own deadlines in the portal, reducing "when is my return due?" questions.

Reminder Integration

Pair calendar deadlines with automated email reminders so clients are notified before due dates arrive.

Custom Date Tracking

Track any date relevant to your engagements: filing deadlines, estimated payments, extension dates, K-1 due dates, and more.

Why Does a Compliance Calendar Matter for CPA Firms?

Problem: Tracking deadlines across hundreds of clients in spreadsheets

Solution: Template-based compliance calendars replace spreadsheets with a structured, firm-wide deadline view.

Problem: Clients constantly ask when their return is due

Solution: Client-visible calendars in the portal let clients check their own deadlines anytime.

Problem: Setting up deadlines individually for every new client

Solution: Create a template once and apply it to every client binder of that engagement type in seconds.

Problem: Missed deadlines that result in penalties and client complaints

Solution: Centralized calendar combined with automated reminders ensures no deadline slips through the cracks.

Frequently Asked Questions

What is a compliance template in Taxhance?
A compliance template is a reusable set of deadlines and dates that CPAs create once and apply to multiple client binders. For example, you might create a "1040 Individual" template with estimated tax payment dates, filing deadline, and extension deadline, then apply it to every individual client.
Can clients see their compliance calendar?
Yes. Clients can view their compliance calendar through the client portal. They see upcoming deadlines relevant to their engagement, helping them stay aware of important dates without needing to ask their CPA.
Does the compliance calendar send notifications?
The compliance calendar works alongside the automated reminders feature. When deadlines approach, you can configure reminder sequences to notify clients of upcoming dates and required actions.
Can I create different templates for different engagement types?
Yes. You can create as many compliance templates as you need — one for individual 1040 filers, another for S-Corp clients, another for quarterly payroll, and so on. Each template is applied independently to the relevant client binders.

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Track every deadline across your firm with reusable templates. No credit card required. Plans start at $39/mo billed annually.

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