Deadline management
Why it makes sense
Meeting deadlines is critical in accounting. TAXY lets you plan, track and notify about important date milestones (VAT filings, year-end closings, document submission deadlines). This reduces the risk of penalties and improves work planning in the office.
Recurring and one-off deadlines
Deadlines tied to documents and clients
Clear for everyone involved
How does deadline management work?
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Set deadlines in the appassignment_add
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Assign tasks based on deadlinescheck_box
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Track deadline fulfilment in real timehistory
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A history of all deadlines and tasksWhat this feature brings you
Automated deadline management brings certainty and peace of mind for everyone involved.
A central source
All due dates, closings and recurring deadlines in one place.
Linked to tasks
Set up obligations and priorities so nothing urgent goes unresolved.
Deadline templates
Set up recurring obligations for your whole client portfolio in a few clicks.
Deadline management
Deadlines connected to tasks and clients
Deadline management in TAXY is tightly connected to the task manager and other parts of the system. You can easily attach a deadline and a responsible person to every task, whether from your team or among clients. The practice owner has an overview of all obligations and can see that every deadline is met on time.
The traditional approach vs. working with TAXY
How working with deadlines changes with automation
Manual management
Writing deadlines into a calendar by hand
Forgotten alerts for important deadlines
Endless reminder emails
Missed deadlines and fines
No overview of what's been met
Working with TAXY
Automatic deadline recognition from documents
Easy setup of recurring deadlines
Centralised alerts in the system
Automatic monitoring and overrun prevention
A complete history and fulfilment overview
Start with intelligent deadline management
Never miss an important deadline again. A clear view of all deadlines in one app saves you time and money.