Start with structured client and obligation records
Early firms can have client data imported before go-live. Once the workspace is ready, the team can review missing emails, manager allocations and obligation setup from one onboarding flow.
How TaxCalendar Works
From imported client data to clearer tax compliance workflow
TaxCalendar is designed for firms that want a practical operating layer for recurring tax obligations without forcing clients or staff through a heavy setup project.
Built for accounting firms managing recurring BAS, IAS, income tax and compliance deadlines.
Supports imported client data, manager allocations and obligation templates.
Connects dashboard visibility with reminder emails and workflow planning.
Run recurring compliance from one dashboard
Managers can see upcoming, overdue and lodged obligations, then filter by client, obligation type, status or responsible team member.
Automate reminders while keeping visibility
Reminder schedules, email templates and delivery activity sit beside the compliance dashboard so firms can see what has been queued, sent or needs attention.
FAQ
Do clients need to upload their own data?
No. TaxCalendar can be prepared from firm-side client data so the workspace is useful before the firm starts using it.
Can firms change reminder settings later?
Yes. Reminder timings and templates can be reviewed from settings as the firm refines its compliance process.