Your filing dates live in a spreadsheet, a wall calendar, and your memory — so one overlooked date turns into a penalty and an awkward call.
Tracking filing dates, extensions, and compliance tasks across clients in your head and a spreadsheet is how deadlines slip. CPA Buddy tracks every deadline across jurisdictions and reminds the right person before it is late.
A single missed filing is rarely just an apology. In Canada, the CRA late-filing penalty can be 5% of the balance owing plus 1% for each month late; in the US, the IRS failure-to-file penalty can run 5% per month up to 25%. Add the client you lose when it was your job to remember — and the math gets ugly fast.
Personal, corporate, trust, sales tax, and extension dates are tracked per client across CRA, IRS, and other jurisdictions — not scattered across tabs and sticky notes.
Automated workflow reminders nudge the assigned staff member before a date is due, so nothing depends on someone happening to remember.
Each upcoming filing becomes a task with an owner and a due date, moving through your review steps so you can see what is on track and what is at risk.
Build a deadline workflow once and assign it to hundreds of clients. Recurring dates regenerate each cycle — set it up once, not every year.
The system holds every deadline, so a partner being out or a staff member leaving never means a missed filing.
At-risk filings surface early while there is still time to act — not the morning they are due.
Hundreds of returns move through your firm with a clear status on each one, instead of a frantic spreadsheet review.
Explore the capabilities that make this solution work.
CPA Buddy tracks multi-jurisdiction deadlines including CRA (T1, T2, T3, GST/HST) and IRS filings, plus extensions. Deadlines are tracked per client so you see exactly who is due and when.
Yes. Deadline workflows send automated reminders to the assigned staff member ahead of each due date, so a filing never depends on someone remembering to check a spreadsheet.
Yes. Build a deadline workflow once and assign it across your client base. Recurring filings regenerate each cycle, so you are not rebuilding your calendar every year.
Upcoming and overdue filings surface on dashboards and as tasks with owners, so at-risk work is visible early — while there is still time to act.
Stop tracking filing dates in your head and a spreadsheet. Start your 30-day free trial and let CPA Buddy track and remind you of every deadline — no credit card required.
30-day free trial. No credit card. No IT or consultant required.
