DueDateHQ
Open the workbench
GLASS-BOX DEADLINE INTELLIGENCE

See deadline risk before it becomes a missed filing.

DueDateHQ is the deadline intelligence workbench for US CPA practices. Every deadline, every IRS rule, every state-level alert traces back to its official source — in one keyboard-first console built for the Monday 5-minute triage.

Open the workbench See the workflow
No black-box AI Cites every number Keyboard-first 24h Alert SLA
Workbench / Today / This week
⌘K Command
ALERT

CA-FTB extends Form 540 + 540-ES to Oct 15 · Affects 12 of your clients.

Review →
DEADLINE RADAR · THIS WEEK
Apr 25 — May 01
12
+3 vs last Mon
AI weekly brief
[1] IRS Pub 509
READY

Start with Acme and Birchwood: both are inside the seven-day window, have complete source trails, and need review.

CRITICAL CLIENTS
5
REVIEW NEEDED
12
ALERTS (24h)
3
FILED THIS WEEK
11
This Week · 12 This Month · 21 Long-term · 8
live preview · not your data
PRIORITY ↕ CLIENT ⌄ FORM
DUE ⌄ ↕
STATUS ⌄ SEVERITY
NEXT STEP ⌄ ↕
EVIDENCE
88.4 #1
Acme LLC
87-1234567
 1120-S
in 3d Apr 28
Review critical Review source IRS Pub 509
81.2 #2
Birchwood Co
87-9988776
 1065
in 4d Apr 29
Waiting critical Await client IRS Pub 509
63.7 #3
Crestmont Inc
88-2233445
 1120
in 7d May 02
In progress high Finish review IRS Pub 509
42.5 #4
Delta Group
88-7654321
 540-ES
in 15d May 10
Pending medium Review alerts CA-FTB FR-31
E Evidence J / K Move row ⌘K Command
RULE 00 01 TRIAGE
30 sec

See this week’s 5 most urgent clients on the Monday console. Deadline Radar loads instantly — your Monday triage queue is ready before you are.

RULE 00 02 MIGRATE
30 min

Paste, map, normalize, generate. 30 clients to a verified annual calendar in one sitting — no per-client setup wizards.

RULE 00 03 ALERTS
24 hrs

Monitored state filing notices and IRS updates reach Today and email within a day, with a source excerpt and a one-click apply across affected clients.

01 THE PROBLEM WITH TODAY’S STACK

Excel + Outlook + 50 state websites — one missed deadline away from trouble.

1–10-person CPA practices stitch together legacy desktop trackers, regulatory PDFs, and spreadsheet calendars. The result: deadline work scattered across tools, state changes buried in email, and Monday triage that takes a full morning.

A single missed federal or state filing deadline can sit unnoticed for weeks

STATE WATCH avg / firm / yr

14 rule changes ship in a 30-day window. You need to know which 4 hit your clients.

Alerts condense every IRS notice and 50-state filing change into a single in-app banner with `source_excerpt`, `source_url`, and a one-click apply path.

Rule changes, last 30 days 14 changes · 50 states + DC
CA-FTB Form 540 deadline change Apr 25
NY-DTF MTA-305 surcharge update Apr 22
IRS Pub 509 calendar revision Apr 18
NOTICE TRIAGE avg / firm / yr

312 inbox items per week, 4 of which put a client deadline at risk.

Email digests + in-app banners replace inbox archeology. Owner is the only signer; no notice slips into a junior’s drafts.

Inbox · unread 312 unread · 4 critical
CA-FTB Disaster relief postponement — LA county 9:42
IRS Quarterly publication update for tax year 2026 Wed
Drake Software update notice — needs your action Mon
QuickBooks 8 client documents await classification Sun
MIGRATION DRAG avg / firm / yr

4 hours of typing to move 30 clients from File-In-Time to anywhere.

Migration Copilot maps, standardizes, and generates the year’s calendar in a typical 30-minute session — no per-client setup wizards. Every imported client carries an evidence link to its source row.

File-In-Time export → spreadsheet 30 clients · 4 hrs typing
Acme LLC — missing EIN LOW 0.62
Birchwood Co — unclear state LOW 0.62
Crestmont Inc — wrong entity type LOW 0.62
Delta Group — deadline format ? LOW 0.62
02 THE WORKFLOW

Triage. Migrate. Verify. Three surfaces, one console.

DueDateHQ is built around three product rules: every action lives on the keyboard, every number is mono-tabular, every AI output cites its source. Below: three slices of the actual workbench.

01 TRIAGE · 30 SECONDS

The Monday console.

Owner opens the laptop, sees five urgent clients, the evidence status, and the first action keystroke. Smart Priority ranks by days remaining, evidence completeness, and alert status — no AI in the triage path.

⌘K Command E Evidence
Today · Monday triage · 2026-04-25 08:14
This weekThis monthLong term
ALERT

IRS extends Form 1040 to Oct 15 · 18 of your clients now in the new window.

Apply to 18 →
OPEN
18
DUE THIS WEEK
12
NEEDS REVIEW
5
PRIORITY ↕ CLIENT ⌄ FORM
DEADLINE ⌄ ↕
STATUS ⌄ SEVERITY
NEXT STEP ⌄ ↕
EVIDENCE
88.4 #1 Acme LLC 1120-S
in 3d Apr 28
Needs review critical Review source 2 sources
81.2 #2 Birchwood Co 1065
in 4d Apr 29
Waiting critical Await client 1 source
63.7 #3 Crestmont Inc 1120
in 7d May 02
In progress medium Finish review Open
02 MIGRATE · 30 MINUTES

Paste, map, normalize, generate.

Migration Copilot maps 30 fields per client with confidence-graded suggestions. High-confidence matches apply automatically; lower-confidence ones are flagged for a quick human check — you nudge, you don’t retype.

⌘V Paste Tab Next field
Migration Copilot · Step 2 of 4
Intake → AI Mapping → Normalize → Genesis
FIT EXPORT COLUMN DUEDATEHQ FIELD SAMPLE CONFIDENCE
ClientName client.legal_name Acme Holdings LLC HIGH 0.97
EIN_TIN client.ein 87-1234567 HIGH 0.99
Entity client.entity_type · entity.s_election=true LLC (S-corp election) HIGH 0.96
Filing State client.states[] CA, NY MED 0.84
Notes migration.notes Quarterly review needed LOW 0.71
30 rows · AI mapper avg conf 0.91 Apply mapping
03 VERIFY · EVERY CLAIM

No provenance, no render.

Every AI sentence and every rule citation links back to a `source_url`, a `source_excerpt`, and a `verified_at`. If those three fields are missing, DueDateHQ shows a verification-needed state instead of a recommendation.

E Open evidence Esc Close
Evidence drawer · Acme LLC · 1120-S due Apr 28
HIGH 0.97 ESC · close
CLIENT
Acme Holdings LLC
EIN
87-1234567
FORM
1120-S
DUE DATE
2026-04-28
DAYS LEFT
3 days
NEXT STEP
Review source
DEADLINE RULE
IRS Pub 509 · filing calendar
SOURCE irs.gov / pub / 509 · §3 · v17 verified 2026-04-25T08:14:03Z by alert-ingest-3.2
SOURCE EXCERPT

"If an S corporation election was made and the corporation files Form 1120-S on the basis of a calendar year, the return is due on or before March 15. If the corporation operates on a fiscal year, the return is due on or before the 15th day of the third month after the close of the tax year."

SOURCE
irs.gov · v17
VERIFIED BY
alert-ingest-3.2
REVIEWED
sarah@firmname
STATUS
done
03 THE GLASS-BOX GUARANTEE

Every number on Today clicks back to its source.

AI is allowed to summarize, suggest, and draft. It is never allowed to render a recommendation without a verifiable source URL, a source excerpt, and a server-side timestamp. The interface fails closed: missing provenance → verification-needed state.

Glass-Box Guard · every AI claim is validated against its source

VERIFIED CITATIONS
100 %

Every AI sentence and every rule citation carries source_url + source_excerpt + verified_at, or is suppressed.

OFFICIAL SOURCES
48 +

IRS, FTB, DTF · 50-state filing authorities, organized into one rule library.

ALERT SLA
24 h

From source publication to in-app banner + email digest, with the affected client list pre-computed.

BLACK-BOX SUGGESTIONS
0

AI never auto-applies a rule. Apply is always a keyboard action by a human in the loop.

WHY CPAs TRUST IT
Per-practice isolation your data stays inside your own practice — never shared across firms Evidence every claim · source + excerpt Audit log apply · undo · revert recorded Email-first no client portal vault required
30 sec / Monday triage SOURCE-BACKED DEADLINE OPERATIONS

Open the workbench. Let the sources speak.

Open the workbench Contact sales trial available · cancel anytime

Start with a trial or demo workspace, then keep the practice live on Solo when the first source-backed queue is ready. No native app. Sign in with Google and the first deadline review appears within ten minutes of your first paste.