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Try everything free for 30 days
Set up your firm and use the full TaxCalendar platform before choosing a paid monthly plan.
The obligation tracker that sends automated reminders to your clients
Track recurring obligations, plan team workflow, automate client reminders, manage replies, build client calendars and export or email key dates from one secure workspace built for accounting firms.
Simple by design
We're not trying to replace your practice management system. TaxCalendar does one thing well: client obligations, due dates and reminders — a guided bulk import, clearer due dates and recurring reminders that keep clients in the loop, without asking your firm to migrate anything.
Full platform access for 30 days. Choose a monthly plan when the trial ends.
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Bulk import your client list
Use the guided Excel workbook to add clients, entities, managers and different obligations for each client in one structured import.
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Set the cycle up once
When recurring work is completed, TaxCalendar generates the next obligation and applies your reminder rules so future client follow-up stays prepared.
Firm-wide Dashboard
See obligations, due dates, client status and firm risk in one clear view.
Filter upcoming, overdue and lodged work by manager, client, status and type.
Use calendar and list views to understand what needs attention next.
Keep partners and managers aligned before deadlines become urgent.
Automated Reminders
Automate client follow-up without losing control of tone, timing or visibility.
Schedule reminders for standard windows or firm-specific due date rules.
Generate the next recurring obligation and its upcoming reminder cycle when current work is completed.
Use templates by obligation type, reminder timing and client context.
Track queued, sent, opened, bounced and failed reminder activity.
Workflow Planner
Plan internal work separately from statutory lodgement dates.
Allocate obligations and internal tasks onto practical workflow dates.
Switch between week, fortnight and month planning views.
Create recurring tasks for BAS, IAS, payroll, bookkeeping and reviews.
Client Obligations Calendars
Turn each client's recurring obligations into a useful financial-year calendar.
Project monthly, quarterly and annual obligations into the current and following financial year.
Download calendars as ICS, styled PDF or CSV files.
Email a client their calendar and attachments directly from TaxCalendar.
Imports and Client Setup
Set up different entities and obligations for each client without rebuilding the same dates by hand.
Use Smart Dates to prepopulate known recurring due dates and guide custom dates only where needed.
Select the relevant obligations for each individual client.
Prepopulate recurring dates while keeping custom dates available where required.
Firm Security and Access
Keep each firm's client data separated and give team members access appropriate to their role.
Tenant-isolated client, obligation, workflow and email access.
Firm admin, director, manager and staff views with client allocation controls.
Two-factor authentication, protected integrations and audit visibility.
About
An obligation tracker that reminds clients for you, automatically.
TaxCalendar tracks every client obligation on a recurring cycle and sends the due-date reminder emails for you. Set the pattern once and there is no new work item to create each period — every client, every due date and every reminder sent sits on one dashboard, so nothing slips through because an accountant was flat out or a client was not given enough notice or a follow-up.
We are not trying to be your practice manager. TaxCalendar is an obligation tracker, and that is the one job we focus on doing well — without asking your firm to migrate anything or run a heavier system alongside it.
Recurring by default: set an obligation's cycle once and TaxCalendar keeps generating it and reminding clients every period without manual setup.
One dashboard for every client and due date, so nothing gets missed because someone was too busy to check an inbox or a spreadsheet.
Automated reminders give clients proper notice and a follow-up, not a single late email, cutting missed deadlines on both sides.
Why it matters
Less chasing, more value for the client
A missed obligation costs a client money and costs an accountant time explaining a penalty instead of doing work that actually matters. On-time, automatic reminders help clients keep more of their own money instead of paying for a missed deadline, and free accountants from chasing replies and justifying late fees — while clients still get the regular contact that shows the value in having an accountant.
Available now
The compliance workflow your firm can use today
Set up clients and recurring obligations, plan the work, automate reminders, track delivery and replies, share client calendars and manage team access in one firm-wide workspace.
Obligation dashboard
Track upcoming, overdue and lodged obligations across every client, with calendar and list views plus filters for type, manager and status.
Automated reminders and email visibility
Use obligation-specific templates and staged reminder timings, then review queued, sent, opened, clicked, bounced and failed emails alongside replies.
Workflow and team planning
Schedule obligation work and internal recurring tasks separately from statutory deadlines, allocate staff and review capacity by week, fortnight or month.
Client calendars and Outlook sync
Sync obligation and workflow dates to Outlook, or give clients a personalised financial-year calendar as a styled PDF, CSV or ICS file.
AI assistant and direct navigation
Ask about clients, obligations, reminder history, workflow and capacity, then move directly to the relevant client record, calendar or workflow view.
Firm setup, imports and secure access
Bulk import clients and obligations, invite firm admins, directors, managers and staff, and control access through firm roles and client allocations.
How It Works
From recurring obligations to completed lodgements
Start with structured client and obligation records, then use templates, workflow dates, calendar sync and reminder automation to manage each compliance cycle from allocation to client follow-up.
Step 01
Set up clients and obligations
Add clients individually or bulk import their entities, contacts, managers and recurring obligations. Smart Dates fill common due dates while custom dates remain available.
Step 02
Plan work and automate follow-up
Schedule internal workflow dates, allocate staff, set reminder templates and timings, and sync the dates your team needs into Outlook.
Step 03
Track, lodge and repeat
Monitor upcoming and overdue work, email clients, review delivery and replies, mark obligations lodged, and let the next recurring cycle generate automatically.
Resources
Guides and calculators for Australian tax compliance teams
Learn how accounting firms manage BAS, IAS, ATO lodgement deadlines, client reminders, due dates, workflow and practice management with practical guides and calculators instead of fragile spreadsheets.
BAS due dates Australia
Plan quarterly BAS lodgement deadlines, client reminders and internal workflow before ATO dates become urgent.
ATO lodgement calendar
Understand how tax agents can turn ATO lodgement program dates into a practical firm-wide workflow.
Client reminder software
See how automated client reminders support compliance, due dates and public practice visibility.
ASIC compliance calendar
Track ASIC annual review dates and company statement obligations alongside BAS, IAS and tax return work.
Pricing
Start with 30 days free, then scale with your firm
Your first 30 days include full platform access. After the trial, every paid plan includes the same TaxCalendar platform and pricing simply scales with the number of active entities your firm manages.
Included in every plan
30-day free trial with full platform access
Full TaxCalendar platform access
Firm dashboard, calendar views and workflow planner
Client, entity, manager and obligation tracking
Automated email reminders and template management
Client obligation calendars with ICS, PDF and CSV exports
Direct client calendar emails with firm sign-off and attachments
Outlook integration for obligation and workflow dates
Guided Excel client imports with per-client obligations
Recurring obligations and reminders generated from firm rules
Bulk emails, replies and delivery visibility
Role-based access, two-factor authentication and AI assistance
Starter
$99/ month
Up to 250 entities
For firms replacing spreadsheets with structured compliance visibility.
Includes all core workflow, reminder and visibility features.
Growth
$249/ month
Up to 1,000 entities
For growing firms standardising reminders, statuses and workflow allocation.
Includes all core workflow, reminder and visibility features.
Professional
$499/ month
Up to 2,500 entities
For established firms that need manager-level visibility across larger teams.
Includes all core workflow, reminder and visibility features.
Enterprise
Custom pricingContact us
2,500+ entities
For larger firms that need tailored onboarding, volume terms and workflow support.
Includes all core workflow, reminder and visibility features.
What's Coming
Integrations that feel effortless.
TaxCalendar already includes calendar exports, client calendar emails, inbound email visibility, AI assistance, Outlook sync, guided imports and tax resources. The roadmap now focuses on deeper integrations and reducing the remaining manual checks.
In development
ATO integration
Our main integration focus is connecting with the ATO to reduce manual checks and keep obligation information easier to manage from one place.
In development
Practice management system integrations
We are exploring connections with the practice management systems firms already use — syncing client records automatically so you are not double-entering clients, and using obligation due dates to help drive workflow and task scheduling in the system your team works in every day.
In development
Smart Documents
Upload client documents such as BAS, IAS, income tax returns and ASIC statements, match them to the relevant obligation and prepare client approval communication with less manual data entry.
Contact
See how TaxCalendar could support your firm.
Book a demo, ask about imports, or talk through how dashboard visibility, workflow planning, client calendars, Outlook sync, AI assistance and reminder automation could support your current compliance process.
Book a walkthrough
See the dashboard, workflow planner, client calendars, Outlook sync, AI assistant and reminder automation together.
Plan your data import
Map your clients, entities, managers, recurring obligations and current lodgement tracking process.
Design your reminder flow
Review reminder timings, email templates, bulk communications, replies, delivery visibility and client calendar emails.