TaxCalendar helps firms track recurring obligations, plan team workflow, sync key dates to Outlook and automate client reminder emails so fewer lodgements slip through the cracks.
We are deliberately keeping TaxCalendar simple: fewer moving parts, clearer due dates and practical tools your team can use without a long implementation project.
See obligations, due dates, client status and firm risk in one clear view.
Automate client follow-up without losing control of tone, timing or visibility.
Plan internal work separately from statutory lodgement dates.
Keep client, entity and obligation setup structured across the firm.
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.
Add clients individually or bulk import client, entity and recurring obligation data using structured templates.
Set firm-wide reminder timings, simple or complex obligation templates, Outlook calendar sync and workflow dates.
Use manager views, workflow allocation, client statuses, reminder queues and email activity to keep lodgements moving.
Every plan includes the same TaxCalendar platform. Pricing simply scales with the number of clients your firm manages, so you can start with a clean compliance workflow and expand as your client base grows.
For firms replacing spreadsheets with structured compliance visibility.
Includes all core workflow, reminder and visibility features.
For growing firms standardising reminders, statuses and workflow allocation.
Includes all core workflow, reminder and visibility features.
For established firms that need manager-level visibility across larger teams.
Includes all core workflow, reminder and visibility features.
For larger firms that need tailored onboarding, volume terms and workflow support.
Includes all core workflow, reminder and visibility features.
TaxCalendar is designed for accounting firms that need clear visibility across client obligations, internal workflow dates, recurring work, Outlook calendars and outbound client communication. Instead of jumping between spreadsheets, calendars and inbox checks, your team gets one visible system for what is due, what is planned, what has been sent and what needs attention next, simple.
TaxCalendar supports the way accounting teams actually work: simple or complex obligation templates, manager-level visibility, workflow allocation, recurring obligation automation and calendar integrations that keep important dates visible before they become urgent.
The roadmap is focused on practical integrations, with ATO integration as the main priority. The aim is to keep TaxCalendar simple while reducing manual checks, follow-up noise and the admin that slows lodgement work down.
Our main integration focus is connecting with the ATO to reduce manual checks and keep obligation information easier to manage from one place.
We are exploring practical connections with the tools firms already use for calendars, email, workflow and client communication.
We are looking at AI-assisted email handling to help firms identify replies, summarise client responses and surface follow-up work faster.
Book a demo, ask about imports, or talk through how dashboard visibility, workflow planning, Outlook sync and reminder automation could support your current compliance process.
