Small accountancy firms track hundreds of deadlines across dozens of clients — tax returns, VAT submissions, accounts filings, payroll dates. A spreadsheet works until it doesn’t.
The Problem with Spreadsheets for Accountants
A typical firm might track deadlines in Excel, client details in another sheet, document status in a third, and outstanding fees in a fourth. These sheets don’t talk to each other. Deadlines get missed. Documents get lost.
What a Custom System Looks Like
- Client dashboard: Every client’s deadlines, document status, and outstanding fees in one view.
- Deadline tracker: Automatic alerts 30, 14, and 7 days before each filing deadline. RAG status for instant overview.
- Document checklist: Track which documents have been received from each client. Chase reminders generated automatically.
- Fee tracking: Outstanding invoices, payment status, and monthly revenue reporting.
A custom build costs less than a year’s subscription to practice management software and does exactly what your firm needs.
Got a Spreadsheet That's Driving You Mad?
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