Workflow map
Practice workflow
Calendar work turns client and document signals into dated obligations, agenda items, and review timing.
Current optimization
Convert obligations into dated work instead of passive reminders.
Handoff rule
Move only when due dates connect back to client support and review timing.
Ready signal
Urgent, waiting, and scheduled work is visible with client or agency context.
1SetupPractice profile, capacity, service focusGuided onboarding2LeadQualified prospect and offer fitGrowth3ClientOnboarding, tasks, contacts, follow-upClients4DocumentsVault evidence and review-ready filesDocuments5CalendarDue dates, agenda, and remindersCalendar6BooksInternal ledger support and close packBooks7BillingPlan posture, invoices, and support pathBilling8ReviewReviewed action, export, or client handoffDaily queue
Urgent
3
Needs immediate attention
Overdue
1
Past due reminders
Waiting
1
Client support missing
Client work
3
Client-linked deadlines
Month View
November 2027
Deadline placement by due date, with urgent work separated into the agenda rail.
Overdue
Due This Week
Waiting on Client
Scheduled
This month
6 itemsApr 28, 2026SSS Employer Contribution RemittanceOverdueMay 3, 2026BIR Monthly VAT FilingDue This WeekMay 6, 2026CPD Unit Reconciliation ReviewDue This Week
Open full agendaSun
Mon
Tue
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Thu
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Sat
31
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11
Coverage
Linked work
Client deadlines3
Accreditation deadlines3
Compliance calendar boundary
Treat these reminders as workflow support. Final filing validity still depends on the actual authority requirements, complete support, and human review.