Accountant Client & Deadline Tracker

About the Accountant Client & Deadline Tracker

Missing a filing deadline is every accountant's nightmare — this tracker makes sure it never happens. Keep all your clients in one place, log every job (self-assessment, VAT, accounts, payroll, bookkeeping) with its period, deadline and status, and the dashboard flags exactly what is due soon and what is overdue, so your whole practice stays on top of its deadlines.

The dashboard shows your clients, jobs in progress, jobs due in the next 30 days, anything overdue, jobs filed this year and your fees, with a breakdown of jobs by type. It is a simple, purpose-built practice-management tool for independent accountants and bookkeepers who want to look organised and never file late.

Built in Excel and Google Sheets with a clean layout and sample data, it works on any device. Pair it with our [Bookkeeping Tracker](#/product/bookkeeping-tracker) and [Self-Assessment Tax Prep](#/product/self-assessment-prep) that you can offer your own clients.

Who it's for

What's included

• Client list with fees and onboarding dates
• Jobs with period, deadline and status
• Dashboard: due in 30 days, overdue and filed
• Jobs-by-type breakdown
• Fees tracking; sample data included
• Works in Excel and Google Sheets, on any device

How to download & use it

1. Check your email. The moment your payment goes through, we email your files to the address you enter at checkout. They usually arrive within a minute or two — if not, check your spam or promotions folder.
2. Download your files. Open the email and click the download button. Your files save straight to your device — nothing is posted, it is all instant and digital. Keep the email so you can re-download any time.
3. Open it. Open the file in Microsoft Excel, or upload it to Google Sheets (in Google Drive: New → File upload, then open with Google Sheets). It works on desktop, tablet and mobile.
4. Make it yours. Type into the highlighted input cells — everything else calculates automatically. Most files include a "Start Here" tab and sample data to guide you.

Need a hand? Every purchase includes free email support and free updates for life. If a file ever will not open, reply to your receipt and we will sort it.

Frequently asked questions

Does it flag deadlines?

Yes — it shows what is due in 30 days and highlights anything overdue.

Is it for a whole practice?

Yes — track all your clients and jobs in one place.

Related searches

Instant digital download. Nothing is shipped. Files are delivered to your email the moment you buy, and you can re-download them any time. Single-business licence.