Managing Deadlines Across Multiple Clients Without Losing Track

January is coming. You have 200 self-assessment clients, and somewhere in a spreadsheet is the answer to which ones are on track. But the spreadsheet was last updated three days ago, and nobody is quite sure if it is accurate anymore.

The spreadsheet problem

Spreadsheets for deadline tracking work until they don't. They rely on someone remembering to update them. They can't send alerts. Multiple people editing causes chaos. And the bigger they get, the slower and scarier they become.

What you actually need

A single view of all deadlines, updated automatically where possible, with clear status indicators. Red means at risk. Amber means needs attention. Green means on track. No hunting through tabs or decoding colour codes that only one person understands.

Alerts for deadlines approaching with no activity. The ability to filter by client type, staff member, or deadline date. Historical data so you can spot patterns and plan better next year.

The goal is confidence

The real benefit is not the software itself. It is the confidence that nothing is being missed. That feeling of control during busy season, knowing you can see exactly where everything stands at any moment.