Deadline tracking, human-verified
Due dates a professional has verified against official sources sit in one tracker, with reminders and a weekly list for the partner.
Admin and operations help for small CPA, tax and bookkeeping firms. SI chases, organizes and drafts; professionals review, sign and decide. No tax advice, no filings, and client data stays protected under your firm's security plan.
Worth knowing: Administrative support only: SI does not give tax or accounting advice, prepare or sign returns or reports, file anything, or calculate legal deadlines. A qualified professional reviews, signs and approves all work product and every date SI tracks. Client information is used only in tools the firm has vetted, under its written security plan and with any client consent or agreements the rules require. SI never calculates or confirms a legal due date, never determines whether anyone must file, and reminders cover only dates a person entered and verified; tax dates and rules differ by state, so check yours.
The problem
Client due dates, extensions and recurring filings live in scattered calendars, and one missed date is costly.
What SI does
SI keeps a client calendar and tracker from due dates a professional has verified against official sources, reminds the assigned staff member at intervals the firm sets, and shows a weekly coming-up and overdue list for the partner.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Two-partner accounting firm
Dates a professional verified sit in one tracker. The weekly list shows what is coming up and what is overdue.
- Small tax-preparation office
Reminders go to the assigned staff member at intervals the firm set. SI does not add dates of its own.
- Solo CPA
The firm's calendar of record stays with the professional. SI only tracks what was entered.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds client information, the firm checks the tool against its written information security plan, confirms the agreements and any client consent required for tax return information, sets access controls and multi-factor authentication, and limits SI to the minimum necessary. Start with sample or made-up information. Use only dates a professional has already verified. The firm keeps its own calendar of record. Setup is often a few days.
What a human still checks
- The CPA, EA or preparer reviews and approves before anything goes to a client, agency or third party.
- SI never sends, files, e-signs or posts on its own.
- Unusual items go to a "needs professional review" queue.
- The firm decides what client data SI may see, and testing starts with sample or made-up information.
- A professional verifies every date against the IRS, state and local sources and decides extensions and whether a filing is required.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Keep a tracker from these due dates a professional has already verified [paste]. Remind assigned staff at these intervals [paste]. Show a weekly coming-up and overdue list. Do not calculate or confirm any due date, threshold or tax; list only what I give you for a professional to verify. Do not determine whether anyone must file. Tax dates and rules differ by state, so the firm checks theirs. Do not send anything. Do not calculate or confirm any due date, threshold or tax; list only what I give you for a professional to verify. Pause and show me before sending, filing, posting or changing anything. Use only the sample or made-up information I provide; do not include real client names, SSNs, account numbers or tax details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.