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Client portals and deadline trackers for accounting firmsEvery deadline and document, in one place.

Paralleon builds filing trackers, client document checklists and workload dashboards for accounting and tax firms.

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Built for you by Paralleon, in accounts you own.

Filing deadlines

Example · made-up data

Client	Due	Status
Client 0142	in 4 days	Waiting on docs
Client 0187	in 6 days	In review
Client 0203	in 11 days	Ready to file
Client 0119	in 15 days	Filed

Where the time goes today.What we'd build instead.

Today

Due dates in a spreadsheet and on sticky notes
Chasing clients for documents by phone
No clear view of who has what due

What we'd build

Accounting and tax firms: more examples

Filing and deadline tracker
Team workload dashboard
Missing-document reminders

Try itTry the reminder demo. It runs on made-up data.

How a build works

Step 1: Free workflow review
Day 0
Step 2: One-page outline
Within 24 hours
Step 3: 10 business days of building
Days 1–10
Step 4: Demo
Day 10
Step 5: Handover
After you accept

Connects with the tools you already use

Google SheetsSpreadsheets
Microsoft ExcelSpreadsheets
GmailEmail
OutlookEmail and calendar
Slack^®Team chat
QuickBooks^®Accounting
XeroAccounting
SalesforceCRM
Procore^®Construction management
AirtableDatabases
NotionDocs and wikis
DropboxFile storage
ClaudeAI models (Anthropic)
OpenAIAI models

Product names are trademarks of their owners. Paralleon is independent and not affiliated with them. Trademarks

Tell us which spreadsheet you want gone.We'll map it with you first, for free.

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