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Every deadline in view, for every client.
VAT returns, annual accounts, UBO filings and publications in one dashboard, by client and by team member. Doxxi reminds the right person before a deadline slips.
Illustrative example
In short
The deadline dashboard brings every recurring obligation of your clients into one overview. Each deadline is linked to the client file and an owner, with automatic reminders, so nothing depends on memory or a spreadsheet.
The problem
One missed filing costs more than a day of planning
Deadlines live in calendars, spreadsheets and heads. When a team member is absent or a client is late with documents, nobody sees it coming, and your client pays the fine.
- Deadlines tracked in personal calendars
- No view per team member
- Missing client documents noticed too late
- Fines that land on the client
1 overview
Every deadline of every client, by owner and by status, in one place.
From obligation to on-time filing
Set the calendar
Recurring obligations are linked to each client file: VAT, annual accounts, UBO, publications.
Assign owners
Every deadline gets an owner in your team.
Remind in time
Automatic reminders go to the owner before the deadline.
Track to done
The dashboard shows what is open, at risk or done, per client and per team member.
See it in action
Illustrative example. Product video coming soon.
Deadlines Doxxi keeps in view
Configured to the obligations of your clients and the way your firm plans.
Questions
Which deadlines can I track?
VAT returns, annual accounts, UBO filings, publications and other recurring obligations of your clients.
Can I see the workload per team member?
Yes. The dashboard filters by client and by team member, so you see who has what on their plate.
How do reminders work?
Automatic reminders go to the owner before each deadline, in Outlook where they already work.
Other Doxxi features for accountants
Digital signatures via Penneo
Engagement letters signed with itsme or eID, filed automatically.
Read moreAML compliance and audit trail
Risk score per client, review dates and proof for every check.
Read moreNever miss a filing again
Book a 30-minute demo. We show Doxxi based on your own document flows.