Tax season deadlines, controlled—across every client
Centralize filings, extensions, and compliance tasks in KIMISUITE so your team stays ahead and clients stay informed.
Common Challenges
Deadline chaos in peak season
Multiple calendars, spreadsheets, and inbox threads make it too easy to miss a filing, extension, or client follow-up.
No single source of truth per client
You can’t quickly answer: what’s due, what’s waiting on the client, what’s signed, and what’s billed—without digging.
Reactive communication hurts trust
When reminders go out late (or not at all), clients feel surprised, and your team absorbs the stress and overtime.
The Solution
KIMISUITE brings calm to tax season by turning deadlines into a managed workflow—not a scramble.
Use one shared deadline calendar to track returns, extensions, and compliance tasks across every client. Automatically prompt clients for missing items, capture approvals with e-signature integration, and keep fee status visible so nothing ships without the right sign-off and payment context.
- Know what’s due—by date, by staff member, and by client status
- Stay proactive with consistent reminders and clear next steps
- Reduce rework by keeping documents, IRS notices, and communication in one place
Key Features
Deadline calendar with ownership
See all filings and compliance tasks in one view, assign owners, and track status from “waiting” to “filed.”
Automated reminders and follow-ups
Send timely prompts to clients and internal nudges to staff so deadlines don’t depend on memory.
Compliance-ready client timeline
Keep a clean record of requests, documents received, e-sign approvals, IRS notice actions, and fee checkpoints.
