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GLASS-BOX DEADLINE INTELLIGENCE

See deadline risk before it becomes a penalty.

DueDateHQ is the deadline intelligence workbench for US CPA practices. Every dollar at risk, every IRS rule, every state-level alert traces back to its official source — in one keyboard-first console built for the Monday 5-minute triage.

No black-box AI Cites every number Keyboard-first 24h Pulse SLA
Workbench / Dashboard / This week
⌘K Command
PULSE

CA-FTB extends Form 540 + 540-ES to Oct 15 · Affects 12 of your clients.

ftb.ca.gov · 2026-04-25 Review →
PENALTY RADAR · THIS WEEK
Apr 25 — May 01
$187,420 + $24,180 vs last Mon
CRITICAL CLIENTS
5
AT RISK FORMS
12
PULSE EVENTS (24h)
3
FILED THIS WEEK
11
CLIENT FORM DUE DAYS EXPOSURE EVIDENCE
Acme LLC
87-1234567
1120-S Apr 28 in 3d $48,200 IRS Pub 509
Birchwood Co
87-9988776
1065 Apr 29 in 4d $32,850 IRS §6072(b)
Crestmont Inc
88-2233445
1120 May 02 in 7d $24,180 IRS Pub 509
Delta Group
88-7654321
540-ES May 10 in 15d $18,900 CA-FTB FR-31
Evergreen LLC
87-1100221
1065 May 14 in 19d $12,450 IRS §6072(b)
E Evidence J / K Move row ⌘K Command ? Shortcuts live preview · not your data
RULE 00 01 TRIAGE
30 sec

See this week’s riskiest 5 clients on the Monday console. Penalty Radar is server-pre-aggregated, so the dollar appears before the page even paints.

RULE 00 02 MIGRATE
30 min

Paste, map, normalize, generate. 30 clients to a verified annual calendar in one sitting — no per-client setup wizards.

RULE 00 03 PULSE
24 hrs

Every state filing notice and IRS update reaches Dashboard + email within 24 hours, with the verbatim quote and an apply-to-12-clients button.

01 THE PROBLEM WITH TODAY’S STACK

Excel + Outlook + 50 state websites — priced in penalties.

1–10-person CPA practices stitch together legacy desktop trackers, regulatory PDFs, and spreadsheet calendars. The result is foreseeable and expensive: missed deadlines, compounded penalties, and Monday triage that takes a full morning.

IRS § 6651 · failure-to-file penalty → 5%/mo, capped at 25%

STATE WATCH avg / firm / yr

14 rule changes ship in a 30-day window. You need to know which 4 hit your clients.

Pulse condenses every IRS notice and 50-state filing change into a single dashboard banner with `verbatim_quote`, `source_url`, and a one-click apply path.

Rule changes, last 30 days 14 changes · 5 states
CA-FTB Form 540 deadline change Apr 25
NY-DTF MTA-305 surcharge update Apr 22
IRS Pub 509 calendar revision Apr 18
NOTICE TRIAGE avg / firm / yr

312 inbox items per week, 4 of which can fine your clients.

Email digests + dashboard banners replace inbox archeology. Owner is the only signer; no notice slips into a junior’s drafts.

Inbox · unread 312 unread · 4 critical
CA-FTB Disaster relief postponement — LA county 9:42
IRS Quarterly publication update for tax year 2026 Wed
Drake Software update notice — needs your action Mon
QuickBooks 8 client documents await classification Sun
MIGRATION DRAG avg / firm / yr

4 hours of typing to move 30 clients from File-In-Time to anywhere.

Migration Copilot maps, normalizes and generates the year’s calendar in 30 minutes. Every imported client carries an evidence link to its source row.

File-In-Time export → spreadsheet 30 clients · 4 hrs typing
Acme LLC — missing EIN LOW 0.62
Birchwood Co — unclear state LOW 0.62
Crestmont Inc — wrong entity type LOW 0.62
Delta Group — deadline format ? LOW 0.62
02 THE WORKFLOW

Triage. Migrate. Verify. Three surfaces, one console.

DueDateHQ is built around three product rules: every action lives on the keyboard, every number is mono-tabular, every AI output cites its source. Below: three slices of the actual workbench.

01 TRIAGE · 30 SECONDS

The Monday console.

Owner opens the laptop, sees five at-risk clients, the dollar exposure, and the first action keystroke. Smart Priority is a pure-function sort — no LLM in the dashboard hot path.

⌘K Command E Evidence
Dashboard · Monday triage · 2026-04-25 08:14
This weekThis monthLong term
PULSE

IRS extends Form 1040 to Oct 15 · 18 of your clients now in the new window.

Apply to 18 →
Acme LLC
1120-S Apr 28 in 3d $48,200
Birchwood Co
1065 Apr 29 in 4d $32,850
Crestmont Inc
1120 May 02 in 7d $24,180
02 MIGRATE · 30 MINUTES

Paste, map, normalize, generate.

Migration Copilot maps 30 fields per client with confidence-graded suggestions. Anything below 0.80 is non-blocking; the operator nudges, doesn’t retype.

⌘V Paste Tab Next field
Migration Copilot · Step 2 of 4
Intake AI Mapping Normalize Genesis
FIT EXPORT COLUMN DUEDATEHQ FIELD SAMPLE CONFIDENCE
ClientName client.legal_name Acme Holdings LLC HIGH 0.97
EIN_TIN client.ein 87-1234567 HIGH 0.99
Entity client.entity_type · entity.s_election=true LLC (S-corp election) HIGH 0.96
Filing State client.states[] CA, NY MED 0.84
Notes migration.notes Quarterly review needed LOW 0.71
30 rows · AI mapper avg conf 0.91 Apply mapping
03 VERIFY · EVERY CLAIM

No provenance, no render.

Every AI sentence and every rule citation links back to a `source_url`, a `verbatim_quote`, and a `verified_at`. If those three fields are missing, DueDateHQ shows a verification-needed state instead of a recommendation.

E Open evidence Esc Close
Evidence drawer · Acme LLC · 1120-S due Apr 28
HIGH 0.97 ESC · close
CLIENT
Acme Holdings LLC
EIN
87-1234567
FORM
1120-S
DUE DATE
2026-04-28
DAYS LEFT
3 days
EXPOSURE
$48,200.00
PENALTY RULE
IRC § 6651(a)(1)
SOURCE irs.gov / pub / 509 · §3 · v17 verified 2026-04-25T08:14:03Z by pulse-ingest-3.2
VERBATIM QUOTE

"If an S corporation election was made and the corporation files Form 1120-S on the basis of a calendar year, the return is due on or before March 15. If the corporation operates on a fiscal year, the return is due on or before the 15th day of the third month after the close of the tax year."

SOURCE
irs.gov · v17
VERIFIED BY
pulse-ingest-3.2
REVIEWED
sarah@firmname
STATUS
done
03 THE GLASS-BOX GUARANTEE

Every number on the dashboard clicks back to its source.

AI is allowed to summarize, suggest, and draft. It is never allowed to render a recommendation without a verifiable source URL, the verbatim quote, and a server-side timestamp. The interface fails closed: missing provenance → verification-needed state.

Glass-Box Guard · every AI claim is validated against its source

VERIFIED CITATIONS
100 %

Every AI sentence and every rule citation carries source_url + verbatim_quote + verified_at, or is suppressed.

OFFICIAL SOURCES
48 +

IRS, FTB, DTF · 50-state filing authorities, mapped to a single rule schema.

PULSE SLA
24 h

From source publication to dashboard banner + email digest, with the affected client list pre-computed.

BLACK-BOX SUGGESTIONS
0

AI never auto-applies a rule. Apply is always a keyboard action by a human in the loop.

WHY CPAs TRUST IT
Per-firm your data never crosses tenants Evidence every claim · source + verbatim Audit log apply · undo · revert recorded Email-first no client portal vault required
AVG $54k / yr / practice AVOIDABLE PENALTY EXPOSURE IN A CALENDAR YEAR

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