> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Firm Calendar

> Track deadlines and due dates across all clients.

The firm calendar shows every deadline, filing, and due date across all your clients in one view.

## Calendar views

### Month view

See the full month with colored indicators for each deadline type:

* **Purple** — Tax filings
* **Blue** — Annual reports and compliance
* **Orange** — Payroll deadlines
* **Green** — Internal tasks and reviews

### Week view

More detail for the current week. See exactly what's due each day.

### List view

A chronological list of all upcoming deadlines. Best for printing or exporting.

## What appears on the calendar

| Item type       | Examples                                      |
| --------------- | --------------------------------------------- |
| Tax filings     | 941 quarterly, 940 annual, state returns      |
| Compliance      | Annual reports, BOI filings, license renewals |
| Payroll         | Payroll run dates, tax deposits               |
| Internal        | Month-end close, reconciliation deadlines     |
| Client requests | Document request due dates                    |

## Filtering the calendar

### By client

Click the client filter to show only specific clients. Useful when working on one client's timeline.

### By deadline type

Toggle deadline types on/off:

* Tax deadlines
* Compliance deadlines
* Payroll deadlines
* Internal tasks

### By team member

See only deadlines for clients assigned to a specific team member.

## Deadline details

Click any deadline to see:

* **Client name** — Which client this is for
* **Due date** — When it's due
* **Description** — What needs to be done
* **Status** — Not started, in progress, completed
* **Assigned to** — Team member responsible
* **Notes** — Any additional context

## Managing deadlines

### Mark as complete

When a deadline is met:

1. Click the deadline
2. Click **Mark Complete**
3. Add completion notes if needed

### Reschedule

If a deadline changes (extension filed, etc.):

1. Click the deadline
2. Click **Reschedule**
3. Enter the new date and reason

### Add custom deadlines

Create internal deadlines not tracked by Pluvel:

1. Click **Add Deadline**
2. Select the client
3. Enter details and due date
4. Assign to a team member

## Notifications

Get reminded before deadlines:

| Notification      | Timing            |
| ----------------- | ----------------- |
| Email digest      | Daily (morning)   |
| Urgent alerts     | 7 days before due |
| Same-day reminder | Day of deadline   |

Configure notification preferences in **Firm Settings → Notifications**.

## Calendar sync

Export the calendar to your preferred app:

### iCal/Apple Calendar

1. Go to **Calendar Settings**
2. Click **Export iCal**
3. Subscribe with the provided URL

### Google Calendar

1. Go to **Calendar Settings**
2. Click **Add to Google Calendar**
3. Authorize the connection

### Outlook

1. Go to **Calendar Settings**
2. Click **Export iCal**
3. Import to Outlook via URL subscription

<Info>
  Calendar sync is one-way. Changes in Pluvel appear in your calendar app, but not vice versa.
</Info>

## Recurring deadlines

Pluvel automatically creates recurring deadlines for:

* Quarterly tax filings (941)
* Annual reports (based on state)
* Payroll runs (based on pay schedule)
* Monthly reconciliation (if enabled)

These update automatically based on client settings.

<Card title="Manage tasks" icon="list-check" href="/accountants/dashboard/tasks">
  Track work items across your firm.
</Card>