> ## 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

> See all client deadlines and tasks in one unified calendar.

When you're managing 10, 50, or 100 clients, deadlines pile up fast. The Firm Calendar puts everything in one view — compliance deadlines, filing due dates, client tasks, and team schedules.

## The Calendar View

Go to **Dashboard → Calendar** in Firm Mode.

You'll see deadlines and tasks across all your clients:

* **Red** — Past due or due today
* **Orange** — Due within 7 days
* **Blue** — Upcoming (7+ days)
* **Gray** — Completed

Click any item to see details, jump to the client, or mark it done.

## What's on the Calendar

| Item Type            | Source                                        |
| -------------------- | --------------------------------------------- |
| Compliance deadlines | Annual reports, BOI filings, license renewals |
| Tax deadlines        | 941s, state filings, estimated taxes          |
| Client tasks         | Items you've created for specific clients     |
| Internal tasks       | Firm-level tasks (not client-specific)        |
| Payroll dates        | When payroll needs to be submitted            |
| Review reminders     | Month-end close, reconciliation tasks         |

Everything syncs automatically. If Pluvel knows about a deadline, it shows up here.

## Filtering the Calendar

With many clients, you need filters:

**By client:** Show only deadlines for one client or a subset.

**By type:** Only compliance deadlines, or only tasks, etc.

**By assignee:** What's assigned to me? What's assigned to Sarah?

**By status:** Hide completed items, or show everything.

Filter controls are above the calendar. Combine filters to narrow down.

## Calendar Views

**Month view** — See the full month at a glance. Good for planning and spotting busy periods.

**Week view** — More detail. See each day's items clearly.

**List view** — No calendar, just a chronological list. Good for working through items one by one.

**Agenda view** — Today + next 14 days. What needs attention now?

Switch views with the toggle in the top right.

## Creating Tasks and Deadlines

Add items directly from the calendar:

1. Click a date
2. Choose **Task** or **Deadline**
3. Enter details (description, client, assignee, due date)
4. Save

Or create from a client's account, and it appears on the calendar automatically.

## Recurring Items

For things that repeat:

* **Monthly reconciliation** — Due on the 15th every month
* **Quarterly 941s** — April 30, July 31, Oct 31, Jan 31
* **Annual reports** — Due dates vary by state

Set up recurrence when creating the item. Pluvel creates future instances automatically.

<Info>
  Compliance deadlines are pre-populated based on your client's state and entity type. You don't have to set these up manually.
</Info>

## Team Scheduling

If you have staff:

* See each person's workload by filtering to their assignments
* Balance work by reassigning items
* Track who's overloaded and who has capacity

Calendar density is a quick visual indicator of team workload.

## External Calendar Sync

Connect to Google Calendar, Outlook, or iCal:

1. Go to **Firm Settings → Integrations → Calendar**
2. Choose your calendar service
3. Authorize the connection
4. Select what to sync (deadlines, tasks, or both)

Items appear in your external calendar. Changes sync both ways.

## Notifications from Calendar Items

Each calendar item can trigger notifications:

* **7 days before** — Early warning
* **1 day before** — Final reminder
* **Day of** — It's due today
* **Past due** — You missed it

Configure defaults in **Firm Settings → Notifications → Calendar**. Override per-item if needed.

## Conflict Detection

If you assign too many items to one day:

* Visual warning (day turns red)
* Summary: "12 items due on April 15"
* Suggestion to spread work out

This helps avoid crunch periods where everything lands on the same day.

## Exporting and Sharing

**Export:** Download the calendar as ICS (for personal calendars) or CSV (for spreadsheets).

**Share:** Generate a read-only link for clients or team members who don't have Pluvel access.

**Print:** Generate a printable monthly view for your wall or client meetings.

Find these in **Calendar → Export**.

## Tips

**Check the calendar weekly.** Spend 10 minutes every Monday reviewing the next two weeks. No surprises.

**Use list view for catching up.** Knocked out a bunch of tasks? List view makes it easy to mark them all done.

**Color-code by client or type.** If you have many clients, color coding helps you scan quickly.

**Don't ignore the orange.** Items due within 7 days need attention. Don't wait until they're red.

<CardGroup cols={2}>
  <Card title="Tasks" icon="list-check" href="/accountants/dashboard/tasks">
    Manage tasks in detail, not just on the calendar.
  </Card>

  <Card title="Compliance calendar" icon="calendar-check" href="/features/compliance/calendar">
    How Pluvel tracks compliance deadlines.
  </Card>
</CardGroup>