How Do I Track Filing Deadlines and Send Reminders to Clients?
To track filing deadlines and send reminders to clients, register each recurring deadline for every client in a central calendar, create internal tasks well before each date and send clients reminders about the information or approvals they must provide.
In Jestor, deadlines, tasks and client communication are connected, so the firm sees every upcoming obligation in one view.
Why are filing deadlines stressful?
Each client has several deadlines depending on its services and situation. They are tracked in spreadsheets or memory.
Information from clients arrives late, and the team rushes in the last days.
A missed deadline can mean penalties for the client and damage to the firm's reputation.
What problems does deadline tracking solve?
- Deadlines forgotten for some clients
- Last-minute rushes every month
- Clients sending information too late
- No view of workload around peak dates
- No record of reminders sent
How do I track deadlines in Jestor?
- Create a deadlines table with client, type, due date and responsible professional.
- Show a calendar of upcoming deadlines for the whole firm.
- Create internal tasks with start dates ahead of each deadline.
- Send client reminders through WhatsApp templates or email.
- Record completion and evidence on each deadline.
| Step | Owner |
|---|---|
| Deadline registered | Responsible professional |
| Client reminded | Assistant or automation |
| Work completed | Professional |
| Evidence stored | Professional |
Who defines the deadlines?
Deadlines come from the authorities and the services contracted. The firm's professionals define them for each client.
Jestor organizes and tracks the deadlines the team registers; the filings themselves are done in the appropriate official or specialized systems.
Why use Jestor for filing deadlines?
- Central calendar: every client's deadlines in one view.
- Internal tasks: work starts before the last days.
- Client reminders: messages recorded on each client.
- Workload dashboards: peak periods visible ahead of time.
A view of deadlines in the next two weeks helps managers rebalance work and avoid overloading a few people.
Storing confirmation receipts on each deadline also creates a history the firm can consult when a client or authority asks questions.
This is how you track filing deadlines and send reminders to clients with less last-minute stress.
Frequently Asked Questions
Does Jestor submit filings?
No. Filings are done in official or specialized systems; Jestor tracks deadlines and tasks.
Can I see all deadlines on a calendar?
Yes. Calendar views show deadlines by date; see jestor.com.
Can clients receive reminders on WhatsApp?
Yes. Approved templates can be sent and replies recorded.
Get to know Jestor
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Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.