Firm Calendar

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

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Calendar views

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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

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Week view

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

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List view

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

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What appears on the calendar

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Filtering the calendar

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By client

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

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By deadline type

Toggle deadline types on/off:

• Tax deadlines
• Compliance deadlines
• Payroll deadlines
• Internal tasks

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By team member

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

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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

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Managing deadlines

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Mark as complete

When a deadline is met:

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

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Reschedule

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

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

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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

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Notifications

Get reminded before deadlines: Configure notification preferences in Firm Settings → Notifications.

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Calendar sync

Export the calendar to your preferred app:

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iCal/Apple Calendar

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

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Google Calendar

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

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Outlook

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

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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.