Calendar overview
Calendar is in active development. Open Calendar from the sidebar today and you’ll see a “Coming soon” placeholder. This page describes what’s coming and what you can use in the meantime.
What’s coming
When Calendar ships, it will be a single time-and-deadline view spanning:
| Source | What lands on the calendar |
|---|---|
| IRS deadlines | Filing deadlines per return type (1040, 1120S, 1065, 1041, 990), extension deadlines, estimated-tax due dates |
| Engagement due dates | Every engagement’s target completion date |
| Task due dates | Every task with a due date — yours and your team’s |
| Client appointments | Calls, meetings, in-person consultations |
| Season milestones | Firm-wide markers — “Start of tax season,” “March 15 cutoff,” “Extension push” |
You’ll be able to filter by source, engagement, assignee, and date range. Click any entry to jump to the underlying record.
What to use today
Until Calendar ships, here’s where to look:
For task deadlines
Open Tasks from the sidebar and switch Group by to Due date. You’ll get a chronological view of every task assigned to you or your firm. See Views, filters, grouping.
The default My Today view already shows overdue and due-today tasks. Switch Group to Due date and Sort to ascending to get a forward-looking timeline.
For engagement deadlines
Every engagement carries a due date — visible on the engagement card, the engagement detail, and the workflow views (see Engagements).
The Calendar view inside Workflow is an engagement-only calendar — not the full firm-wide calendar that’s planned, but useful for “which engagements are due in the next 2 weeks.”
For IRS deadlines
IRS deadlines aren’t yet auto-loaded into Assure Pro. For now, use the IRS official calendar and the Tax domain reference. You can set engagement due dates manually to track them per client.
For appointments
V1 has no in-app appointment booking. Use your usual scheduling tool (Calendly, Google Calendar, Outlook). Once a meeting is scheduled, create a task with the meeting type and the date as the due date — it’ll show up in your task workspace.
Why we held the full launch
Rather than ship a partial Calendar, the team chose to wait until the underlying data is solid:
- Engagement deadlines are reliable now — but a firm-wide calendar needs every source aligned.
- IRS deadlines need a curated, maintained dataset — federal plus per-state.
- Recurring appointments need a scheduling foundation that doesn’t exist yet (V1 tasks don’t auto-recur).
Mixing real engagement dates with placeholder IRS dates would create more confusion than value. The full Calendar lands when all the sources are first-class.
When it ships
Calendar is on the post-V1 roadmap. There’s no committed ship date in the public docs — watch for a release note when it lands.
Permissions
When Calendar ships, the expected permission is View reports (since the calendar pulls from engagement, task, and IRS data). The placeholder page today has no permission gate.
Next
- Tasks overview — the closest workflow today for due-date visibility.
- Engagements overview — engagement-level dates and the workflow calendar view.