Keep every filing date, reconciliation window, and payroll cycle on your radar. Purpose-built task management for accounting and compliance workflows.
Try It FreeBetween estimated tax payments, monthly close procedures, payroll runs, and vendor due dates, the calendar fills up fast. Relying on memory or sticky notes is a recipe for missed obligations and late penalties.
Kantivo includes a task manager designed around the rhythms of accounting work. Define one-time to-dos or repeating schedules, assign due dates, and receive clear visual alerts as deadlines approach or fall overdue.
Build tasks that fire once, or configure repeating cadences - daily, weekly, monthly, quarterly, or annual.
Color-coded badges distinguish upcoming tasks from overdue ones, so urgent items stand out immediately.
Approaching and overdue tasks surface directly on your main dashboard - no extra navigation needed.
Every company maintains its own task list. Professionals managing multiple clients see only the relevant deadlines for the entity they are working in.
When you open a client's company file, only that client's tasks and deadlines appear. There is no cross-contamination between entities - every company's compliance calendar stays isolated and clear.
Configure the full set of obligations when onboarding a new client, and the recurring schedule takes care of the rest. Overdue indicators make it impossible to overlook a filing that slipped.
Scheduled Tasks represent action items that require human attention and judgment. For processes the software can handle unattended - such as backups, scheduled report generation, and data syncing - see Automated Jobs.
Scheduled Tasks are part of every Kantivo plan. Start your free 30-day trial.