Put personal-tax reminders on rails
Every January, someone rebuilds the personal-tax tracking sheet from last year's, and every year a few clients fall off in the copy. The April 30 deadline is fixed; the failure is coverage — knowing that every T1 client is on the list before the season starts.
Firms put personal-tax reminders on rails in SpidNums by assigning each T1 client a typed personal-tax service on an annual cadence. Every January, the reminder feed surfaces personal-tax deadlines for those clients automatically — no rebuilt spreadsheet — grouped Overdue, Due soon, and Upcoming. When the team should see the list, an admin sends the email digest as a deliberate action.
How firms run it, step by step
Type the service once
Personal tax is a typed service in the catalogue with a code, an annual frequency, and a default price. It is defined once, not once per client.
Services catalogue
Assign it to every T1 client
Each T1 client gets the service assigned, with per-client price overrides where the file warrants it. Coverage becomes a filter, not a memory test.
Services catalogue
Let January surface the book
The reminder feed raises personal-tax reminders every January for clients carrying the service — the list builds itself from assignments.
Reminders
Work the feed through the season
Reminders group Overdue, Due soon, and Upcoming; snooze, done, and dismiss keep the feed matching reality as files complete.
Reminders
Send the digest when it is time
An admin sends the email digest deliberately — weekly through the season, say — so the T1 list reaches the team's inboxes rather than waiting to be opened.
Reminders
Services catalogue
Reminders
Email integration
Related use cases
Features used
Go deeper
Frequently asked questions
How does SpidNums know which clients need personal-tax reminders?
From service assignments. Clients carrying the typed personal-tax service on an annual cadence appear in the reminder feed every January. Coverage comes from the Services catalogue, so checking the book means checking assignments — not rebuilding a spreadsheet.
Does SpidNums file T1 returns?
No. SpidNums is practice management — it tracks the clients, services, deadlines, and tasks around the return. Preparation and CRA filing stay in the firm's tax software; SpidNums makes sure no client is missing from the season.
Are the January reminders emailed automatically?
The feed surfaces them automatically in-app; the email digest is sent deliberately by an admin. That split is intentional — the system never mails the team on a schedule nobody reviews. A person decides when the list goes out.
See this workflow with your own client list in it.
A tailored demo walks the exact steps above with your services and deadlines.