Use case · Practice managers and firm admins

Send deadline digests to the team

The deadline list exists, but only for whoever opens it. Staff who live in email miss what changed overnight, and the Monday stand-up becomes a read-aloud of a screen everyone could have checked. The firm needs the list to reach people, not wait for them.

Canadian accounting professionals — Send deadline digests to the team

Firms send deadline digests from SpidNums as a deliberate action: an admin reviews the aggregated reminder feed — personal tax, GST/HST cadences, year-end financial statements, task due dates — tidies it with snooze and dismiss, then sends the email digest to the team. The digest goes out when the admin sends it, through the firm's configured email transport, and lands in the delivery log.

Updated July 2026

How firms run it, step by step

  1. Open the aggregated reminder feed

    One feed collects personal-tax reminders each January, GST/HST reminders on each client's cadence, year-end financial statement reminders a month before fiscal year-end, and task due dates.

    Reminders

  2. Triage by group

    The feed is grouped Overdue, Due soon, and Upcoming, so the admin reads it top-down in severity order.

    Reminders

  3. Tidy before sending

    Snooze what is handled elsewhere, mark done what is done, dismiss what does not apply — so the digest carries signal, not noise.

    Reminders

  4. Send the digest deliberately

    Sending is an action an admin takes, not an unattended schedule. Many firms make it a Monday-morning habit before the team plans the week.

    Reminders

  5. Confirm in the delivery log

    The digest leaves through the firm's Gmail SMTP or Resend transport in the branded template, and the delivery log records the send.

    Email integration

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Reminders

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Email integration

Related use cases

Keep proof of client contactNotes, a send log, and e-signed letters — client contact you can show, not just recallPut personal-tax reminders on railsAnnual personal-tax services that surface every January without a rebuilt spreadsheetStart year-end prep a month earlyA one-month early warning before every fiscal year-end, read from the client record

Features used

CRA deadline managementDeadlinesIn-app notifications and alerts for accounting firmsNotifications

Go deeper

CRA Tax Deadlines in Canada: The Complete Firm CalendarAccounting Practice Management Software Built for Canadian Firms

Frequently asked questions

Are SpidNums deadline digests sent automatically?

No — sending a digest is a deliberate action an admin takes. The reminder feed aggregates deadlines continuously, but the email digest goes out when someone chooses to send it, which keeps a human eye on the list before it reaches the team.

What appears in the reminder feed behind the digest?

Personal tax reminders every January, GST/HST reminders on each client's filing cadence, year-end financial statement reminders one month before each fiscal year-end, and task due dates — grouped Overdue, Due soon, and Upcoming.

What email service does the digest use?

The firm's configured transport — Gmail SMTP or Resend — with the firm's branded HTML template. Every send is recorded in the delivery log, and a test send is available to check the setup before the first real digest.

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