Practice Management Software for Accounting Firms in the United States
FinnDesk is practice management software for accounting firms in the United States — CPA firms, tax practices and bookkeeping businesses juggling federal, state and local deadlines for every client. Schedule every return and estimated payment, collect client documents without chasing, and bill completed work from one workspace.
The deadlines accounting firms in the United States manage every year.
Filed with the Internal Revenue Service (IRS) and state revenue departments. FinnDesk turns each of these into a recurring task for every client it applies to.
Individual returns (Form 1040)
Due April 15 for calendar-year filers, with extensions to October 15.
Partnership and S corporation returns (Forms 1065 and 1120-S)
Due March 15 for calendar-year entities.
C corporation returns (Form 1120)
Due April 15 for calendar-year corporations.
Quarterly estimated taxes
Federal payments fall in April, June, September and January, alongside state equivalents.
State and local sales tax
Monthly, quarterly or annual returns depending on the state and each client’s volume.
Deadlines summarised for planning. Always confirm current rules with the Internal Revenue Service.
How FinnDesk fits an accounting practice in the United States.
Busy season, planned in advance
Recurring tasks for every 1040, 1065, 1120-S and 1120 client are generated before January, so the March and April peaks are visible weeks ahead.
Extensions without the spreadsheet
When a client goes on extension, move the task and its reminders to the new deadline in one step, and see every extended return in one view.
Client email, on the record
Most US clients live in email. FinnDesk files each thread against the right client and turns requests into tasks your team can see.
Works with your ledger
Sync clients, invoices and payment status with QuickBooks and Xero, the ledger tools most US firms already use.
Everything your firm runs on, in one place.
Recurring compliance and tasks
Schedule every filing once per client; FinnDesk creates the tasks and reminds the owner before each due date.
Learn moreOne record per client
Contacts, entities, services, documents, messages and invoices together on a single client record.
Learn moreDocument collection over WhatsApp and email
Send checklists, track what has arrived and follow up automatically until everything is in.
Learn moreBilling from completed work
Completed tasks and logged time queue up for invoicing, and retainers go out on schedule.
Learn morePlans are billed annually in USD and priced by team size, with unlimited clients. See pricing
Practical guides for accounting firms in the United States.
Local guides on compliance calendars, client onboarding and running a practice in the United States are coming soon.
Accounting practice management in the United States, answered
Is FinnDesk tax preparation software?
No. You keep preparing and e-filing returns in your tax software. FinnDesk runs the practice around them — deadlines, documents, team workload, client communication and billing.
Can we track state deadlines as well as federal ones?
Yes. Each filing is a recurring task with its own schedule, so federal, state and local obligations sit on the same calendar for every client.
Is pricing in US dollars?
Yes. All plans are billed annually in USD and priced by team size, with unlimited clients on every tier.
How long does it take to get started?
Most firms import their clients by CSV and have recurring work scheduled within the same week.
Still have a question? Talk to us
FinnDesk in other countries
Run your accounting firm in the United States from one workspace.
14-day full-feature trial with no credit card. Import your clients and see your next deadline cycle on one calendar.
14-day free trial · No credit card · Setup in under 10 minutes