LLM-assisted workflows for independent CPAs

AI-ranked deadlines, traced to source.

DueDateHQ uses LLMs to read client imports, rank the home queue, and interpret IRS plus state policy changes. Every recommendation stays reviewable and linked to its authority source.

Start 30-day free trial Inspect the workflow

LLM maps messy importsLLM ranks deadline priorityOfficial-source links stay attached

Sample source ledger

Monday queue needs a decision

Exposure surfaced

Acme LLC

CAHigh

1120 moved into the active queue for Oct 15

LLM: high exposure, extension window

FTB notice

Northline Dental

TXMed

Franchise moved into the active queue for May 15

LLM: state franchise match

Comptroller

Empire Studio

NYHigh

PTET moved into the active queue for Jun 16

LLM: PTET deadline risk

NY DTF

LLM participation

Import fields mapped

Priority reason generated

Policy impact interpreted

Official link attached

01 / Import understanding

Map messy client exports

The LLM groups EINs, entity types, states, and missing tax exposure fields.

02 / Priority reasoning

Rank the home queue

Deadlines are ordered by urgency, penalty exposure, AI-judged client importance, and policy impact.

03 / Policy interpretation

Track dynamic authority changes

IRS and state notices are interpreted, matched to jurisdictions, and linked for review.

LLM-assisted workflow

First the LLM reasons. Then the CPA reviews.

The preview keeps the product concrete: model output is visible at import, priority sorting, and policy interpretation, with source links attached when a decision needs authority.

Live workflow preview

The LLM reads a messy client CSV.

It maps columns, infers entity types, groups multi-state clients, and flags missing exposure values before anything hits the calendar.

Import plan

sample output

LLM mapped TaxDome export fields

Multi-state clients grouped

Missing estimates flagged for CPA review

Try this workflow

LLM import output

LLM outputReviewable

CheckpointCPA

TraceabilityAttached

Coverage

AI participation is visible at the work surface.

DueDateHQ is opinionated about where judgment belongs. LLMs accelerate mapping, interpretation, and ranking; the interface keeps review moments and source trails visible.

LLM import

Messy exports become structured tax records

The LLM maps fields, infers entity types, groups multi-state clients, and flags missing exposure values before data becomes live deadlines.

LLM policy tracking

State announcements become interpreted changes

The monitor captures IRS and state updates, then the LLM extracts affected tax types, dates, jurisdictions, and client impact for review.

LLM priority

Monday starts with a reasoned queue

The home dashboard ranks people and jurisdictions by urgency, penalty exposure, AI-judged client importance, and recent announcement impact.

LLM speed does not mean opaque.

Every model-assisted workflow has a human checkpoint and a source trail.

LLM output stays reviewable

Official-source links stay visible

Priority reasons stay explainable