Every deadline, in one place

Stop tracking VAT returns, annual returns and filing dates in spreadsheets. hidma puts every deadline next to the time, budgets and bills for the same work, so your team sees what is due and who is handling it.

Two months free. No credit card. We set up your clients and deadlines with you.

✓Recurring deadlines, in batches
▦List and calendar views
hidma organisation settings with teams across several legal entities

Set a deadline once, for every client

Most deadlines repeat. Set a VAT return to recur every quarter or an annual return every year, choose the clients it applies to, and hidma creates the whole series in one go.

Separate financial details and invoice template for each entity in hidma

Deadlines for everything, not just clients

A deadline can belong to a client, a project, a team, a single person or the whole firm. Filing dates, month-end close and partner reviews all sit in the same list.

hidma report consolidating results across the whole organisation

See what is due before it is late

Switch between a list and a calendar, filter by scope, team or date, and watch open, overdue and due-this-week counts on the team dashboard.

A missed deadline costs more than the penalty

Every client brings the same set of filings, each on its own date. Annual returns, accounts, tax returns, VAT and payroll forms add up to hundreds of dated obligations a year for even a small firm. Most firms keep them in a spreadsheet, a shared calendar or in the heads of two senior people. That works until someone is on leave in the second week of November. A missed filing means a penalty for the client, rushed work for your team and fees you end up writing off. Deadlines belong next to the time, budgets and bills for the same work, not in a separate file.

Recurring deadlines

Set it once and let the series run

Give a deadline a label, a start date and a pattern, and hidma creates every occurrence in the series. Repeat weekly, monthly or yearly, on a day of the month, the first or last day, or a weekday. End never, on a date, or after a set number of occurrences.

Key features

VAT return, every three months, for 60 clients. One form, 240 deadlines a year, each tracked on its own.

Deadlines at every level

Clients, projects, teams, people or the whole firm

A deadline does not have to belong to a client. Set one on a project, a team, a single person or the whole firm, and see them all in the same list with their scope marked. Filter by scope when you only want one kind.

Key features

The audit team sees its own deadlines. A partner sees everything. Each deadline carries its team and its owner.

List and calendar views

See the month ahead at a glance

Work from a list when you are ticking things off, and from a calendar when you are planning the month. Each scope has its own colour, and you can search by name or narrow the list to a date range.

Key features

It is the first week of November. The calendar shows 56 deadlines on the 14th. You know now, not on the 13th.

Team dashboard

Open, overdue, due this week and completed

The dashboard shows the counts that matter for your team, the firm or just you, for the week, month, quarter or year. Below the counts, the team deadlines list shows each item with its date and owner, so nothing is left unassigned.

Key features

Monday morning. 60 open, 0 overdue, 12 due this week, 4 with no owner. You know what to assign before the first coffee.

Coming soon: due returns, generated for you

Tell hidma about the client. It works out the filings.

The next part of the deadlines release. Give hidma a client’s jurisdiction, the services you provide and the date the company was formed, and it generates the returns that are due and their dates, as a recurring series.

Key features

New client onboarded on Tuesday. Annual return, accounts, tax return, VAT and FS7 deadlines in place by Tuesday afternoon.

Coming soon: client reminders

A reminder email to the client, two weeks before

Chasing clients for documents is half the work of meeting a deadline. hidma will send a reminder email to the client two weeks before each deadline, from a template you can edit, so the chasing happens without anyone in your team remembering to do it.

Key features

VAT return due 15 November. Client reminded on 1 November, documents in by the 8th, return filed on the 12th.

Coming soon: workflows and tasks

The steps behind each deadline

After deadlines come workflows. Break the work behind a deadline into steps your team can follow, attach your standard procedures, and see at each stage who is doing what. This is a bigger piece of work and will follow the reminders release.

Key features

Annual accounts: request records, prepare, review, approve, file. Five steps, five owners, one deadline.

How firms use deadlines in hidma

hidma set up for a professional services firm with several practice areas

Accounting firm with 60 company clients

Annual returns on 60 different dates, quarterly VAT for all of them, and FS7s every February. Set up once as recurring series, filtered by team, checked each Monday on the dashboard.

hidma set up for a regional firm with several offices

Legal practice with court and filing dates

Deadlines set on the matter itself, not just the client. Each fee earner sees their own; the managing partner sees the firm. Overdue items stand out before they become a problem.

hidma entities each connected to their own Xero organisation

Advisory firm with internal deadlines

Month-end close, management accounts, board packs and partner reviews as team and firm-wide deadlines, alongside the client work they depend on.

Monitoring & insights

Know what is due, and whether the work behind it is paid for

Because deadlines live in the same system as timesheets, budgets and invoices, you can see whether the return that is due on Friday has been started, how much time it has taken and whether it has been billed. A deadline in a spreadsheet tells you none of that.

Key metrics highlighted

One screen for the partner meeting: what is due, who has it, and what it is worth.

What our clients say

See how businesses improve productivity and client management with hidma. Read more reviews on G2.

Yes. Choose the clients (or a client group), set the deadline and its recurrence, and hidma creates one deadline for each client. Each one is then completed and tracked separately.

No. Deadlines can be set for the whole firm, a team, a project or an individual as well as for clients.

The next one in the series is already there, so the list always shows the next date due. The completed one keeps its completion history.

Yes. Switch from the list view to the calendar view at any time. Each scope has its own colour.

Yes. The list view exports to a spreadsheet with the filters you have applied.

Not yet. Client reminder emails are the next part of the deadlines release, sent two weeks before a deadline from a template you can edit.

Not yet. Generating a client’s due returns from its jurisdiction, services and formation date is coming in a later release.

Deadlines are part of hidma from release 3.0.0 onwards. Ask us about your plan during your trial setup.

FAQs

See how businesses improve productivity and client management with hidma.

Know what is due. Bill for the work behind it.

Two months free. No credit card. Our team sets up your clients and their deadlines with you.

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Tell us a little about your firm and our team will get in touch to set everything up for you. Two months free, no credit card needed.

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