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DeadlineIQ™: Never Chase a Client Deadline Again
Start With a ShaktiSpark: DeadlineIQ™ Automation
See How Automation Actually Works Before Committing
ShaktiSpark is a no-obligation starter automation designed to show how AI can remove manual work from your firm safely and practically. For CPA and Accounting firms, DeadlineIQ™ runs year-round automated client outreach — deadline reminders, document checklists, follow-up sequences, and status visibility — so your team never has to chase a client manually again.
Book a Conversation
You book a short conversation or request a ShaktiSpark
We Review Your Workflow
We review your workflow and context, then set up a starter automation
You Decide Next Steps
If helpful, we discuss next steps. If not, you still keep the value
No complex software. No sensitive data required. No obligation to continue.
Results are private and Confidential.
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The Automation Flow
"DeadlineIQ™ follows a systematic six-step workflow to ensure nothing falls through the cracks:"
Trigger Event
System identifies an upcoming deadline (ex: 941 due in 30 days)
Pre-Deadline Notice
Email with deadline reminder.
Upgrade option: Include checklist of what's required for this deadline and maintain a log of the checklist submission
Reminder Loop
Configurable reminder sequence if client doesn't complete checklist
Upgrade Option: Checklist Delivered
Entity-specific checklist with documents needed, instructions, upload links, and firm contact
Upgrade Option: Status Visibility
Visibility on who completed, who's missing docs, and which deadlines are at risk
Upgrade Option: Deadline Close-Out
Completion, missing, and late/dropped lists for workload prioritization
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