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Client facts
Entity type, fiscal year, state footprint, owner, and contact context shape deadline generation.
指南
How should a CPA firm move deadline work out of Excel?
Spreadsheet migration should not just copy dates. The useful migration creates client context, filing profiles, obligation records, readiness state, source evidence, and ownership that can drive weekly deadline operations.
Migration support helps organize work; firms still review filing obligations.
Last reviewed:
MIGRATION MODEL
A spreadsheet row needs to become operational context.
DueDateHQ treats migration as a review workflow. Imported facts should be normalized, checked, and tied to the deadline work they create.
Obligation mapping
Raw spreadsheet labels need to map to known filing surfaces before the team trusts them.
Review state
Low-confidence rows should become review work instead of silently creating confident reminders.
AFTER IMPORT
The goal is a better weekly queue, not a prettier spreadsheet.
A successful migration lets the firm triage by risk, inspect evidence, and update obligations with an audit trail.
Evidence attachment
Imported obligations should eventually connect to official-source rules and reviewed state.
Owner handoff
The team needs to know who must resolve missing data or verify a candidate obligation.
Audit history
Apply, undo, and correction flows should leave operational history for later review.
PRODUCT SURFACE
Migration Copilot is a four-step review flow, not a live sync engine.
The current product supports Intake, Mapping, Normalize, and Preview & apply. It can handle paste/upload and common export shapes, but public pages should not promise OAuth sync, webhook mirroring, or e-file transmission.
Intake
Users paste or upload client tables; SSN-like sensitive columns or parse failures block the flow.
Mapping and normalize
AI can suggest field mapping and normalization, while low-confidence values remain review work.
Preview & apply
The firm reviews dry-run output before apply writes clients, deadlines, evidence, and audit records.
FAQ
Excel migration questions.
Should a firm import every spreadsheet column?
No. Import the fields that affect filing profile, deadline generation, readiness, ownership, and review state.
Can AI map spreadsheet fields?
AI can suggest mappings and summarize low-confidence rows, but source evidence and human review remain the trust boundary.
What is the migration success metric?
The firm can run weekly deadline triage from reviewed client and obligation context instead of manually reconciling spreadsheets.
Review the weekly triage model.
Migration creates the context that makes deadline risk visible.