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Overview
What's due next across all your businesses.
- Due this week
- –
- Due this month
- –
- Overdue
- –
- Businesses
- –
You're close to your plan limit
Overdue
Past their due date and not marked filed (last 90 days). Mark them filed if they're done.
Coming up
Tick a deadline and choose Mark as filed to stop reminders for it.
Date changes
Deadlines the agencies changed recently.
Businesses
Every business you track, its states and its own calendar.
Your businesses
Add a business
Business
Calendar
Get every deadline in Google, Apple or Outlook calendar.
Your firm calendar
Add every deadline for every business to your calendar in one click. It updates on its own when dates change.
Each button opens your calendar app in a new tab so you can confirm the subscription. Subscribed calendars update automatically when deadlines change (Google can take up to a day to refresh).
Calendars for a group
One subscription per group of businesses, such as a staff member's clients. Make groups under Businesses.
Deadline calendar
A calendar for one client
Each business has its own calendar link on its page under Businesses. Useful when a client or staff member wants just one business.
Reminders
Who gets emailed before deadlines, and when.
Reminder emails to your firm
When Ordexly emails you before each deadline.
Client reminders
Email your clients before their deadlines. Turn it on per business and add the client's email.
Weekly summary
Every Monday we email firm owners what's due in the next 14 days.
Import
Bring in many businesses from a spreadsheet.
Import from a spreadsheet
Add many businesses at once from a CSV or Excel file exported from QuickBooks, TaxDome, Karbon, Drake or your own sheet. You see a preview and any errors before anything is saved.
Sample files
Download a template, fill it in, then import it. Or try an export from your current tool.
Account & billing
Your plan, payment, add-ons, team and referrals.
Plan
Your plan
Pick a plan. Every plan starts with a free trial.
- Owner · $5/month: 1 business, just you (1 user).
- Solo · $9/month: up to 10 client businesses, unlimited users.
- Firm · $29/month: up to 50 client businesses, team roles.
- Practice · $59/month: up to 150 client businesses, everything in Firm.
The Client Alerts add-on works on any paid plan.
Only a firm owner can change billing or cancel. Ask an owner on your team.
Your firm already has a subscription, so there's no second checkout.
Refunds: full within 30 days of first payment; then cancel anytime, no partial refunds.
Add-ons
Client Alerts
Branded deadline alert emails to your clients and a read-only deadline portal per client. $15/month or $150/year (2 months free).
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Checkout uses the Terms and not-advice boxes under Plan.
Add-on: City & county deadlines (Ordexly Local)
City and county deadlines added to each business's calendar. Only rules checked against an official source are included. $9/month or $90/year.
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Payment & invoices
Payment & invoices
Update your card, download invoices or change plan in Stripe's secure portal.
Card on file
Founding price lock
Save with yearly billing
Refer a firm
Refer a firm
Give another firm a free month. You get one too when they subscribe.
Team
Team
People at your firm who can sign in. Invite by email.
Devices
Signed-in devices
Browsers where you're signed in. "Stay signed in" devices renew for 30 days while you use them.
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Activity
Activity
Who changed what, and when: businesses, imports, deadlines marked done, team, reminders and billing. Owners only.
Cancel & export
Cancel & export
Cancel any time. Your calendars keep working through the period you paid for.
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Available after you cancel, until your paid period ends.