Greenkey Insights · April 2026
April at Greenkey: Coordinate Changes to Your Accounting Workflow
Greenkey’s April 2026 update: important dates, office coordination, a featured financial resource and a link to the month’s blog.
From Greenkey
New tool? Let’s keep the handoff clear.
If your business is introducing automation or AI into its accounting workflow, let Greenkey know before the change affects how transactions, documents or approvals are handled.
Share who will manage the new process and whether it changes access to supporting records. Discuss the accounting review needed and agree the scope before adding work to your monthly process.
Keep these dates close
Important dates & reminders.
Dates for this edition and the weeks ahead. Check the label to see whether an item is an office closure, banking date, filing reminder or planning checkpoint.
Independent tax-provider reminder
April 15, 2026
Individual federal return filing date
For most calendar-year individuals, 2025 federal returns are due April 15. Your tax professional should confirm any extension, disaster relief or other special rules. Greenkey provides bookkeeping and reporting, not tax-return preparation or filing.
Monthly planning checkpoint
April 30, 2026
Prepare the next monthly close.
Confirm your document handoff and reporting dates with Greenkey. This is a planning checkpoint, not a filing deadline or a promise of same-day reports.
Mortgage reporting reminder
May 15, 2026
Q1 · looking ahead Mortgage Call Report
NMLS lists this as the standard Q1 quarterly activity deadline for applicable firms. Confirm your company and state requirements with your compliance or filing provider.
Historical edition: these dates apply to the period shown, not the current calendar. Confirm applicable filing requirements with your independent provider. Greenkey does not offer payroll or income-tax return preparation or filing.
A note for your next handoff
Keep responsibilities clear when a workflow changes.
Introducing a new automation or AI tool should also prompt a conversation about the accounting handoff. Tell Greenkey what will change before the records or approvals move into a different process.
- Share which records or transactions the new process will affect.
- Identify the person who will review exceptions and respond to questions.
- Coordinate authorized access and document delivery through the agreed client process.
Use your agreed client process for supporting records. For a new service question, contact Greenkey to discuss the support and timing you need.
This month’s featured blog
AI in Accounting: Automation Still Needs Human Review
April’s blog discusses the role of automation and the review that still belongs with people. Open the article for the detailed perspective.
Stay in touch
Thank you for staying connected.
Greenkey Insights keeps the office news, important dates and featured financial article together each month. Share a question or a request with Greenkey, or subscribe to receive the next edition.
Your Key to Financial Clarity,
Tara Constantine
Founder · Greenkey Accounting Services