SST team
| Person | Role | Completes | Working on | Hours |
|---|---|---|---|---|
| AMAvery MorganAudit | Partner | — | — | 0.0 h |
| EVEirene VasquezAudit | Tech review | Detail review | — | 0.0 h |
| DPDana ParkAudit | Senior manager | Planning, Wrap-up | Minimum distribution requirement | 4.5 h |
| JRJonah ReyesAudit | Staff | Fieldwork | Grants made and approvals | 19.5 h |
| SESana EllisAudit | Staff | — | Investment income and fair value | 11.0 h |
| WHWren HallidayAdministration | Administration | Processing | 990-PF filing package | 0.5 h |
Client team
The people on the client side who provide documents. Add contacts now and invite them when the request list is ready.
| Contact | Invitation | Requests | Action |
|---|---|---|---|
No client contacts yet Add a contact here or while creating a request. | |||
Prototype invitations are simulated. No email is sent; invitation status resets on reload.
