SST team
| Person | Role | Completes | Working on | Hours |
|---|---|---|---|---|
| NBNadia BeaumontCAS | Partner | — | — | 0.0 h |
| OCOwen CastilleCAS | Supervisor | — | — | 2.5 h |
| HGHallie GrantCAS | Senior accountant | March close | Month-end entries and close | 13.5 h |
| TMTheo MarshCAS | Accountant | January close, February close | Payroll journal | 23.5 h |
| WHWren HallidayAdministration | Administration | Q1 filings | Sales and use tax return · March | 2.0 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.
