SST team
| Person | Role | Completes | Working on | Hours |
|---|---|---|---|---|
| NBNadia BeaumontCAS | Partner | — | Partner Review | 0.0 h |
| OCOwen CastilleCAS | Supervisor | Daily Weekly, September Close, October Close, Quarterly, Annual, Additional Billing | Manager Overview | 0.0 h |
| HGHallie GrantCAS | Senior accountant | — | Investment statement request to the client | 0.0 h |
| TMTheo MarshCAS | Accountant | — | Subsidies Journal Entry - Additional for the Fully Subsidized Fieldworkers | 0.0 h |
| JSJune SowandeCAS | Accountant | — | Reconcile Undeposited Funds Account | 0.0 h |
| WHWren HallidayAdministration | Administration | — | — | 0.0 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.
