SST team
| Person | Role | Completes | Working on | Hours |
|---|---|---|---|---|
| FOFrances OkoyeTax | Primary partner | — | — | 0.0 h |
| CBColin BergTax | Senior manager | Detail review | — | 5.5 h |
| TNTessa NunnTax | Bill manager | Delivered to the client | — | 0.0 h |
| ARAlina RothTax | Preparer | Front end, Preparation | — | 15.0 h |
| WHWren HallidayAdministration | Administration | Engagement letter received, Client information received, E-file acceptance | — | 2.5 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.
