Tasks

Every task across every project. One person is responsible for a task; any employee may record time against it.

View

List Board Calendar

Group by

None Due date Client Project Department Assignee Status

Sort

Due date Client Assignee Task

Department

All departments Tax Audit CAS

Status

All statuses open complete

Assignee

Any assignee Avery Morgan Eirene Vasquez Dana Park Priya Shah Jonah Reyes Sana Ellis Milo Renard Frances Okoye Iris Whelan Colin Berg Maren Lowe Tessa Nunn Alina Roth Bram Odell Nadia Beaumont Dov Halloran Owen Castille Hallie Grant Theo Marsh June Sowande Wren Halliday

Client

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation Calloway Ridge Partners Harbor Light Community Services Wayfarer Missions SST — internal

Project

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Calloway Ridge Partners · 2025 partnership return Harbor Light Community Services · FY2025 nonprofit audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wayfarer Missions · Monthly accounting · September and October Wexford Diocese Schools · FY2025 agreed-upon procedures

2 tasks · 2 open · 0 complete

FiltersStatus: open Assignee: Alina Roth

open

2

Return Preparation

Calloway Ridge Partners · 2025 partnership return

Calloway Ridge Partners·Tax·13 Apr 2026·Alina Roth·open

Review Comments

Calloway Ridge Partners · 2025 partnership return

Calloway Ridge Partners·Tax·2 days after Detail Review·Alina Roth·open

complete

0

Nothing here.