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

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open
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Assignee
Priya Shah
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
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All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
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All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWexford Diocese Schools · FY2025 agreed-upon procedures

3 tasks · 3 open · 0 complete

FiltersStatus: openAssignee: Priya Shah
TaskClient · projectDepartmentDueAssigneeStatusAction
open3 items
Participant data testingOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit12 Apr 2026Priya Shahopen
Cash and investmentsOpen projectTrellis AcademyFY2025 school auditAudit13 Apr 2026Priya Shahopen
Investments and fair valueOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit15 Apr 2026Priya Shahopen