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

Client

None Due date Client Project Department Assignee Status

Sort

Due date

Due date Client Assignee Task

Department

All departments

All departments Tax Audit CAS

Status

open

All statuses open complete

Assignee

Sana Ellis

Client

All clients

All clients Brighton Dental Partners Marisol and Dean Hartley Rowan Street Bakery Trellis Academy Wexford Diocese Schools Beckett Family Foundation SST — internal

Project

All projects

All projects Beckett Family Foundation · FY2025 foundation audit Brighton Dental Partners · FY2025 401(k) plan audit Rowan Street Bakery · Q1 2026 close and filings Trellis Academy · FY2025 school audit Wexford Diocese Schools · FY2025 agreed-upon procedures

2 tasks · 2 open · 0 complete

FiltersStatus: open Assignee: Sana Ellis

Task	Client · project	Department	Due	Assignee	Status	Action
Beckett Family Foundation1 item
Investment income and fair valueOpen project	Beckett Family FoundationFY2025 foundation audit	Audit	10 Apr 2026	Sana Ellis	open
Brighton Dental Partners1 item
DistributionsOpen project	Brighton Dental PartnersFY2025 401(k) plan audit	Audit	14 Apr 2026	Sana Ellis	open