Tasks

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

View
ListBoardCalendar
Group by
Assignee
NoneDue dateClientProjectDepartmentAssigneeStatus
Sort
Due date
Due dateClientAssigneeTask
Department
All departments
All departmentsTaxAuditCAS
Status
open
All statusesopencomplete
Assignee
Any assignee
Any assigneeAvery MorganEirene VasquezDana ParkPriya ShahJonah ReyesSana EllisMilo RenardFrances OkoyeIris WhelanColin BergTessa NunnAlina RothBram OdellNadia BeaumontDov HalloranOwen CastilleHallie GrantTheo MarshJune SowandeWren Halliday
Client
Brighton Dental Partners
All clientsBrighton Dental PartnersMarisol and Dean HartleyRowan Street BakeryTrellis AcademyWexford Diocese SchoolsBeckett Family FoundationSST — internal
Project
All projects
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

8 tasks · 8 open · 0 complete

FiltersStatus: openClient: Brighton Dental Partners
TaskClient · projectDepartmentDueAssigneeStatusAction
nobody1 item
Notes to the financial statementsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit16 Apr 2026nobodyopen
Dana Park2 items
Subsequent events reviewOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit20 Apr 2026Dana Parkopen
Management representation letterOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Apr 2026Dana Parkopen
Jonah Reyes1 item
ContributionsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit13 Apr 2026Jonah Reyesopen
Priya Shah2 items
Participant data testingOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit12 Apr 2026Priya Shahopen
Investments and fair valueOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit15 Apr 2026Priya Shahopen
Sana Ellis1 item
DistributionsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit14 Apr 2026Sana Ellisopen
Wren Halliday1 item
Form 5500 filing packageOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit30 Apr 2026Wren Hallidayopen