Tasks

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

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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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Brighton Dental Partners
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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

11 tasks · 8 open · 3 complete

FiltersClient: Brighton Dental Partners
TaskClient · projectDepartmentDueAssigneeStatusAction
open8 items
Participant data testingOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit12 Apr 2026Priya Shahopen
ContributionsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit13 Apr 2026Jonah Reyesopen
DistributionsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit14 Apr 2026Sana Ellisopen
Investments and fair valueOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit15 Apr 2026Priya Shahopen
Notes to the financial statementsOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit16 Apr 2026nobodyopen
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
Form 5500 filing packageOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit30 Apr 2026Wren Hallidayopen
complete3 items
Acceptance and continuanceOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit19 Mar 2026Dana Parkcomplete
Independence confirmationOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit22 Mar 2026Dana Parkcomplete
Risk identification meetingOpen projectBrighton Dental PartnersFY2025 401(k) plan auditAudit25 Mar 2026Avery Morgancomplete