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

Due date

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

Any assignee

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

Rowan Street Bakery · Q1 2026 close and filings

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

5 tasks · 5 open · 0 complete

FiltersStatus: open Project: Rowan Street Bakery · Q1 2026 close and filings

Task	Client · project	Department	Due	Assignee	Status	Action
Later · April 20262 items
Sales and use tax return · MarchOpen project	Rowan Street BakeryQ1 2026 close and filings	CAS	20 Apr 2026Repeats monthly	Wren Halliday	open
Form 941 working papersOpen project	Rowan Street BakeryQ1 2026 close and filings	CAS	28 Apr 2026Repeats quarterly	Wren Halliday	open
Tomorrow · Friday 10 April3 items
Payroll journalOpen project	Rowan Street BakeryQ1 2026 close and filings	CAS	10 Apr 2026Repeats monthly	Theo Marsh	open
Month-end entries and closeOpen project	Rowan Street BakeryQ1 2026 close and filings	CAS	10 Apr 2026Repeats monthly	Hallie Grant	open
Financials to the clientOpen project	Rowan Street BakeryQ1 2026 close and filings	CAS	10 Apr 2026Repeats monthly	Hallie Grant	open