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 BergMaren LoweTessa 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 FoundationCalloway Ridge PartnersHarbor Light Community ServicesWayfarer MissionsSST — internal
Project
All projectsBeckett Family Foundation · FY2025 foundation auditBrighton Dental Partners · FY2025 401(k) plan auditCalloway Ridge Partners · 2025 partnership returnHarbor Light Community Services · FY2025 nonprofit auditRowan Street Bakery · Q1 2026 close and filingsTrellis Academy · FY2025 school auditWayfarer Missions · Monthly accounting · September and OctoberWexford Diocese Schools · FY2025 agreed-upon procedures

22 tasks · 17 open · 5 complete

FiltersProject: Calloway Ridge Partners · 2025 partnership return

Calloway Ridge Partners · 2025 partnership return

22
Organize PBCs

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·27 Mar 2026·Alina Roth·complete

Return Preparation

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·13 Apr 2026·Alina Roth·open

Detail Review

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·3 days after Return Preparation·Maren Lowe·open

Review Comments

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·2 days after Detail Review·Alina Roth·open

Clear Review Notes

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Review Comments·Maren Lowe·open

Final Review

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·5 days after Clear Review Notes·Colin Berg·open

Final Review Comments

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·2 days after Final Review·Maren Lowe·open

Process Tax Return

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Clear Final Review Notes·Wren Halliday·open

E-File Return

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·1 day after Clear Final Review Notes·Wren Halliday·open

Download Acceptance

Calloway Ridge Partners · 2025 partnership return

Open project

Calloway Ridge Partners·Tax·No due date·Wren Halliday·open