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Welcome back. Here's what needs your attention today.

Active Requests

4

Currently in progress

+2 from last week

Overdue

1

Require attention

1 new this week

Awaiting Review

3

Files to review

2 added today

Completed

0

This week

On track

Active Document Requests

Track progress on current requests

ClientRequestDue DateProgressStatusAction
Sarah Mitchell
May 2025 Bookkeeping Documents
Monthly Bookkeeping
May 20, 2025
3/5
In Progress
James Chen
2024 Tax Return Documents
Tax Preparation
May 15, 2025
6/8
Awaiting Review
Michael Thompson
Q1 2025 Payroll Records
Payroll Documents
Apr 15, 2025
1/4
Overdue
Robert Kim
2024 Tax Extension Documents
Tax Preparation
May 25, 2025
0/8
Sent

Overdue Requests

Michael Thompson

Due Apr 15, 2025

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