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Active Requests

4

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+2 from last week

Overdue

1

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1 new this week

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3

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2 added today

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0

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Active Document Requests

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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
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Overdue Requests

Michael Thompson

Due Apr 15, 2025

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