Document Requests
Manage and track all document requests
Total
6
Active
4
Completed
2
Overdue
1
| Client | Request | Due Date | Progress | Status | Actions |
|---|---|---|---|---|---|
| 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 | |
| Amanda Rodriguez | April 2025 Bookkeeping Documents Monthly Bookkeeping | Apr 30, 2025 | 5/5 | Completed | |
| 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 | |
| Sarah Mitchell | 2024 Tax Documents Tax Preparation | Apr 1, 2025 | 8/8 | Completed |