Ledgerly dev build
Documents still owed to me —
Firm — total engagements —
Firm — documents still owed —
Leads to follow up —
Overdue engagements — New uploads since last working day — Declined engagement letters —

Today

Looking…

Internal Staff Tasks & To-Do List

Coming up — federal and state

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Due Type Filing Client Tax year Action

My engagements

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Client Entity Tax year Progress Action