Later, a partner could ask in plain words which audit clients have not sent bank confirmations, or what is still outstanding on a given engagement, and get the live answer from your own data, with the reminder emails drafted and ready to approve.

Letters to send or sign

View all

Blue Heron Restaurant Group

2025 partnership tax preparation

Draft

Cateechee Family Medicine

Physician buy-in valuation (SSVS)

Draft

Issaqueena Brewing Co.

2025 corporate tax preparation

Awaiting

Keowee Regional Water & Sewer Authority

FY2025 single audit

Awaiting

Audit trail

Engagement letter sent to Issaqueena Brewing Co.
14 min ago
Marked received: AR aging (Chattooga Millworks)
3 hr ago
Reminder sent to Stribling & Sons Grading for 1 open item
10 hr ago
Insurance policies uploaded by Wanda Stribling for Stribling & Sons Grading
11 hr ago
Bank confirmation uploaded to the portal by Donna Pruitt for Blue Ridge Literacy Alliance
21 hr ago
Three years of financials uploaded by Pam Grider for Cateechee Family Medicine
yesterday
Marked received: Prior year Form 990 (Blue Ridge Literacy Alliance)
yesterday
Marked received: Schedule of federal awards (Keowee Regional Water & Sewer Authority)
2 days ago