Reminders
Polite nudges for what is still outstanding. You approve before anything goes out.
Run today's reminders
Tickmark sweeps every engagement for items past the date you asked for them, and drafts one note per client in the firm's own plain voice. Nothing sends until you read the drafts and approve.
4 clients have overdue items waiting
Waiting on a nudge · 4
Blue Heron Restaurant Group2 past due
2025 partnership return · W-9s for contractors, Year-end inventory
Chattooga Millworks2 past due
Buy-sell valuation as of December 31, 2025 · Buy-sell agreement, Owner compensation detail
Blue Ridge Literacy Alliance2 past due
FY2025 nonprofit audit · Board minutes, Grant award letters
Keowee Regional Water & Sewer Authority2 past due
FY2025 single audit · Grant agreements, Procurement policy