Workflow Automation
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Automated follow-up suggestions
- • Send reminder to Maria Gonzalez for W-2, Prior-Year Return
- • Send reminder to Michael Chen for W-2, Prior-Year Return
- • Send reminder to David Kim for W-2, Prior-Year Return
- • Send reminder to Kevin Brooks for W-2, 1098
New Client4
Robert Hayes
lowDue 11-084
PS
Daniela Morales
mediumDue 11-193
DO
Ryan Mitchell
lowDue 11-074
PS
Luna Beauty Studio
highDue 11-145
EM
Documents Requested10
Maria Gonzalez
highDue 11-032
EM
Michael Chen
highDue 11-062
EM
David Kim
mediumDue 11-102
DO
Kevin Brooks
lowDue 11-142
PS
Steven Park
highDue 11-182
EM
Andrew Foster
mediumDue 11-222
DO
Camila Herrera
mediumDue 11-252
DO
Mark Holloway
highDue 11-052
EM
Sunrise Bakery LLC
highDue 11-082
EM
Verde Landscaping Co.
mediumDue 11-122
DO
Documents Received8
James Whitaker
mediumDue 11-04
DO
Isabel Navarro
lowDue 11-11
PS
Brian Sullivan
mediumDue 11-16
DO
Mariana Vega
lowDue 11-23
PS
Paul Bennett
mediumDue 11-03
DO
Northside Auto Repair
lowDue 11-10
PS
Summit HVAC Services
mediumDue 11-15
DO
Douglas Guncet & Vanessa Romero
highDue 11-092
EM
Staff Review6
Sofia Ramirez
lowDue 11-05
PS
Lucia Fernandez
mediumDue 11-13
DO
Christopher Lane
lowDue 11-20
PS
Natalia Rios
highDue 11-27
EM
Coastal Realty Group
mediumDue 11-09
DO
Casa Bonita Restaurant
lowDue 11-16
PS
Tax Preparation5
Ana Lucia Torres
mediumDue 11-07
DO
Valentina Cruz
highDue 11-15
EM
Jason Patel
highDue 11-24
EM
Elena Suarez
mediumDue 11-06
DO
Bright Smile Dental PC
highDue 11-11
EM
Final Review4
Carmen Delgado
highDue 11-09
EM
Gabriela Ortiz
lowDue 11-17
PS
Eric Thompson
lowDue 11-26
PS
Harbor Logistics Inc.
lowDue 11-13
PS
Completed4
Thomas Reed
highDue 11-12
EM
Rosa Jimenez
highDue 11-21
EM
Adriana Castillo
lowDue 11-04
PS
Pinecrest Property Mgmt
highDue 11-17
EM
Activity history
- 2026-11-02 08:42 — Sofia Ramirez uploaded a 1098 Mortgage Interest form
- 2026-11-02 08:15 — AI sent 6 reminders for missing W-2 forms
- 2026-11-01 17:30 — Sunrise Bakery LLC moved to Staff Review
- 2026-11-01 15:05 — Michael Chen booked a virtual meeting for Nov 3
- 2026-11-01 11:20 — Carmen Delgado asked about her refund status