Triage
Centralized inbox for emails, notifications, and work items
5 items
highemail
2 hours agoQ4 Tax Planning Documents Required
From: sarah.johnson@techcorp.comClient: TechCorp SolutionsAssigned to: Michael Chen
Hi team, we need to finalize the Q4 tax planning documents for our review meeting next week...
mediumnotification
4 hours agoNew client onboarding started
From: Karbon SystemClient: Green Valley Enterprises
Green Valley Enterprises has been added to the onboarding pipeline. Initial documents received.
mediumwork item
6 hours agoMonthly bookkeeping review due
From: Lisa RodriguezClient: Coastal Retail GroupAssigned to: David Park
Monthly reconciliation and financial statements need review before client meeting.
highemail
1 day agoUrgent: Payroll processing question
From: hr@manufacturingplus.comClient: Manufacturing Plus Inc
We have a question about the new employee payroll setup that needs immediate attention...
lowcomment
1 day agoComment on Financial Advisory Project
From: Jennifer WalshClient: Riverside InvestmentsAssigned to: Sarah Kim
Added notes to the investment portfolio analysis. Please review when convenient.