Overview
- Waiting on clients
- 3
- Waiting on us
- 3
- Clients onboarding
- 2
Steps and documents still openRead-only bank feed access · Brennan Landscaping · Oct 15, 2026
Mark doneSteps and documents still open6
See all- Read-only bank feed accessTo doBrennan Landscaping · Oct 15, 2026Mark done
- Last year's business tax returnTo doBrennan Landscaping · Oct 18, 2026Mark done
- Chart of accounts set upTo doBrennan Landscaping · Oct 20, 2026Mark done
- Daily sales export from the POSTo doCopper Kettle Café · Oct 19, 2026Mark done
- Opening balances enteredTo doCopper Kettle Café · Oct 22, 2026Mark done
- and 1 more