Active filings
14
+3 this week
Retainers collected
$18,400
Auto via Stripe
Avg. credit
$41,200
per filing
Pending review
4
Awaiting professional
Dropbox folders
11
3 awaiting docs
Avg. turnaround
3.2d
SLA: 5 days
Activity
Retainer auto-charged
Sunridge HVAC Ltd. completed Dropbox folder. $1,500 collected via Stripe.
2h ago
Professional assigned
Maple Wind Co. routed to Daniel R. (CPA Canada, ON) for review.
5h ago
Dropbox folder created
Rocky Ridge Brewing — folder link sent to wade@rockyridge.com.
3h ago
Document request sent
Desert Sun Farms missing 3 of 9 documents. Reminder email sent.
Yesterday
Filing signed and delivered
Clearwater Solar §48 ITC signed by Jennifer S., CPA. Package sent.
1 day ago