Who opened what, when
Audit log
1137 of 1137 entries. Every view and every mutation is here.
| Timestamp | Actor | Role | Action | Object | Reference | Detail |
|---|---|---|---|---|---|---|
| 2026-02-27 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-06 | Reminder #2 |
| 2026-02-26 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-05 | Reminder #1 |
| 2026-02-26 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-06 | Reminder #2 |
| 2026-02-25 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-05 | Reminder #1 |
| 2026-02-24 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-03 | Reminder #2 |
| 2026-02-23 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-02 | Reminder #1 |
| 2026-02-23 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-03 | Reminder #2 |
| 2026-02-22 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-02 | Reminder #1 |
| 2026-02-19 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-03 | Document requested from client |
| 2026-02-19 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-06 | Document requested from client |
| 2026-02-18 18:00 | Rowan Vale | reviewer | View | client | CL-0104 | |
| 2026-02-18 14:04 | Marisol Quist | preparer | Create | lead | LD-0203 | Source: walkIn |
| 2026-02-18 14:00 | Theo Bramwell | preparer | View | return | RT-25-003 | |
| 2026-02-18 13:41 | Marisol Quist | preparer | Create | lead | LD-0207 | Source: websiteForm |
| 2026-02-18 10:00 | Marisol Quist | preparer | View | client | CL-0102 | |
| 2026-02-18 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-02 | Document requested from client |
| 2026-02-18 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-05 | Document requested from client |
| 2026-02-18 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-03 | Document requested from client |
| 2026-02-18 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-06 | Document requested from client |
| 2026-02-18 08:12 | Marisol Quist | preparer | Create | lead | LD-0201 | Source: referral |
| 2026-02-17 22:40 | Marisol Quist | preparer | Create | lead | LD-0202 | Source: googleSearch |
| 2026-02-17 21:00 | Marisol Quist | preparer | Create | lead | LD-0212 | Source: googleSearch |
| 2026-02-17 16:00 | Rowan Vale | reviewer | View | return | RT-25-007 | |
| 2026-02-17 15:35 | Marisol Quist | preparer | Note added | note | NT-126-01 | Team-visible note |
| 2026-02-17 15:00 | Marisol Quist | preparer | Create | invoice | IV-0551 | Invoice 2026-0551 — 150.00 USD |
| 2026-02-17 14:00 | Marisol Quist | preparer | Create | invoice | IV-0550 | Invoice 2026-0550 — 1635.00 USD |
| 2026-02-17 13:00 | Marisol Quist | preparer | View | return | RT-25-005 | |
| 2026-02-17 12:00 | Theo Bramwell | preparer | View | client | CL-0106 | |
| 2026-02-17 11:00 | Marisol Quist | preparer | Signature viewed | signature | SG-0341 | Signer viewed: Piers Villareal |
| 2026-02-17 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0522 | |
| 2026-02-17 10:00 | Marisol Quist | preparer | Stage change | return | RT-25-017 | In preparation → Client review |
| 2026-02-17 10:00 | Rowan Vale | reviewer | Stage change | return | RT-25-017 | Ready for review → Client review |
| 2026-02-17 10:00 | Theo Bramwell | preparer | Stage change | return | RT-25-031 | In preparation → Ready for review |
| 2026-02-17 10:00 | Marisol Quist | preparer | Signature sent | signature | SG-0320 | 2025 Engagement Letter |
| 2026-02-17 10:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0517 | Paid by card |
| 2026-02-17 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-01 | Document requested from client |
| 2026-02-17 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25010-04 | Document requested from client |
| 2026-02-17 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-02 | Document requested from client |
| 2026-02-17 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-05 | Document requested from client |
| 2026-02-17 09:00 | Marisol Quist | preparer | Signature viewed | signature | SG-0313 | Signer viewed: Renata Sivertsen |
| 2026-02-17 09:00 | Marisol Quist | preparer | Signature sent | signature | SG-0322 | NY IT-201 authorization |
| 2026-02-17 09:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0516 | Paid by ach |
| 2026-02-17 09:00 | Marisol Quist | preparer | Create | invoice | IV-0522 | Invoice 2026-0522 — 935.00 USD |
| 2026-02-16 20:15 | Marisol Quist | preparer | Create | lead | LD-0206 | Source: instagram |
| 2026-02-16 19:00 | Rowan Vale | reviewer | View | client | CL-0110 | |
| 2026-02-16 18:22 | Marisol Quist | preparer | Signature viewed | signature | SG-0311 | Signer viewed: Anselm Malinowski |
| 2026-02-16 18:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0515 | Paid by card |
| 2026-02-16 15:00 | Theo Bramwell | preparer | View | return | RT-25-009 | |
| 2026-02-16 14:00 | Marisol Quist | preparer | Signature sent | signature | SG-0321 | 2025 Engagement Letter |
| 2026-02-16 13:00 | Marisol Quist | preparer | Stage change | return | RT-25-024 | In preparation → Client review |
| 2026-02-16 13:00 | Rowan Vale | reviewer | Stage change | return | RT-25-024 | Ready for review → Client review |
| 2026-02-16 12:30 | Marisol Quist | preparer | Stage change | return | RT-25-007 | In preparation → Client review |
| 2026-02-16 12:30 | Rowan Vale | reviewer | Stage change | return | RT-25-007 | Ready for review → Client review |
| 2026-02-16 11:00 | Marisol Quist | preparer | Signature sent | signature | SG-0311 | Form 8879 (2025) |
| 2026-02-16 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0517 | |
| 2026-02-16 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0521 | |
| 2026-02-16 11:00 | Marisol Quist | preparer | View | client | CL-0108 | |
| 2026-02-16 10:15 | Theo Bramwell | preparer | Stage change | return | RT-25-022 | In preparation → Ready for review |
| 2026-02-16 10:12 | Marisol Quist | preparer | Access denied | return | RT-25-022 | Ready for review → Client review |
| 2026-02-16 10:11 | Marisol Quist | preparer | Signature viewed | signature | SG-0312 | Signer viewed: Juno Ostrander |
| 2026-02-16 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0520 | |
| 2026-02-16 10:00 | Marisol Quist | preparer | Create | invoice | IV-0553 | Invoice 2026-0553 — 150.00 USD |
| 2026-02-16 09:00 | Theo Bramwell | preparer | Create | return | RT-25-010 | New 2025 return for CL-0110 |
| 2026-02-16 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-01 | Document requested from client |
| 2026-02-16 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25034-04 | Document requested from client |
| 2026-02-16 09:00 | Marisol Quist | preparer | Signature sent | signature | SG-0341 | Form 8879 (2025) — re-sign after IRS rejection |
| 2026-02-16 09:00 | Marisol Quist | preparer | Create | invoice | IV-0517 | Invoice 2026-0517 — 600.00 USD |
| 2026-02-16 09:00 | Marisol Quist | preparer | Create | invoice | IV-0520 | Invoice 2026-0520 — 1250.00 USD |
| 2026-02-16 09:00 | Marisol Quist | preparer | Create | invoice | IV-0521 | Invoice 2026-0521 — 850.00 USD |
| 2026-02-16 09:00 | Marisol Quist | preparer | Create | invoice | IV-0552 | Invoice 2026-0552 — 150.00 USD |
| 2026-02-15 17:00 | Rowan Vale | reviewer | View | return | RT-25-013 | |
| 2026-02-15 16:04 | Marisol Quist | preparer | Stage change | return | RT-25-001 | In preparation → Ready for review |
| 2026-02-15 14:00 | Marisol Quist | preparer | Signature sent | signature | SG-0312 | Form 8879 (2025) |
| 2026-02-15 13:00 | Marisol Quist | preparer | Signature sent | signature | SG-0323 | 2025 Engagement Letter |
| 2026-02-15 13:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0524 | |
| 2026-02-15 13:00 | Theo Bramwell | preparer | View | client | CL-0112 | |
| 2026-02-15 12:00 | Marisol Quist | preparer | Signature sent | signature | SG-0313 | Form 8879 (2025) |
| 2026-02-15 12:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0516 | |
| 2026-02-15 11:20 | Theo Bramwell | preparer | Stage change | return | RT-25-012 | In preparation → Reviewer changes requested |
| 2026-02-15 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0515 | |
| 2026-02-15 11:00 | Rowan Vale | reviewer | Note added | note | NT-118-01 | Reviewer-only note |
| 2026-02-15 10:30 | Marisol Quist | preparer | Create | lead | LD-0204 | Source: existingTaxClient |
| 2026-02-15 10:15 | Marisol Quist | preparer | Note added | note | NT-134-01 | Team-visible note |
| 2026-02-15 09:00 | Marisol Quist | preparer | Create | return | RT-25-034 | New 2025 return for CL-0134 |
| 2026-02-15 09:00 | Marisol Quist | preparer | Create | invoice | IV-0515 | Invoice 2026-0515 — 325.00 USD |
| 2026-02-15 09:00 | Marisol Quist | preparer | Create | invoice | IV-0516 | Invoice 2026-0516 — 325.00 USD |
| 2026-02-15 09:00 | Marisol Quist | preparer | Create | invoice | IV-0524 | Invoice 2026-0524 — 1335.00 USD |
| 2026-02-15 09:00 | Marisol Quist | preparer | View | return | RT-25-011 | |
| 2026-02-14 18:00 | Rowan Vale | reviewer | Stage change | return | RT-25-005 | Ready to file → Filed |
| 2026-02-14 18:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0501 | Paid by card |
| 2026-02-14 16:30 | Theo Bramwell | preparer | Note added | note | NT-008-01 | Team-visible note |
| 2026-02-14 16:00 | Theo Bramwell | preparer | View | return | RT-25-015 | |
| 2026-02-14 15:20 | Rowan Vale | reviewer | Note added | note | NT-111-01 | Reviewer-only note |
| 2026-02-14 15:00 | Marisol Quist | preparer | Stage change | return | RT-25-011 | In preparation → Ready for review |
| 2026-02-14 15:00 | Rowan Vale | reviewer | View | client | CL-0116 | |
| 2026-02-14 12:00 | Marisol Quist | preparer | View | client | CL-0114 | |
| 2026-02-14 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0525 | |
| 2026-02-14 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0530 | |
| 2026-02-14 10:00 | Marisol Quist | preparer | Stage change | return | RT-25-028 | In preparation → Reviewer changes requested |
| 2026-02-14 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0532 | |
| 2026-02-14 09:12 | Rowan Vale | reviewer | Signature signed | signature | SG-0301 | Cassian Osterlund — 72.•••.•••.42 |
| 2026-02-14 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-08 | Reminder #1 |
| 2026-02-14 09:00 | Marisol Quist | preparer | Create | invoice | IV-0525 | Invoice 2026-0525 — 1375.00 USD |
| 2026-02-14 09:00 | Marisol Quist | preparer | Create | invoice | IV-0530 | Invoice 2026-0530 — 325.00 USD |
| 2026-02-14 09:00 | Marisol Quist | preparer | Create | invoice | IV-0532 | Invoice 2026-0532 — 325.00 USD |
| 2026-02-13 20:14 | Marisol Quist | preparer | Signature viewed | signature | SG-0310 | Signer viewed: Theo Bramwell |
| 2026-02-13 18:20 | Marisol Quist | preparer | Signature viewed | signature | SG-0301 | Signer viewed: Cassian Osterlund |
| 2026-02-13 18:00 | Rowan Vale | reviewer | View | return | RT-25-019 | |
| 2026-02-13 16:00 | Marisol Quist | preparer | Create | lead | LD-0208 | Source: referral |
| 2026-02-13 14:30 | Marisol Quist | preparer | Invoice sent | invoice | IV-0501 | |
| 2026-02-13 14:22 | Theo Bramwell | preparer | Access denied | return | RT-25-024 | Ready for review → Client review |
| 2026-02-13 14:00 | Marisol Quist | preparer | Signature sent | signature | SG-0301 | Form 8879 (2025) |
| 2026-02-13 14:00 | Theo Bramwell | preparer | View | client | CL-0118 | |
| 2026-02-13 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0533 | |
| 2026-02-13 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0534 | |
| 2026-02-13 10:00 | Marisol Quist | preparer | View | return | RT-25-017 | |
| 2026-02-13 09:00 | Marisol Quist | preparer | Signature sent | signature | SG-0310 | Form 8879 (2025) |
| 2026-02-13 09:00 | Marisol Quist | preparer | Create | invoice | IV-0501 | Invoice 2026-0501 — 410.00 USD |
| 2026-02-13 09:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0518 | Paid by card |
| 2026-02-13 09:00 | Marisol Quist | preparer | Create | invoice | IV-0533 | Invoice 2026-0533 — 325.00 USD |
| 2026-02-13 09:00 | Marisol Quist | preparer | Create | invoice | IV-0534 | Invoice 2026-0534 — 325.00 USD |
| 2026-02-12 17:00 | Marisol Quist | preparer | Document downloaded | document | DC-25023-05 | |
| 2026-02-12 16:00 | Rowan Vale | reviewer | View | client | CL-0122 | |
| 2026-02-12 14:00 | Rowan Vale | reviewer | Note added | note | NT-002-02 | Reviewer-only note |
| 2026-02-12 13:00 | Marisol Quist | preparer | View | client | CL-0120 | |
| 2026-02-12 12:00 | Theo Bramwell | preparer | View | return | RT-25-021 | |
| 2026-02-12 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0518 | |
| 2026-02-12 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25014-06 | Reminder #2 |
| 2026-02-12 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-06 | Reminder #2 |
| 2026-02-12 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-06 | Reminder #2 |
| 2026-02-12 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-06 | Reminder #2 |
| 2026-02-12 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-06 | Reminder #2 |
| 2026-02-12 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-06 | Reminder #2 |
| 2026-02-12 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-06 | Reminder #2 |
| 2026-02-12 09:00 | Marisol Quist | preparer | Create | invoice | IV-0518 | Invoice 2026-0518 — 325.00 USD |
| 2026-02-11 21:00 | Marisol Quist | preparer | Document received | document | DC-25023-05 | bank-routing-form.pdf (105kb) |
| 2026-02-11 19:00 | Rowan Vale | reviewer | View | return | RT-25-025 | |
| 2026-02-11 18:00 | Marisol Quist | preparer | View | document | DC-25023-04 | |
| 2026-02-11 15:00 | Marisol Quist | preparer | Create | lead | LD-0205 | Source: googleBusinessProfile |
| 2026-02-11 15:00 | Theo Bramwell | preparer | View | client | CL-0124 | |
| 2026-02-11 14:00 | Marisol Quist | preparer | View | document | DC-25023-03 | |
| 2026-02-11 13:00 | Theo Bramwell | preparer | View | document | DC-25023-04 | |
| 2026-02-11 11:00 | Marisol Quist | preparer | View | return | RT-25-023 | |
| 2026-02-11 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25014-05 | Reminder #1 |
| 2026-02-11 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-05 | Reminder #1 |
| 2026-02-11 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-05 | Reminder #1 |
| 2026-02-11 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-05 | Reminder #1 |
| 2026-02-11 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-05 | Reminder #1 |
| 2026-02-11 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-05 | Reminder #1 |
| 2026-02-11 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-05 | Reminder #1 |
| 2026-02-10 18:00 | Theo Bramwell | preparer | Document received | document | DC-25023-04 | id-front-back.pdf (639kb) |
| 2026-02-10 18:00 | Marisol Quist | preparer | Create | lead | LD-0209 | Source: facebook |
| 2026-02-10 17:00 | Rowan Vale | reviewer | View | client | CL-0103 | |
| 2026-02-10 14:00 | Rowan Vale | reviewer | Stage change | return | RT-25-020 | Filed → Accepted |
| 2026-02-10 13:00 | Theo Bramwell | preparer | View | return | RT-25-027 | |
| 2026-02-10 10:00 | Marisol Quist | preparer | View | document | DC-25023-02 | |
| 2026-02-10 09:00 | Rowan Vale | reviewer | View | document | DC-25023-03 | |
| 2026-02-10 09:00 | Marisol Quist | preparer | View | client | CL-0101 | |
| 2026-02-09 16:00 | Theo Bramwell | preparer | View | client | CL-0105 | |
| 2026-02-09 15:00 | Rowan Vale | reviewer | Document received | document | DC-25023-03 | Form-1098-mortgage.pdf (278kb) |
| 2026-02-09 15:00 | Rowan Vale | reviewer | View | return | RT-25-001 | |
| 2026-02-09 12:00 | Marisol Quist | preparer | Create | lead | LD-0211 | Source: referral |
| 2026-02-09 12:00 | Marisol Quist | preparer | View | return | RT-25-029 | |
| 2026-02-09 11:00 | Rowan Vale | reviewer | Stage change | return | RT-25-013 | Filed → Accepted |
| 2026-02-09 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-03 | Reminder #2 |
| 2026-02-09 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-03 | Reminder #2 |
| 2026-02-09 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-03 | Reminder #2 |
| 2026-02-09 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-03 | Reminder #2 |
| 2026-02-09 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-03 | Reminder #2 |
| 2026-02-09 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-03 | Reminder #2 |
| 2026-02-09 05:00 | Theo Bramwell | preparer | View | document | DC-25023-02 | |
| 2026-02-09 02:00 | Marisol Quist | preparer | View | document | DC-25023-06 | |
| 2026-02-08 21:00 | Rowan Vale | reviewer | View | document | DC-25023-06 | |
| 2026-02-08 18:00 | Rowan Vale | reviewer | View | client | CL-0109 | |
| 2026-02-08 17:00 | Theo Bramwell | preparer | Document downloaded | document | DC-25031-05 | |
| 2026-02-08 15:00 | Rowan Vale | reviewer | Stage change | return | RT-25-033 | Filed → Accepted |
| 2026-02-08 14:00 | Theo Bramwell | preparer | View | return | RT-25-003 | |
| 2026-02-08 12:00 | Theo Bramwell | preparer | Document received | document | DC-25023-02 | 1099-INT.pdf (107kb) |
| 2026-02-08 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0531 | |
| 2026-02-08 10:00 | Marisol Quist | preparer | View | client | CL-0107 | |
| 2026-02-08 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-02 | Reminder #1 |
| 2026-02-08 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-02 | Reminder #1 |
| 2026-02-08 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-02 | Reminder #1 |
| 2026-02-08 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-02 | Reminder #1 |
| 2026-02-08 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-02 | Reminder #1 |
| 2026-02-08 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-02 | Reminder #1 |
| 2026-02-08 09:00 | Marisol Quist | preparer | Create | invoice | IV-0531 | Invoice 2026-0531 — 325.00 USD |
| 2026-02-08 01:00 | Marisol Quist | preparer | Document downloaded | document | DC-25023-01 | |
| 2026-02-08 00:00 | Rowan Vale | reviewer | Document received | document | DC-25023-06 | prior-year-return.pdf (1441kb) |
| 2026-02-07 21:00 | Theo Bramwell | preparer | Document received | document | DC-25031-05 | bank-routing-form.pdf (105kb) |
| 2026-02-07 18:00 | Theo Bramwell | preparer | View | document | DC-25031-04 | |
| 2026-02-07 17:00 | Theo Bramwell | preparer | Document downloaded | document | DC-25027-05 | |
| 2026-02-07 16:00 | Rowan Vale | reviewer | View | return | RT-25-007 | |
| 2026-02-07 15:00 | Rowan Vale | reviewer | Stage change | return | RT-25-020 | Ready to file → Filed |
| 2026-02-07 14:00 | Theo Bramwell | preparer | View | document | DC-25014-03 | |
| 2026-02-07 14:00 | Theo Bramwell | preparer | View | document | DC-25031-03 | |
| 2026-02-07 13:00 | Theo Bramwell | preparer | View | document | DC-25031-04 | |
| 2026-02-07 13:00 | Marisol Quist | preparer | View | return | RT-25-005 | |
| 2026-02-07 12:00 | Theo Bramwell | preparer | View | client | CL-0111 | |
| 2026-02-07 09:00 | Marisol Quist | preparer | Document received | document | DC-25023-01 | W2.pdf (196kb) |
| 2026-02-06 21:00 | Theo Bramwell | preparer | Document received | document | DC-25027-05 | bank-routing-form.pdf (105kb) |
| 2026-02-06 19:00 | Rowan Vale | reviewer | View | client | CL-0115 | |
| 2026-02-06 18:00 | Theo Bramwell | preparer | View | document | DC-25027-04 | |
| 2026-02-06 18:00 | Theo Bramwell | preparer | Document received | document | DC-25031-04 | id-front-back.pdf (639kb) |
| 2026-02-06 17:00 | Theo Bramwell | preparer | Document downloaded | document | DC-25008-05 | |
| 2026-02-06 15:00 | Theo Bramwell | preparer | View | return | RT-25-009 | |
| 2026-02-06 14:00 | Rowan Vale | reviewer | Stage change | return | RT-25-013 | Ready to file → Filed |
| 2026-02-06 14:00 | Theo Bramwell | preparer | View | document | DC-25027-03 | |
| 2026-02-06 13:00 | Theo Bramwell | preparer | View | document | DC-25027-04 | |
| 2026-02-06 11:00 | Rowan Vale | reviewer | Stage change | return | RT-25-029 | Filed → Accepted |
| 2026-02-06 11:00 | Rowan Vale | reviewer | Lead converted | lead | LD-0210 | Converted to client and return |
| 2026-02-06 11:00 | Marisol Quist | preparer | View | client | CL-0113 | |
| 2026-02-06 10:00 | Theo Bramwell | preparer | View | document | DC-25014-02 | |
| 2026-02-06 10:00 | Theo Bramwell | preparer | View | document | DC-25031-02 | |
| 2026-02-06 09:00 | Marisol Quist | preparer | Stage change | return | RT-25-023 | Intake → In preparation |
| 2026-02-06 09:00 | Rowan Vale | reviewer | View | document | DC-25014-03 | |
| 2026-02-06 09:00 | Rowan Vale | reviewer | View | document | DC-25031-03 | |
| 2026-02-06 09:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0503 | Paid by ach |
| 2026-02-06 08:14 | Rowan Vale | reviewer | Signature signed | signature | SG-0303 | Nora Weatherford — 68.•••.•••.90 |
| 2026-02-06 00:00 | Marisol Quist | preparer | View | document | DC-25REJ1-05 | |
| 2026-02-05 21:00 | Theo Bramwell | preparer | Document received | document | DC-25008-05 | bank-routing-form.pdf (105kb) |
| 2026-02-05 19:00 | Marisol Quist | preparer | View | document | DC-25REJ1-05 | |
| 2026-02-05 18:00 | Theo Bramwell | preparer | View | document | DC-25008-04 | |
| 2026-02-05 18:00 | Theo Bramwell | preparer | Document received | document | DC-25027-04 | id-front-back.pdf (639kb) |
| 2026-02-05 17:00 | Marisol Quist | preparer | Document downloaded | document | DC-25026-05 | |
| 2026-02-05 17:00 | Rowan Vale | reviewer | View | return | RT-25-013 | |
| 2026-02-05 15:00 | Rowan Vale | reviewer | Document received | document | DC-25014-03 | Form-1098-mortgage.pdf (278kb) |
| 2026-02-05 15:00 | Rowan Vale | reviewer | Document received | document | DC-25031-03 | Form-1098-mortgage.pdf (278kb) |
| 2026-02-05 14:00 | Theo Bramwell | preparer | View | document | DC-25008-03 | |
| 2026-02-05 13:00 | Theo Bramwell | preparer | View | document | DC-25008-04 | |
| 2026-02-05 13:00 | Theo Bramwell | preparer | View | client | CL-0117 | |
| 2026-02-05 12:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0502 | Paid by card |
| 2026-02-05 11:44 | Marisol Quist | preparer | Signature viewed | signature | SG-0303 | Signer viewed: Nora Weatherford |
| 2026-02-05 11:02 | Rowan Vale | reviewer | Signature signed | signature | SG-0302 | Ines & Piers Renneker — 104.•••.•••.11 |
| 2026-02-05 11:00 | Marisol Quist | preparer | Signature viewed | signature | SG-0342 | Signer viewed: Milo Torvik |
| 2026-02-05 11:00 | Marisol Quist | preparer | Create | lead | LD-0210 | Source: walkIn |
| 2026-02-05 10:00 | Theo Bramwell | preparer | View | document | DC-25027-02 | |
| 2026-02-05 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0503 | |
| 2026-02-05 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0541 | |
| 2026-02-05 09:35 | Theo Bramwell | preparer | Note added | note | NT-002-01 | Team-visible note |
| 2026-02-05 09:00 | Marisol Quist | preparer | Create | return | RT-25-023 | New 2025 return for CL-0123 |
| 2026-02-05 09:00 | Rowan Vale | reviewer | View | document | DC-25027-03 | |
| 2026-02-05 09:00 | Marisol Quist | preparer | Signature sent | signature | SG-0303 | Form 8879 (2025) |
| 2026-02-05 09:00 | Marisol Quist | preparer | Signature sent | signature | SG-0342 | NY IT-201 authorization |
| 2026-02-05 09:00 | Marisol Quist | preparer | Create | invoice | IV-0503 | Invoice 2026-0503 — 325.00 USD |
| 2026-02-05 09:00 | Marisol Quist | preparer | Create | invoice | IV-0541 | Invoice 2026-0541 — 325.00 USD |
| 2026-02-05 09:00 | Marisol Quist | preparer | View | return | RT-25-011 | |
| 2026-02-05 05:00 | Theo Bramwell | preparer | View | document | DC-25014-02 | |
| 2026-02-05 05:00 | Theo Bramwell | preparer | View | document | DC-25031-02 | |
| 2026-02-05 02:00 | Theo Bramwell | preparer | View | document | DC-25031-06 | |
| 2026-02-04 21:00 | Marisol Quist | preparer | Document received | document | DC-25026-05 | bank-routing-form.pdf (105kb) |
| 2026-02-04 21:00 | Rowan Vale | reviewer | View | document | DC-25031-06 | |
| 2026-02-04 21:00 | Marisol Quist | preparer | Document received | document | DC-25REJ1-05 | bank-routing-form.pdf (107kb) |
| 2026-02-04 20:00 | Marisol Quist | preparer | View | document | DC-25REJ1-04 | |
| 2026-02-04 18:00 | Theo Bramwell | preparer | Document received | document | DC-25008-04 | id-front-back.pdf (639kb) |
| 2026-02-04 18:00 | Marisol Quist | preparer | View | document | DC-25026-04 | |
| 2026-02-04 17:00 | Theo Bramwell | preparer | Document downloaded | document | DC-25002-05 | |
| 2026-02-04 16:00 | Rowan Vale | reviewer | Stage change | return | RT-25-033 | Ready to file → Filed |
| 2026-02-04 16:00 | Theo Bramwell | preparer | View | return | RT-25-015 | |
| 2026-02-04 15:00 | Rowan Vale | reviewer | Document received | document | DC-25027-03 | Form-1098-mortgage.pdf (278kb) |
| 2026-02-04 15:00 | Rowan Vale | reviewer | View | document | DC-25REJ1-04 | |
| 2026-02-04 15:00 | Rowan Vale | reviewer | View | client | CL-0121 | |
| 2026-02-04 14:33 | Marisol Quist | preparer | Signature viewed | signature | SG-0302 | Signer viewed: Ines & Piers Renneker |
| 2026-02-04 14:00 | Marisol Quist | preparer | View | document | DC-25026-03 | |
| 2026-02-04 14:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0505 | Paid by ach |
| 2026-02-04 13:00 | Theo Bramwell | preparer | View | document | DC-25026-04 | |
| 2026-02-04 12:00 | Theo Bramwell | preparer | Document received | document | DC-25014-02 | 1099-INT.pdf (107kb) |
| 2026-02-04 12:00 | Theo Bramwell | preparer | Document received | document | DC-25031-02 | 1099-INT.pdf (107kb) |
| 2026-02-04 12:00 | Marisol Quist | preparer | View | client | CL-0119 | |
| 2026-02-04 10:00 | Theo Bramwell | preparer | View | document | DC-25008-02 | |
| 2026-02-04 10:00 | Marisol Quist | preparer | Signature sent | signature | SG-0302 | Form 8879 (2025) |
| 2026-02-04 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0502 | |
| 2026-02-04 09:30 | Rowan Vale | reviewer | Signature signed | signature | SG-0305 | Corvino Family Trattoria — 72.•••.•••.19 |
| 2026-02-04 09:00 | Rowan Vale | reviewer | View | document | DC-25008-03 | |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25014-06 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-03 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-06 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-03 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-06 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-03 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-06 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-03 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-06 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-03 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-06 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-03 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-06 | Document requested from client |
| 2026-02-04 09:00 | Marisol Quist | preparer | Create | invoice | IV-0502 | Invoice 2026-0502 — 560.00 USD |
| 2026-02-04 05:00 | Theo Bramwell | preparer | View | document | DC-25027-02 | |
| 2026-02-04 02:00 | Theo Bramwell | preparer | View | document | DC-25027-06 | |
| 2026-02-04 01:00 | Marisol Quist | preparer | Document downloaded | document | DC-25014-01 | |
| 2026-02-04 01:00 | Marisol Quist | preparer | Document downloaded | document | DC-25031-01 | |
| 2026-02-04 00:00 | Rowan Vale | reviewer | Document received | document | DC-25031-06 | prior-year-return.pdf (1441kb) |
| 2026-02-03 21:00 | Theo Bramwell | preparer | Document received | document | DC-25002-05 | Form-1098-mortgage.pdf (280kb) |
| 2026-02-03 21:00 | Rowan Vale | reviewer | View | document | DC-25027-06 | |
| 2026-02-03 18:00 | Theo Bramwell | preparer | View | document | DC-25002-04 | |
| 2026-02-03 18:00 | Theo Bramwell | preparer | Document received | document | DC-25026-04 | id-front-back.pdf (639kb) |
| 2026-02-03 18:00 | Rowan Vale | reviewer | Document received | document | DC-25REJ1-04 | id-front-back.pdf (641kb) |
| 2026-02-03 18:00 | Rowan Vale | reviewer | View | return | RT-25-019 | |
| 2026-02-03 17:00 | Marisol Quist | preparer | Document downloaded | document | DC-25028-05 | |
| 2026-02-03 15:00 | Rowan Vale | reviewer | Document received | document | DC-25008-03 | Form-1098-mortgage.pdf (278kb) |
| 2026-02-03 15:00 | Marisol Quist | preparer | Signature viewed | signature | SG-0305 | Signer viewed: Corvino Family Trattoria |
| 2026-02-03 14:00 | Rowan Vale | reviewer | Stage change | return | RT-25-029 | Ready to file → Filed |
| 2026-02-03 14:00 | Theo Bramwell | preparer | View | document | DC-25002-03 | |
| 2026-02-03 14:00 | Theo Bramwell | preparer | View | client | CL-0123 | |
| 2026-02-03 13:00 | Theo Bramwell | preparer | View | document | DC-25002-04 | |
| 2026-02-03 12:00 | Theo Bramwell | preparer | Document received | document | DC-25027-02 | 1099-INT.pdf (107kb) |
| 2026-02-03 11:00 | Marisol Quist | preparer | Document downloaded | document | DC-25REJ1-03 | |
| 2026-02-03 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0505 | |
| 2026-02-03 10:00 | Theo Bramwell | preparer | View | document | DC-25002-08 | |
| 2026-02-03 10:00 | Marisol Quist | preparer | View | document | DC-25026-02 | |
| 2026-02-03 10:00 | Marisol Quist | preparer | View | return | RT-25-017 | |
| 2026-02-03 09:00 | Marisol Quist | preparer | Document received | document | DC-25014-01 | W2.pdf (196kb) |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25014-05 | Document requested from client |
| 2026-02-03 09:00 | Rowan Vale | reviewer | View | document | DC-25026-03 | |
| 2026-02-03 09:00 | Marisol Quist | preparer | Document received | document | DC-25031-01 | W2.pdf (196kb) |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-02 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-05 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-02 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-05 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-08 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-02 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-05 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-02 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-05 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-02 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-05 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-02 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-05 | Document requested from client |
| 2026-02-03 09:00 | Marisol Quist | preparer | Signature sent | signature | SG-0305 | Form 8879 (2025) |
| 2026-02-03 09:00 | Marisol Quist | preparer | Create | invoice | IV-0505 | Invoice 2026-0505 — 1335.00 USD |
| 2026-02-03 08:30 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0504 | Paid by card |
| 2026-02-03 08:00 | Rowan Vale | reviewer | Signature signed | signature | SG-0304 | Roan Pentland — 24.•••.•••.55 |
| 2026-02-03 05:00 | Theo Bramwell | preparer | View | document | DC-25002-08 | |
| 2026-02-03 05:00 | Theo Bramwell | preparer | View | document | DC-25008-02 | |
| 2026-02-03 02:00 | Theo Bramwell | preparer | View | document | DC-25008-06 | |
| 2026-02-03 01:00 | Marisol Quist | preparer | Document downloaded | document | DC-25027-01 | |
| 2026-02-03 00:00 | Rowan Vale | reviewer | Document received | document | DC-25027-06 | prior-year-return.pdf (1441kb) |
| 2026-02-02 21:00 | Rowan Vale | reviewer | View | document | DC-25008-06 | |
| 2026-02-02 21:00 | Marisol Quist | preparer | Document received | document | DC-25028-05 | mileage-log-2025.csv (82kb) |
| 2026-02-02 18:00 | Theo Bramwell | preparer | Document received | document | DC-25002-04 | 1099-DIV.pdf (129kb) |
| 2026-02-02 18:00 | Marisol Quist | preparer | View | document | DC-25028-04 | |
| 2026-02-02 17:00 | Theo Bramwell | preparer | Document downloaded | document | DC-25025-05 | |
| 2026-02-02 16:00 | Rowan Vale | reviewer | View | client | CL-0102 | |
| 2026-02-02 15:00 | Rowan Vale | reviewer | Document received | document | DC-25026-03 | Form-1098-mortgage.pdf (278kb) |
| 2026-02-02 15:00 | Marisol Quist | preparer | Document received | document | DC-25REJ1-03 | Form-1098-mortgage.pdf (280kb) |
| 2026-02-02 15:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0510 | Paid by card |
| 2026-02-02 14:00 | Marisol Quist | preparer | View | document | DC-25028-03 | |
| 2026-02-02 13:10 | Marisol Quist | preparer | Signature viewed | signature | SG-0304 | Signer viewed: Roan Pentland |
| 2026-02-02 13:00 | Theo Bramwell | preparer | View | document | DC-25028-04 | |
| 2026-02-02 13:00 | Marisol Quist | preparer | View | client | CL-0125 | |
| 2026-02-02 12:00 | Theo Bramwell | preparer | Document received | document | DC-25008-02 | 1099-INT.pdf (107kb) |
| 2026-02-02 12:00 | Marisol Quist | preparer | View | document | DC-25REJ1-02 | |
| 2026-02-02 12:00 | Theo Bramwell | preparer | View | return | RT-25-021 | |
| 2026-02-02 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0504 | |
| 2026-02-02 10:00 | Theo Bramwell | preparer | View | document | DC-25002-02 | |
| 2026-02-02 10:00 | Marisol Quist | preparer | View | document | DC-25028-08 | |
| 2026-02-02 09:00 | Theo Bramwell | preparer | Stage change | return | RT-25-014 | Intake → Documents requested |
| 2026-02-02 09:00 | Theo Bramwell | preparer | Stage change | return | RT-25-031 | Intake → Ready for review |
| 2026-02-02 09:00 | Rowan Vale | reviewer | View | document | DC-25002-03 | |
| 2026-02-02 09:00 | Rowan Vale | reviewer | Document received | document | DC-25002-09 | prior-year-return.pdf (1444kb) |
| 2026-02-02 09:00 | Rowan Vale | reviewer | Document downloaded | document | DC-25002-09 | |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-25014-04 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Document received | document | DC-25027-01 | W2.pdf (196kb) |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-01 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-04 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1103-07 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-01 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-04 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1109-07 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-01 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-04 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1115-07 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-01 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-04 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1118-07 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-01 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-04 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1124-07 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-01 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-04 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Reminder sent | document | DC-26Q1133-07 | Document requested from client |
| 2026-02-02 09:00 | Marisol Quist | preparer | Signature sent | signature | SG-0304 | Form 8879 (2025) |
| 2026-02-02 09:00 | Marisol Quist | preparer | Create | invoice | IV-0504 | Invoice 2026-0504 — 325.00 USD |
| 2026-02-02 08:00 | Marisol Quist | preparer | View | document | DC-25REJ1-01 | |
| 2026-02-02 07:00 | Theo Bramwell | preparer | View | document | DC-25REJ1-02 | |
| 2026-02-02 06:00 | Theo Bramwell | preparer | View | document | DC-25002-07 | |
| 2026-02-02 06:00 | Theo Bramwell | preparer | Document received | document | DC-25002-08 | bank-routing-form.pdf (108kb) |
| 2026-02-02 05:00 | Theo Bramwell | preparer | View | document | DC-25026-02 | |
| 2026-02-02 05:00 | Theo Bramwell | preparer | View | document | DC-25028-08 | |
| 2026-02-02 04:00 | Marisol Quist | preparer | View | document | DC-25REJ1-06 | |
| 2026-02-02 02:00 | Marisol Quist | preparer | View | document | DC-25026-06 | |
| 2026-02-02 01:00 | Marisol Quist | preparer | View | document | DC-25002-07 | |
| 2026-02-02 01:00 | Marisol Quist | preparer | Document downloaded | document | DC-25008-01 | |
| 2026-02-02 00:00 | Rowan Vale | reviewer | Document received | document | DC-25008-06 | prior-year-return.pdf (1441kb) |
| 2026-02-01 23:00 | Theo Bramwell | preparer | View | document | DC-25REJ1-06 | |
| 2026-02-01 21:00 | Theo Bramwell | preparer | Document received | document | DC-25025-05 | bank-routing-form.pdf (105kb) |
| 2026-02-01 21:00 | Rowan Vale | reviewer | View | document | DC-25026-06 | |
| 2026-02-01 19:00 | Rowan Vale | reviewer | View | return | RT-25-025 | |
| 2026-02-01 18:00 | Theo Bramwell | preparer | View | document | DC-25025-04 | |
| 2026-02-01 18:00 | Theo Bramwell | preparer | Document received | document | DC-25028-04 | balance-sheet-2025.pdf (429kb) |
| 2026-02-01 17:00 | Theo Bramwell | preparer | Document downloaded | document | DC-25018-05 | |
| 2026-02-01 15:00 | Rowan Vale | reviewer | Document received | document | DC-25002-03 | 1099-INT.pdf (108kb) |
| 2026-02-01 15:00 | Theo Bramwell | preparer | View | client | CL-0104 | |
| 2026-02-01 14:00 | Theo Bramwell | preparer | View | document | DC-25025-03 | |
| 2026-02-01 13:00 | Theo Bramwell | preparer | View | document | DC-25025-04 | |
| 2026-02-01 12:00 | Theo Bramwell | preparer | Document received | document | DC-25026-02 | 1099-INT.pdf (107kb) |
| 2026-02-01 12:00 | Theo Bramwell | preparer | Document received | document | DC-25REJ1-02 | 1099-INT.pdf (109kb) |
| 2026-02-01 11:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0523 | |
| 2026-02-01 11:00 | Marisol Quist | preparer | View | return | RT-25-023 | |
| 2026-02-01 10:00 | Marisol Quist | preparer | View | document | DC-25028-02 | |
| 2026-02-01 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0510 | |
| 2026-02-01 09:00 | Theo Bramwell | preparer | Create | return | RT-25-014 | New 2025 return for CL-0114 |
| 2026-02-01 09:00 | Theo Bramwell | preparer | Stage change | return | RT-25-027 | Intake → Documents complete |
| 2026-02-01 09:00 | Theo Bramwell | preparer | Create | return | RT-25-031 | New 2025 return for CL-0131 |
| 2026-02-01 09:00 | Marisol Quist | preparer | Create | return | RT-26-Q1-103 | New 2026 return for CL-0103 |
| 2026-02-01 09:00 | Marisol Quist | preparer | Create | return | RT-26-Q1-109 | New 2026 return for CL-0109 |
| 2026-02-01 09:00 | Marisol Quist | preparer | Create | return | RT-26-Q1-115 | New 2026 return for CL-0115 |
| 2026-02-01 09:00 | Theo Bramwell | preparer | Create | return | RT-26-Q1-118 | New 2026 return for CL-0118 |
| 2026-02-01 09:00 | Marisol Quist | preparer | Create | return | RT-26-Q1-124 | New 2026 return for CL-0124 |
| 2026-02-01 09:00 | Theo Bramwell | preparer | Create | return | RT-26-Q1-133 | New 2026 return for CL-0133 |
| 2026-02-01 09:00 | Marisol Quist | preparer | Document received | document | DC-25008-01 | W2.pdf (196kb) |
| 2026-02-01 09:00 | Rowan Vale | reviewer | View | document | DC-25028-03 | |
| 2026-02-01 09:00 | Marisol Quist | preparer | Create | invoice | IV-0510 | Invoice 2026-0510 — 475.00 USD |
| 2026-02-01 09:00 | Marisol Quist | preparer | Create | invoice | IV-0523 | Invoice 2026-0523 — 1250.00 USD |
| 2026-02-01 06:00 | Marisol Quist | preparer | View | document | DC-25028-07 | |
| 2026-02-01 06:00 | Theo Bramwell | preparer | Document received | document | DC-25028-08 | bank-routing-form.pdf (108kb) |
| 2026-02-01 05:00 | Theo Bramwell | preparer | View | document | DC-25002-02 | |
| 2026-02-01 03:00 | Marisol Quist | preparer | Document received | document | DC-25002-07 | id-front-back.pdf (642kb) |
| 2026-02-01 03:00 | Rowan Vale | reviewer | View | document | DC-25REJ1-01 | |
| 2026-02-01 02:00 | Theo Bramwell | preparer | View | document | DC-25002-06 | |
| 2026-02-01 01:00 | Marisol Quist | preparer | Document downloaded | document | DC-25026-01 | |
| 2026-02-01 01:00 | Marisol Quist | preparer | View | document | DC-25028-07 | |
| 2026-02-01 00:00 | Rowan Vale | reviewer | Document received | document | DC-25026-06 | prior-year-return.pdf (1441kb) |
| 2026-02-01 00:00 | Theo Bramwell | preparer | Document received | document | DC-25REJ1-06 | prior-year-return.pdf (1443kb) |
| 2026-01-31 21:00 | Rowan Vale | reviewer | View | document | DC-25002-06 | |
| 2026-01-31 21:00 | Theo Bramwell | preparer | Document received | document | DC-25018-05 | K-1.pdf (360kb) |
| 2026-01-31 18:00 | Theo Bramwell | preparer | View | document | DC-25018-04 | |
| 2026-01-31 18:00 | Theo Bramwell | preparer | Document received | document | DC-25025-04 | id-front-back.pdf (639kb) |
| 2026-01-31 17:00 | Marisol Quist | preparer | Document downloaded | document | DC-25021-05 | |
| 2026-01-31 17:00 | Rowan Vale | reviewer | View | client | CL-0108 | |
| 2026-01-31 15:00 | Rowan Vale | reviewer | Document received | document | DC-25028-03 | PL-2025.pdf (498kb) |
| 2026-01-31 14:00 | Theo Bramwell | preparer | View | document | DC-25018-03 | |
| 2026-01-31 13:00 | Theo Bramwell | preparer | View | document | DC-25018-04 | |
| 2026-01-31 13:00 | Theo Bramwell | preparer | View | return | RT-25-027 | |
| 2026-01-31 12:00 | Theo Bramwell | preparer | Document received | document | DC-25002-02 | W2.pdf (197kb) |
| 2026-01-31 10:00 | Theo Bramwell | preparer | View | document | DC-25025-02 | |
| 2026-01-31 09:00 | Theo Bramwell | preparer | Stage change | return | RT-25-008 | Intake → In preparation |
| 2026-01-31 09:00 | Theo Bramwell | preparer | Create | return | RT-25-027 | New 2025 return for CL-0127 |
| 2026-01-31 09:00 | Rowan Vale | reviewer | View | document | DC-25025-03 | |
| 2026-01-31 09:00 | Marisol Quist | preparer | Document received | document | DC-25026-01 | W2.pdf (196kb) |
| 2026-01-31 09:00 | Rowan Vale | reviewer | Document received | document | DC-25REJ1-01 | W2.pdf (198kb) |
| 2026-01-31 09:00 | Marisol Quist | preparer | View | client | CL-0106 | |
| 2026-01-31 05:00 | Theo Bramwell | preparer | View | document | DC-25028-02 | |
| 2026-01-31 03:00 | Marisol Quist | preparer | Document received | document | DC-25028-07 | id-front-back.pdf (642kb) |
| 2026-01-31 02:00 | Marisol Quist | preparer | View | document | DC-25028-06 | |
| 2026-01-31 01:00 | Marisol Quist | preparer | Document downloaded | document | DC-25002-01 | |
| 2026-01-31 00:00 | Rowan Vale | reviewer | Document received | document | DC-25002-06 | childcare-statement.pdf (161kb) |
| 2026-01-30 21:00 | Marisol Quist | preparer | Document received | document | DC-25021-05 | mileage-log-2025.csv (82kb) |
| 2026-01-30 21:00 | Rowan Vale | reviewer | View | document | DC-25028-06 | |
| 2026-01-30 18:00 | Theo Bramwell | preparer | Document received | document | DC-25018-04 | balance-sheet-2025.pdf (429kb) |
| 2026-01-30 18:00 | Marisol Quist | preparer | View | document | DC-25021-04 | |
| 2026-01-30 17:00 | Theo Bramwell | preparer | Document downloaded | document | DC-25016-05 | |
| 2026-01-30 16:00 | Theo Bramwell | preparer | View | client | CL-0110 | |
| 2026-01-30 15:15 | Marisol Quist | preparer | Note added | note | NT-119-01 | Team-visible note |
| 2026-01-30 15:00 | Rowan Vale | reviewer | Document received | document | DC-25025-03 | Form-1098-mortgage.pdf (278kb) |
| 2026-01-30 15:00 | Rowan Vale | reviewer | View | return | RT-25-001 | |
| 2026-01-30 14:00 | Marisol Quist | preparer | View | document | DC-25021-03 | |
| 2026-01-30 13:00 | Theo Bramwell | preparer | View | document | DC-25021-04 | |
| 2026-01-30 12:00 | Theo Bramwell | preparer | Document received | document | DC-25028-02 | 1099-K.pdf (257kb) |
| 2026-01-30 12:00 | Marisol Quist | preparer | View | return | RT-25-029 | |
| 2026-01-30 10:00 | Theo Bramwell | preparer | View | document | DC-25018-02 | |
| 2026-01-30 10:00 | Marisol Quist | preparer | View | document | DC-25021-08 | |
| 2026-01-30 10:00 | Marisol Quist | preparer | Invoice sent | invoice | IV-0542 | |
| 2026-01-30 09:00 | Theo Bramwell | preparer | Create | return | RT-25-008 | New 2025 return for CL-0108 |
| 2026-01-30 09:00 | Marisol Quist | preparer | Stage change | return | RT-25-026 | Intake → In preparation |
| 2026-01-30 09:00 | Marisol Quist | preparer | Stage change | return | RT-25-REJ-1 | Intake → In preparation |
| 2026-01-30 09:00 | Marisol Quist | preparer | Document received | document | DC-25002-01 | W2.pdf (196kb) |
| 2026-01-30 09:00 | Rowan Vale | reviewer | View | document | DC-25018-03 | |
| 2026-01-30 09:00 | Rowan Vale | reviewer | Payment recorded | invoice | IV-0512 | Paid by ach |
| 2026-01-30 09:00 | Marisol Quist | preparer | Create | invoice | IV-0542 | Invoice 2026-0542 — 325.00 USD |
| 2026-01-30 06:00 | Theo Bramwell | preparer | View | document | DC-25018-07 | |
| 2026-01-30 05:00 | Theo Bramwell | preparer | View | document | DC-25021-08 | |
| 2026-01-30 05:00 | Theo Bramwell | preparer | View | document | DC-25025-02 | |
| 2026-01-30 02:00 | Theo Bramwell | preparer | View | document | DC-25025-06 | |
| 2026-01-30 01:00 | Marisol Quist | preparer | View | document | DC-25018-07 | |
| 2026-01-30 01:00 | Marisol Quist | preparer | Document downloaded | document | DC-25028-01 | |
| 2026-01-30 00:00 | Rowan Vale | reviewer | Document received | document | DC-25028-06 | prior-year-return.pdf (1441kb) |
| 2026-01-29 21:00 | Theo Bramwell | preparer | Document received | document | DC-25016-05 | bank-routing-form.pdf (105kb) |
| 2026-01-29 21:00 | Rowan Vale | reviewer | View | document | DC-25025-06 | |
| 2026-01-29 18:00 | Theo Bramwell | preparer | View | document | DC-25016-04 | |
| 2026-01-29 18:00 | Theo Bramwell | preparer | Document received | document | DC-25021-04 | balance-sheet-2025.pdf (429kb) |
| 2026-01-29 18:00 | Rowan Vale | reviewer | View | client | CL-0114 | |
| 2026-01-29 17:00 | Marisol Quist | preparer | Document downloaded | document | DC-25001-05 | |
| 2026-01-29 15:00 | Rowan Vale | reviewer | Document received | document | DC-25018-03 | PL-2025.pdf (498kb) |
| 2026-01-29 14:00 | Theo Bramwell | preparer | View | document | DC-25016-03 | |
| 2026-01-29 14:00 | Theo Bramwell | preparer | View | return | RT-25-003 | |
| 2026-01-29 13:00 | Theo Bramwell | preparer | View | document | DC-25016-04 | |
| 2026-01-29 12:00 | Theo Bramwell | preparer | Document received | document | DC-25025-02 | 1099-INT.pdf (107kb) |
| 2026-01-29 10:00 | Marisol Quist | preparer | View | document | DC-25021-02 |
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