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All Tasks 64 My extensions 12 Waiting on clients 9 Review queue 5
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Status is Waiting on client Assignee is Dana Whitfield Filter Clear all Save view Update "Waiting on clients" Save as new view View name
Kestrel Manufacturing LLC
TaskClientStatusDueAssigneeTags
Waiting on 2025 closing statements Kestrel Manufacturing LLC Waiting on client Sep 5 DWDana W. Chasing
Alvarez Family Trust
1041 — gather trust statements Alvarez Family Trust Waiting on client Sep 30 DWDana W.
Northline Dental PC
Missing Q2 bank statements Northline Dental PC Waiting on client Oct 2 DWDana W.
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T-TASK-04 · Aug 2026