Thursday 12 Nov 2026
Good afternoon, Grace
Firm-wide figures, as at today
-
Open requests
15
-1 vs last Thursday
-
Overdue with clients
2
-1 vs last Thursday
-
Average turnaround
3.6 days
-0.8 days last 4 weeks vs the 4 before
-
Completed this month
60
+8 vs 52 by 12 Oct
-
Client completion rate
92.7%
+0.7 pts items done, vs last week
Filters the board and both charts. Counts are open requests.
Requests
Open a card for the checklist and messages. The button on each card moves it to the next stage.
Requested 6
Waiting on the client
-
1 of 4
AR, Anika Rao -
0 of 2
GH, Grace Harlow -
2 of 4
TF, Tom Ferris -
0 of 3
LW, Lachlan Webb -
1 of 4
LW, Lachlan Webb -
0 of 1
TF, Tom Ferris
Nothing here for this type.
Uploaded 5
Ready for you to check
-
3 of 4
GH, Grace Harlow -
3 of 3
AR, Anika Rao -
4 of 5
TF, Tom Ferris -
3 of 3
AR, Anika Rao -
1 of 2
GH, Grace Harlow
Nothing here for this type.
In review 4
With your team
-
5 of 5
TF, Tom Ferris -
3 of 3
TF, Tom Ferris -
2 of 2
GH, Grace Harlow -
2 of 2
LW, Lachlan Webb
Nothing here for this type.
Approved 3
Latest this week
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1 of 1
AR, Anika Rao Filed -
2 of 2
GH, Grace Harlow Filed -
1 of 1
TF, Tom Ferris Filed
Nothing here for this type.
Swipe sideways for every stage. Approved shows the latest few. 19 requests have been approved this week.
Turnaround
Average days from sending a request to approving it, by week. All request types.
TurnaroundTarget 3 days
| Week of | Days | Completed |
|---|---|---|
| 24 Aug | 5.7 | 24 |
| 31 Aug | 5.4 | 26 |
| 7 Sep | 5.2 | 28 |
| 14 Sep | 4.8 | 29 |
| 21 Sep | 4.6 | 31 |
| 28 Sep | 4.3 | 33 |
| 5 Oct | 4.1 | 35 |
| 12 Oct | 3.8 | 36 |
| 19 Oct | 3.7 | 38 |
| 26 Oct | 3.6 | 39 |
| 2 Nov | 3.3 | 41 |
| 9 Nov | 3.1 | 19 |
Completed per week
Requests approved and filed. All request types. This week is Monday to today.
Clients
Completion is items done this season. Outstanding is items still with the client on open requests.
| Dr Nadia Petrov | 25% | 3 | Today, 8:15am | Lachlan Webb |
|---|---|---|---|---|
| Kai and Mele Tupou | 70% | 3 | Today, 10:05am | Anika Rao |
| Fernleigh Landscapes | 75% | 3 | Yesterday | Lachlan Webb |
| Brennick Joinery Pty Ltd | 88% | 2 | 9 Nov | Grace Harlow |
| Coalbank Coffee Roasters | 93% | 2 | Today, 11:40am | Tom Ferris |
| Dunmore Pike Super Fund | 94% | 1 | 10 Nov | Tom Ferris |
| Lim Wei Property Trust | 94% | 1 | Today, 7:45am | Tom Ferris |
| Fraser Kell Builders | 95% | 1 | Today, 10:30am | Grace Harlow |
| Ostrowski Family Trust | 96% | 1 | Today, 1:22pm | Grace Harlow |
| Larkspur Physiotherapy | 100% | 0 | Yesterday | Anika Rao |
| Sophie Whitlam | 100% | 0 | Today, 12:50pm | Anika Rao |
| Harrigan and Vale Electrical | 100% | 0 | 10 Nov | Tom Ferris |
| Tarro Vale Vet Clinic | 100% | 0 | Today, 1:05pm | Grace Harlow |
| Pearce Hire Co | 100% | 0 | Yesterday | Lachlan Webb |
No clients match that search.
E-sign queue
Documents out for signature, oldest first.
-
Trustee minutes: asset purchase
Rob Pearce, signedLena Pearce, signed
Ready to countersign2 of 2 signed
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Engagement letter, FY27
Liam Brennick, viewedRosa Brennick, not opened
Viewed0 of 2 signed
-
Sign FY26 company tax return
Ian Fraser, signedKate Fraser, viewed
Viewed1 of 2 signed
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Engagement letter, FY27
Wei Lim, not opened
Sent0 of 1 signed
Deadlines
Next 30 days, 12 Nov to 12 Dec 2026.
-
Mon16Nov
Engagement renewalEngagement
Brennick Joinery Pty Ltd · Letter out for signature
In 4 days
-
Fri20Nov
Audit pack to auditorSMSF
Dunmore Pike Super Fund · 4 of 5 items in
In 8 days
-
Mon23Nov
October monthly BASBAS
Harrigan and Vale Electrical · In review. The 21st is a Saturday
In 11 days
-
Wed25Nov
Q1 BAS, agent lodgementBAS
5 clients · Coalbank still waiting on invoices
In 13 days
-
Tue1Dec
FY26 trust return, firm targetTax return
Lim Wei Property Trust · Documents in review
In 19 days
-
Fri4Dec
FY26 trust return, firm targetTax return
Ostrowski Family Trust · One statement to come
In 22 days
-
Tue8Dec
FY26 company return lodgedTax return
Fraser Kell Builders · Waiting on one signature
In 26 days
-
Fri11Dec
Engagement renewalsEngagement
4 clients · Letters go out 30 Nov
In 29 days
Activity
Today, across the firm.
-
Marta Ostrowski uploaded 3 files to FY26 trust return: investment statements
-
Hannah Moore uploaded 2 files to Equipment finance documents
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Sophie Whitlam completed Home office expenses
-
Mantlepoint sent a second reminder for Q1 BAS: sales and purchase records
-
Jess Coalbank uploaded 2 files to Q1 BAS: sales and purchase records
-
Kate Fraser opened Sign FY26 company tax return
-
Kai Tupou started Rental property schedule, FY26
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Tom Ferris sent Wei Lim Engagement letter, FY27