Summary metrics for renewals and engagements (ex outstanding, completed)
under review
G
Gabriel Badillo
An advisor shared that they have an internal sheet in their firm that they use to track returns and progress at a high level. It lists out returns by type 1040, 1120, 1120s, 1065, etc.. and lets them now how many returns need to get done. It also shows them how many returns have been filed, ready to file, are needing info. "the gist is we love to know at anytime how many of each type of returns we have to complete"
Dwight Clancy
updated the status to
under review