Checklists

Manage client checklists and track task completion.

Create Checklist

3

Active Checklists

4/14

Items Complete

3

Pending Sign-off

5

Clients with Checklists

ChecklistClientProgressDue DateStatus

Year End 2023-24

Documents and tasks required for annual accounts preparation

GIGraphite IT
13%1 to sign off
30 Apr 2024active

Corporation Tax 2023-24

Tasks for corporation tax return filing

GIGraphite IT
67%1 to sign off
31 Dec 2024active

New Client Onboarding

AML and KYC documentation for new engagement

GSGreenEnergy Solutions
33%1 to sign off
15 Apr 2024active