Document Management

Documents

290 documents across 184 clients

Tax Forms
48 files
Bank Statements
124 files
Invoices
86 files
Contracts
32 files

Upload activity

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175 uploads this week

Missing documents

  • Prior-year tax return
    Hannah Lee
    7d overdue
  • W-2 form
    Michael Chen
    5d overdue
  • Q3 bank statements
    Carlos Mendez
    3d overdue

Document library

NameClientCategorySizeUploadedStatus
Form 1040 — 2024.pdf
Sarah Johnson
Tax Forms
1.2 MBToday, 10:14 AM
Reviewed
Q3 Bank Statement — Chase.pdf
Michael Chen
Bank Statements
842 KBToday, 9:02 AM
Pending Review
Vendor Invoice #4451.pdf
Priya Patel
Invoices
320 KBYesterday
Reviewed
Service Agreement 2025.pdf
David Williams
Contracts
2.1 MBYesterday
Signed
W-9 Form.pdf
Emily Rodriguez
Tax Forms
180 KB2 days ago
Reviewed
October Bank Statement.pdf
James O'Connor
Bank Statements
910 KB2 days ago
Pending Review
Retainer Agreement.pdf
Robert Kim
Contracts
1.4 MB3 days ago
Signed
Q3 Vendor Invoices.zip
Carlos Mendez
Invoices
4.8 MB3 days ago
Reviewed