Project Summary
Capture tax document progress for accounting clients.
New Request
Client
BrightPath Accounting
Contact
Ellen Brooks
Priority
Medium
Due date
10 Jul 2026
Progress0%
Requirements
Checklist per client, secure upload records, and admin overview.
Task Checklist
Completed task overrides persist in this browser.
| Task | Status | Priority | Due | Action |
|---|---|---|---|---|
Confirm requirements Capture scope, examples, and acceptance criteria for the project. | To Do | Medium | 13 Jun 2026 | |
Build core workflow Implement the main workflow and connect the data needed for the demo. | To Do | Medium | 22 Jun 2026 | |
Client review Collect feedback, answer questions, and agree final changes. | To Do | Medium | 01 Jul 2026 |
Money Status
Quote quote-006
Expires 26 Jun 2026
£900
Invoice invoice-006
Due 05 Jul 2026
£450
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