Client timeline
- Oct 10–12Get startedReview PBC lists; begin uploads.Now
- Oct 13–16Priority recordsProvide priority records.
- Oct 19–21Follow-upProvide selections and reconciliation responses.
- Oct 22–23Final client recordsComplete all deliverables by Friday, Oct 23.
- Oct 26–27Final questionsResolve final questions by Oct 27.
- Oct 28–29Draft and approvalReview draft Oct 28; approve by Oct 29.
- Oct 30Report issuedSign representations; confirm final updates.
Waiting on client
0
With JGV
0 in progress
Resolved
0
Client requests
- Waiting on client0 · 0%
- With JGV0 · 0%
- Resolved0 · 0%
Requests waiting on client 0
Descriptions are abbreviated; see the PBC Excel list for exact requirements.
Nothing waiting on you.