Today at the office

 

0
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0
In progress
0
Finished today
0
Calls to return
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Assigned & working

My work

 

0
On my desk
0
Finished today
—
Avg. handling
0
Free in pool
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Shared pool · grab one

My messages

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Called back · clears after 2 days

Check in a file

Client dropped off documents. Log it, then print the folder tag.

Document type
Folder tag preview
Harlia Foods Inc
Resham Singh Khaira
Tax documentsQ1 · Jan–Mar
Received Jul 14, 2026
Harlia Foods Inc
Resham Singh Khaira
Bookkeeping · Q1
In pool
File lifecycle
Dropped off
Jul 14 · 9:12 AM
Picked up
—
Finished
—
Filed in box
—

Storage

Where finished files live — paper in boxes, email files in client folders.

📁
Gill Trucking Inc
Harjit Gill · 2 files
▸
✉ Bookkeeping · Q1
✉ Bookkeeping · Q2
📁
Sandhu Logistics
Jasbir Sandhu · 1 file
▸
✉ Tax documents · 2025

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Baldeep

baldeep@protaxcanada.com

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8:47

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