Victory SuiteToday's workLeads & pipelineClientsService casesConsent & intakeApprovals4AppointmentsDelivery & evidenceFollow-up journeyDocumentsFinancialsMarketingConnectionsSettingsLive officeLive agendaLive campaignsClient portalStaff & accessSecure account
Service cases
Houston office/Saturday, October 3, 2026

2025 business tax engagement

Oak & Pine Studio · Business taxes · BT-0105

CollectingConsent recordedOwner: J. OkaforDue: Oct 15

Waiting on client evidence

Prior-year return

Service checklist

2 of 4 steps recorded

Checklist changes do not establish legal consent or external filing acceptance.