Leads & pipeline
From first contact to an owned, consent-aware service case.
No qualified sample leads waiting. Start a client intake after checking for duplicates.Start intake
Service caseReviewing
TX
2025 individual return
David Chen · T-2291
Owner: J. OkaforOct 15
Service casePermission review
MC
Annual coverage review
Rosa Delgado · M-0884
Owner: M. ReyesOct 06
Service caseReviewing
CR
Evidence review · disputed account
Amir Hassan · C-1130
Owner: M. ReyesOct 07
Service caseReconciling
BK
September 2026 monthly close
Oak & Pine Studio · B-0410
Owner: J. OkaforOct 05
Service caseScheduled
NT
Mobile notary appointment
Elena Martinez · N-0218
Owner: S. ParkOct 03
Service caseIntake
LI
Policy needs review
James Williams · L-0192
Owner: S. ParkOct 08
Service caseCollecting
BT
2025 business tax engagement
Oak & Pine Studio · BT-0105
Owner: J. OkaforOct 15