The loop · create request → chase reminders → mark received
Betancourt — February close · tax prep
Projected close Mar 18.
4 documents requested
February close · tax prepMerchant depositsReceipt · Feb · opened Mar 7
OpenedLoan statementStatement · Feb · opened Mar 8
OpenedVendor invoices · 4Invoice · Feb · req'd Mar 6
RequestedFixed-asset receiptsReceipt · Feb · req'd Mar 6
RequestedPortal link
Courteousshoebox.link/whitfield/betancourt-feb
4 documents for your february close · tax prep
Hi Betancourt— when you have a moment, here’s the short list we need. One link, no login, and phone photos are perfectly fine. — Whitfield & Co
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