Overview
Current work, upcoming obligations and recent changes for this company.
Needs attention
0 unsigned terms · 10 unassigned tasks · 37 outstanding requests from the client
Deadlines
- Monthly bookkeeping close (DEMO — not a statutory obligation) · 2026-06 — due 14 Jul 2026late
- Monthly bookkeeping close (DEMO — not a statutory obligation) · 2026-07 — due 14 Aug 2026late
- Quarterly client review (DEMO — not a statutory obligation) · 2026-Q3 — due 25 Aug 2026late
- Monthly bookkeeping close (DEMO — not a statutory obligation) · 2026-08 — due 14 Sept 2026
- Monthly bookkeeping close (DEMO — not a statutory obligation) · 2026-09 — due 14 Oct 2026
Work
47 open · 0 blocked · assigned to 1 person
- E21 · Set up a company service · bookkeeping · To do · No due date · Unassigned
- T22 · Review client acceptance · To do · No due date · Unassigned
- S23 · Record KYC, independence, conflict and capacity checks · To do · No due date · Unassigned
- T24 · Agree the service · To do · No due date · Unassigned
- S25 · Prepare, issue and record the signed service agreement · To do · No due date · Unassigned
- E26 · Set up a company service · payroll · To do · No due date · Unassigned
Latest documents
No accessible documents recorded.
All company documentsPrior work and cutover
0 historical entries · 0 need checking or follow-up.
Prior audits and filings have not been captured. An empty register does not mean they were completed.
Open migration checklistRecent activity
- Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
- Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
- Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
- Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
- Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
- Deadline.generated · demo|cedar-owner · 11 Sept 2026, 09:52
Company setup and portal access
books kept in: Firm engine
Portal access (2 active)Manage portal users
- admin@troodos.test · Client admin · Active
- uploader@troodos.test · Uploader · Active