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Team

Roster and assignment roles. Team members are not signed-in users yet.

Colleagues

People available for client and task assignment.

  • Nitin Ashok, CPA, CFAPartner
  • Rohit Bhandula, CPAPartner
  • Teresa Slack, CPBEcom strategy lead
  • Connie Smith, CPBEcom Tech lead
  • Anita Bukarica, PCP, CPBProduction manager
  • Kam Laraway, B. CommClient Manager
  • Marina RimacClient Manager
  • Akshay Sehgal, CAClient Manager
  • ChandralekhaBookkeeping Manager
  • KrithigaEcommerce Bookkeeper
  • YaminiEcommerce Bookkeeper
  • SharmilaEcommerce Bookkeeper
  • Aakash ChughEcommerce Bookkeeper
  • Jason SmithIT Manager
  • Marina RadevaClient Manager
  • ShubhamAssistant Manager
Manage colleagues

Roles

Assignment roles for clients, tasks, and the directory.

  • Accountant
  • Admin
  • Admin reviewer
  • Analyst
  • Assistant Manager
  • Associate
  • Bookkeeper
  • Bookkeeping Manager
  • Client manager
  • Ecom strategy lead
  • Ecom Tech lead
  • Ecommerce Bookkeeper
  • GST/HST/PST specialist
  • IT Manager
  • Junior bookkeeper
  • New Hire
  • Onboarding Specialist
  • Operations Manager
  • Partner
  • Payroll specialist
  • Preparer
  • Production manager
  • Reviewer
  • Salesperson
  • Senior bookkeeper
  • Tax Agent
  • Training Manager
  • Virtual CFO
Manage roles