BOS Email Priorities — Afternoon Follow-Up Report

Morning

Still Pending

Responded

New Arrivals

⚠ Still Pending from Morning (3)

Tom Hendricks 6h ago

Urgent — Need Financials for Board Meeting

Today 6:48 AM · Northwind Builders Ltd.

Follow-up from Tom Hendricks (12:45 PM)

Hi — just checking in on this. The board meeting is at 3pm today. Can you send the updated P&L and balance sheet as soon as possible?

AI Summary

Client sent a second follow-up. Board meeting is at 3pm today — roughly 2 hours away. Original request was for updated financials incorporating figures provided last night.

Still critical: Client has followed up. Only 2 hours remain before the board meeting deadline.

CriticalOverdue

Andrea Vasquez 6h ago

GST filing questions — deadline is Friday

Yesterday 4:12 PM · Cascade Dental Group

AI Summary

GST filing deadline is now 2 days away. Client still has unresolved questions about input tax credits for dental equipment. No response since yesterday afternoon.

Escalated: Compliance deadline now 2 days away with no reply sent. Originally flagged as High.

HighOverdue

Raj Malhotra 5.5h ago

Invoice from IT vendor looks different this month — can you check?

Today 7:30 AM · Summit Engineering Inc.

MediumOverdue

⚡ New Since Morning (2)

Sandra Okafor

CRA Notice of Assessment — need to review before I respond

Today 11:15 AM · Lakeside Community Services

Last message from Sandra Okafor

We received a Notice of Assessment from the CRA today that shows a different amount than what we expected. Can you take a look before I reply to them?

AI Summary

Non-profit client received a CRA Notice of Assessment with a discrepancy. Needs bookkeeper review before the client responds to CRA. Potential compliance implications.

Ranked high: CRA correspondence with potential tax implications for a B-tier non-profit client.

HighNew

Brent Gallagher

Quick question about contractor T4As for tax season

Today 10:30 AM · Ironclad Welding Ltd.

AI Summary

Client needs clarification on T4A requirements for subcontractors before filing season. Straightforward question but time-sensitive given upcoming tax deadlines.

Ranked high: Tax season question with approaching filing deadline. A-tier client.

HighNew

✓ Responded Since Morning (9)

✓ Great progress today!

You've responded to 9 of 12 morning emails. Here's what's been handled:

Karen Ng — New employee payroll setup (Ridgeline Property Mgmt)
Derek Faulkner — Missing receipts follow-up (Birchwood Animal Hospital)
Mike Patterson — New expense category request (Clearwater Plumbing)
Julia Strand — Chart of accounts question (Golden Prairie Farms)
Lisa Chow — Office closure FYI (Cascade Dental Group)
Dext Notifications — Weekly document summary
+3 more dismissed or auto-resolved