Compliance
5 items need a fix
okTrust-account reconciliationOperating, deposits and owner funds reconciled Oct 15 · broker signedokDeposits not yet in trust (2-day rule)None outstandingdueDeposit refund clock · 18 Canyon CreekLease ends Dec 17 · 30 days to refund with itemizationdueDeposit refund clock · 907 Mill StLease ends Nov 12 · 30 days to refund with itemizationdueCOI expiring · Comfort AirExpires Oct 30 · dispatch blocked when expiredblockedCOI expired · Lakeside HandymanExpires Oct 9 · dispatch blocked when expiredok1099-NEC4 vendors over $600 YTD · e-file in JanuarydueSMS consent missing · Luis DelgadoAlerts fall back to email and the app until consent is capturedokRecord retentionLedger, media and events kept 4 years after lease end