Maple Tax & Accounting · Friday, June 26
Here's who needs your attention.
Review urgent callbacks, tax-sensitive questions, after-hours calls, and recent call summaries.
Tax advice boundary
Molmoro does not provide tax advice, prepare returns, or collect tax documents. Sensitive questions should be reviewed by the preparer.
Needs your attention
Urgent callbacks, tax-sensitive escalations, and unreviewed after-hours calls.
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Needs attentionHigh-priority callbacks
Escalated
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Needs attentionTax advice or sensitive data
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| Date/time | Caller name | Caller phone | Call reason | Category | Status | Urgency | Escalation flag | Duration | Assistant outcome | Callback needed | Actions |
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