Tracker — Clients
2 clients · 2 of 10 periods. Prospects live on the Prospects dashboard.
| Client | Companies / periods | Focus period end | CNF deadline | Days | Requirement | Workflow | Owner | Next action | |
|---|---|---|---|---|---|---|---|---|---|
Northbridge Analytics Ltd Client | Northbridge Analytics Ltd 12345678 | 31 Dec 2025 | 30 Jun 2026 | 43 days | Submit precautionary CNF | Awaiting client info | Priya Shah | 15 Feb 2026 Chase finance director for prior-year R&D papers. | |
Carnaby Foods Ltd Client | Carnaby Foods Ltd 15667788 | 30 Apr 2026 | 30 Oct 2026 | 165 days | CNF likely needed | Awaiting client info | Priya Shah | 1 Jul 2026 Chase prior accountant for R&D claim history. |