Demo Pilot, Internal Review

KT Everyday

Sunday, September 20, 2026 · Morning Brief

New Leads (Last 24 Hours) (2)

kristen bradleyOther · Sep 19, 05:15 PM CT
info@ktbradleycpa.com
terrell test testerOther · Sep 19, 04:45 PM CT
erroldobbins@tmgconsultingllc.net

Identity Theft / IP PIN Clients (0)

No clients currently flagged for identity theft or IP PIN.

Missed Calls (0)

No missed calls in the last day.

New Leads (2)

No new leads in the last day.

Waiting On You (4)

Darrell Hudec229.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa100.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate66.9d waiting
stop
Kristen T Bradley17.7d waiting

Today (0)

Nothing on the calendar today.

Stuck (12)

ENZO ENZOAwaiting Docs · 39d
Kristen BradleyAwaiting Docs · 26d
Jamaica T BrothersNew Lead · 20d
Terry (Lacelia) HudsonReady for Prep · 18d
Richie Basdeok. MNew Lead · 16d
jodie.light_blue63@gmail.comNew Lead · 11d
Gwendolyn LewisNew Lead · 11d
Jazman Deshay WashingtonDocuments incomplete · 18d
Montrell WallaceDocuments incomplete · 18d
Enzo EnzoDocuments incomplete · 18d
Franceska MenendezDocuments incomplete · 18d
Kelvin BaptisteDocuments incomplete · 18d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 229.7 days (Call).
  2. Push ENZO ENZO forward, stuck at “Awaiting Docs” for 39 days.
  3. Nudge Jazman Deshay Washington on missing documents, checklist incomplete for 18 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only