Demo Pilot, Internal Review

KT Everyday

Saturday, August 29, 2026 · Morning Brief

New Leads (Last 24 Hours) (2)

kristen bradleyOther · Aug 28, 05:00 PM CT
info@ktbradleycpa.com
calvin brownOther · Aug 28, 09:17 AM CT
+12316833917 · browncalvin824@gmail.com

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)

Calvin BrownFacebook · Aug 28, 02:16 PM

Waiting On You (4)

Darrell Hudec207.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa78.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate44.9d waiting
stop
Kristen T Bradley18.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (11)

Jazman Deshay WashingtonReady for Review · 148d
Ericka FreemanReady for Review · 142d
Terry (Lacelia) HudsonDocuments incomplete · 17d
Ericka FreemanDocuments incomplete · 17d
Corey BedfordDocuments incomplete · 17d
Jazman Deshay WashingtonDocuments incomplete · 17d
Nashiba WalkerDocuments incomplete · 17d
Enzo EnzoDocuments incomplete · 17d
Montrell WallaceDocuments incomplete · 11d
Franceska MenendezDocuments incomplete · 11d
Kelvin BaptisteDocuments incomplete · 11d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 207.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 148 days.
  3. Nudge Terry (Lacelia) Hudson on missing documents, checklist incomplete for 17 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only