Demo Pilot, Internal Review

KT Everyday

Friday, September 18, 2026 · Morning Brief

New Leads (Last 24 Hours) (4)

kristen bradleyOther · Sep 17, 05:15 PM CT
info@ktbradleycpa.com
terrell test testerOther · Sep 17, 04:45 PM CT
erroldobbins@tmgconsultingllc.net
terrell dobbinsOther · Sep 17, 04:03 PM CT
team@getai360cpa.com
𝐀𝐈 𝐂𝐇𝐀𝐓Other · Sep 17, 03:59 PM CT

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 (4)

Terrell DobbinsUnknown source · Sep 17, 08:59 PM
𝐀𝐈 𝐂𝐇𝐀𝐓Unknown source · Sep 17, 08:59 PM

Waiting On You (4)

Darrell Hudec227.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa98.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate64.9d waiting
stop
Kristen T Bradley15.7d waiting

Today (0)

Nothing on the calendar today.

Stuck (10)

ENZO ENZOAwaiting Docs · 37d
Kristen BradleyAwaiting Docs · 24d
Jamaica T BrothersNew Lead · 18d
Terry (Lacelia) HudsonReady for Prep · 16d
Richie Basdeok. MNew Lead · 14d
Jazman Deshay WashingtonDocuments incomplete · 16d
Montrell WallaceDocuments incomplete · 16d
Enzo EnzoDocuments incomplete · 16d
Franceska MenendezDocuments incomplete · 16d
Kelvin BaptisteDocuments incomplete · 16d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 227.7 days (Call).
  2. Push ENZO ENZO forward, stuck at “Awaiting Docs” for 37 days.
  3. Nudge Jazman Deshay Washington on missing documents, checklist incomplete for 16 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only