Demo Pilot, Internal Review

KT Everyday

Friday, August 28, 2026 · Morning Brief

New Leads (Last 24 Hours) (2)

calvin brownOther · Aug 28, 09:17 AM CT
+12316833917 · browncalvin824@gmail.com
kristen bradleyOther · Aug 27, 05:00 PM CT
info@ktbradleycpa.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 Hudec206.9d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa77.8d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate44.0d waiting
stop
Kristen T Bradley18.1d waiting

Today (0)

Nothing on the calendar today.

Stuck (11)

Jazman Deshay WashingtonReady for Review · 147d
Ericka FreemanReady for Review · 141d
Terry (Lacelia) HudsonDocuments incomplete · 16d
Ericka FreemanDocuments incomplete · 16d
Corey BedfordDocuments incomplete · 16d
Jazman Deshay WashingtonDocuments incomplete · 16d
Nashiba WalkerDocuments incomplete · 16d
Enzo EnzoDocuments incomplete · 16d
Montrell WallaceDocuments incomplete · 10d
Franceska MenendezDocuments incomplete · 10d
Kelvin BaptisteDocuments incomplete · 10d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 206.9 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 147 days.
  3. Nudge Terry (Lacelia) Hudson on missing documents, checklist incomplete for 16 days.
KT Everyday, generated 11:36 AM · not sent to the client, internal pilot only