Demo Pilot, Internal Review

KT Everyday

Monday, September 21, 2026 · Morning Brief

New Leads (Last 24 Hours) (2)

kristen bradleyOther · Sep 20, 05:15 PM CT
info@ktbradleycpa.com
terrell test testerOther · Sep 20, 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 Hudec230.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa101.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate67.9d waiting
stop
Kristen T Bradley18.7d waiting

Today (0)

Nothing on the calendar today.

Stuck (12)

ENZO ENZOAwaiting Docs · 40d
Kristen BradleyAwaiting Docs · 27d
Jamaica T BrothersNew Lead · 21d
Terry (Lacelia) HudsonReady for Prep · 19d
Richie Basdeok. MNew Lead · 17d
jodie.light_blue63@gmail.comNew Lead · 12d
Gwendolyn LewisNew Lead · 12d
Jazman Deshay WashingtonDocuments incomplete · 19d
Montrell WallaceDocuments incomplete · 19d
Enzo EnzoDocuments incomplete · 19d
Franceska MenendezDocuments incomplete · 19d
Kelvin BaptisteDocuments incomplete · 19d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 230.7 days (Call).
  2. Push ENZO ENZO forward, stuck at “Awaiting Docs” for 40 days.
  3. Nudge Jazman Deshay Washington on missing documents, checklist incomplete for 19 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only