Demo Pilot, Internal Review

KT Everyday

Wednesday, August 19, 2026 · Morning Brief

New Leads (Last 24 Hours) (2)

erroldobbins@getai360cpa.comOther · Aug 18, 09:01 PM CT
erroldobbins@getai360cpa.com
jules derouenOther · Aug 18, 07:26 PM CT
+13377395376 · julederouen@yahoo.com

Missed Calls (0)

No missed calls in the last day.

New Leads (2)

Jules DerouenFacebook · Aug 19, 12:26 AM
erroldobbins@getai360cpa.comUnknown source · Aug 19, 02:01 AM

Waiting On You (4)

Darrell Hudec197.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa68.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate34.9d waiting
stop
Kristen T Bradley8.9d waiting

Today (1)

10:45 AMTerrell Test Tester

Stuck (2)

Jazman Deshay WashingtonReady for Review · 138d
Ericka FreemanReady for Review · 132d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 197.7 days (Call).
  2. Prep for 10:45 AM today: Terrell Test Tester.
  3. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 138 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only