Demo Pilot, Internal Review

KT Everyday

Tuesday, September 01, 2026 · Morning Brief

New Leads (Last 24 Hours) (2)

kristen bradleyOther · Aug 31, 05:00 PM CT
info@ktbradleycpa.com
jamaica t brothersOther · Aug 31, 05:00 PM CT
+17572666878 · jamaicabrothers7@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)

Jamaica T BrothersFacebook · Aug 31, 01:55 PM

Waiting On You (4)

Darrell Hudec210.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa81.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate47.9d waiting
stop
Kristen T Bradley21.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (11)

Jazman Deshay WashingtonReady for Review · 151d
Ericka FreemanReady for Review · 145d
Terry (Lacelia) HudsonDocuments incomplete · 20d
Ericka FreemanDocuments incomplete · 20d
Corey BedfordDocuments incomplete · 20d
Jazman Deshay WashingtonDocuments incomplete · 20d
Nashiba WalkerDocuments incomplete · 20d
Enzo EnzoDocuments incomplete · 20d
Montrell WallaceDocuments incomplete · 14d
Franceska MenendezDocuments incomplete · 14d
Kelvin BaptisteDocuments incomplete · 14d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 210.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 151 days.
  3. Nudge Terry (Lacelia) Hudson on missing documents, checklist incomplete for 20 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only