Demo Pilot, Internal Review
KT Everyday
Friday, September 04, 2026 · Morning Brief
New Leads (Last 24 Hours) (5)
(832) 303-7045Voice AI Call · Sep 03, 08:51 PM CT+18323037045
jane callerOther · Sep 03, 06:11 PM CT+18325550731
kristen bradleyOther · Sep 03, 05:00 PM CTinfo@ktbradleycpa.com
jamaica t brothersOther · Sep 03, 05:00 PM CT+17572666878 · jamaicabrothers7@gmail.com
terry (lacelia) hudsonCall-in / Walk-in · Sep 03, 02:00 PM CT+12816428010 · terryhudson@sbcglobal.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 (5)
Jane CallerUnknown source · Sep 03, 11:11 PM
Waiting On You (4)
Darrell Hudec213.7d waitingWe help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa84.6d waitingAbsolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate50.9d waitingstop
Kristen T Bradley1.7d waiting Today (0)
Nothing on the calendar today.
Stuck (4)
Ericka FreemanReady for Prep · 148d
COREY BEDFORDAwaiting Docs · 23d
Nashiba WalkerAwaiting Docs · 23d
ENZO ENZOAwaiting Docs · 23d
Your Three Moves Today
- Reply to Darrell Hudec, waiting 213.7 days (Call).
- Push Ericka Freeman forward, stuck at “Ready for Prep” for 148 days.
- Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 23 days.