Demo Pilot, Internal Review
KT Everyday
Sunday, September 06, 2026 · Morning Brief
New Leads (Last 24 Hours) (2)
tracy robersonOther · Sep 06, 05:53 AM CT+13467327510 · success4life1985@gmail.com
kristen bradleyOther · Sep 05, 05:00 PM CTinfo@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)
Tracy RobersonJoin Our Team · Sep 06, 10:53 AM
Waiting On You (4)
Darrell Hudec215.7d waitingWe help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa86.6d waitingAbsolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate52.9d waitingstop
Kristen T Bradley3.7d waiting Today (0)
Nothing on the calendar today.
Stuck (5)
Ericka FreemanReady for Prep · 150d
COREY BEDFORDAwaiting Docs · 25d
Nashiba WalkerAwaiting Docs · 25d
ENZO ENZOAwaiting Docs · 25d
Kristen BradleyAwaiting Docs · 12d
Your Three Moves Today
- Reply to Darrell Hudec, waiting 215.7 days (Call).
- Push Ericka Freeman forward, stuck at “Ready for Prep” for 150 days.
- Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 25 days.