Demo Pilot, Internal Review

KT Everyday

Sunday, August 30, 2026 · Morning Brief

New Leads (Last 24 Hours) (1)

kristen bradleyOther · Aug 29, 05:00 PM CT
info@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 (1)

No new leads in the last day.

Waiting On You (4)

Darrell Hudec208.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa79.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate45.9d waiting
stop
Kristen T Bradley19.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (11)

Jazman Deshay WashingtonReady for Review · 149d
Ericka FreemanReady for Review · 143d
Terry (Lacelia) HudsonDocuments incomplete · 18d
Ericka FreemanDocuments incomplete · 18d
Corey BedfordDocuments incomplete · 18d
Jazman Deshay WashingtonDocuments incomplete · 18d
Nashiba WalkerDocuments incomplete · 18d
Enzo EnzoDocuments incomplete · 18d
Montrell WallaceDocuments incomplete · 12d
Franceska MenendezDocuments incomplete · 12d
Kelvin BaptisteDocuments incomplete · 12d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 208.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 149 days.
  3. Nudge Terry (Lacelia) Hudson on missing documents, checklist incomplete for 18 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only