Demo Pilot, Internal Review
KT Everyday
Saturday, September 05, 2026 · Morning Brief
New Leads (Last 24 Hours) (4)
richie basdeok. mOther · Sep 04, 08:00 PM CT+15618008317 · richiebasdeo67@gmail.com
kristen bradleyOther · Sep 04, 05:00 PM CTinfo@ktbradleycpa.com
terrell test testerOther · Sep 04, 11:24 AM CTerroldobbins@tmgconsultingllc.net
(832) 303-7045Voice AI Call · Sep 04, 08:39 AM CT+18323037045
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 (4)
Richie Basdeok. MFacebook · Sep 05, 12:07 AM
Waiting On You (4)
Darrell Hudec214.7d waitingWe help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa85.6d waitingAbsolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate51.9d waitingstop
Kristen T Bradley2.7d waiting Today (0)
Nothing on the calendar today.
Stuck (5)
Ericka FreemanReady for Prep · 149d
COREY BEDFORDAwaiting Docs · 24d
Nashiba WalkerAwaiting Docs · 24d
ENZO ENZOAwaiting Docs · 24d
Kristen BradleyAwaiting Docs · 11d
Your Three Moves Today
- Reply to Darrell Hudec, waiting 214.7 days (Call).
- Push Ericka Freeman forward, stuck at “Ready for Prep” for 149 days.
- Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 24 days.