Demo Pilot, Internal Review

KT Everyday

Tuesday, September 22, 2026 · Morning Brief

New Leads (Last 24 Hours) (2)

kristen bradleyOther · Sep 21, 05:15 PM CT
info@ktbradleycpa.com
terrell test testerOther · Sep 21, 04:45 PM CT
erroldobbins@tmgconsultingllc.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 (2)

No new leads in the last day.

Waiting On You (4)

Darrell Hudec231.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa102.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate68.9d waiting
stop
Kristen T Bradley19.7d waiting

Today (0)

Nothing on the calendar today.

Stuck (12)

ENZO ENZOAwaiting Docs · 41d
Kristen BradleyAwaiting Docs · 28d
Jamaica T BrothersNew Lead · 22d
Terry (Lacelia) HudsonReady for Prep · 20d
Richie Basdeok. MNew Lead · 18d
jodie.light_blue63@gmail.comNew Lead · 13d
Gwendolyn LewisNew Lead · 13d
Jazman Deshay WashingtonDocuments incomplete · 20d
Montrell WallaceDocuments incomplete · 20d
Enzo EnzoDocuments incomplete · 20d
Franceska MenendezDocuments incomplete · 20d
Kelvin BaptisteDocuments incomplete · 20d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 231.7 days (Call).
  2. Push ENZO ENZO forward, stuck at “Awaiting Docs” for 41 days.
  3. Nudge Jazman Deshay Washington on missing documents, checklist incomplete for 20 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only