Demo Pilot, Internal Review

KT Everyday

Wednesday, August 26, 2026 · Morning Brief

New Leads (Last 24 Hours) (1)

kristen bradleyOther · Aug 25, 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 Hudec204.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa75.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate41.9d waiting
stop
Kristen T Bradley15.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (8)

Jazman Deshay WashingtonReady for Review · 145d
Ericka FreemanReady for Review · 139d
Terry (Lacelia) HudsonDocuments incomplete · 14d
Ericka FreemanDocuments incomplete · 14d
Corey BedfordDocuments incomplete · 14d
Jazman Deshay WashingtonDocuments incomplete · 14d
Nashiba WalkerDocuments incomplete · 14d
Enzo EnzoDocuments incomplete · 14d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 204.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 145 days.
  3. Nudge Terry (Lacelia) Hudson on missing documents, checklist incomplete for 14 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only