Demo Pilot, Internal Review
KT Everyday
Thursday, September 10, 2026 · Morning Brief
New Leads (Last 24 Hours) (4)
jodie.light_blue63@gmail.comVoice AI Call · Sep 09, 07:00 PM CT+18323037045 · jodie.light_blue63@gmail.com
gwendolyn lewisOther · Sep 09, 07:00 PM CT+13343499813 · jodielight_blue63@gmail.com
kristen bradleyOther · Sep 09, 05:00 PM CTinfo@ktbradleycpa.com
terrell test testerOther · Sep 09, 05:00 PM CTerroldobbins@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 (4)
Gwendolyn LewisFacebook · Sep 09, 11:38 PM
Waiting On You (4)
Darrell Hudec219.7d waitingWe help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa90.6d waitingAbsolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate56.9d waitingstop
Kristen T Bradley7.7d waiting Today (0)
Nothing on the calendar today.
Stuck (5)
Ericka FreemanReady for Prep · 154d
COREY BEDFORDAwaiting Docs · 29d
Nashiba WalkerAwaiting Docs · 29d
ENZO ENZOAwaiting Docs · 29d
Kristen BradleyAwaiting Docs · 16d
Your Three Moves Today
- Reply to Darrell Hudec, waiting 219.7 days (Call).
- Push Ericka Freeman forward, stuck at “Ready for Prep” for 154 days.
- Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 29 days.