Demo Pilot, Internal Review

KT Everyday

Saturday, September 19, 2026 · Morning Brief

New Leads (Last 24 Hours) (5)

kristen bradleyOther · Sep 18, 05:15 PM CT

info@ktbradleycpa.com

terrell test testerOther · Sep 18, 04:45 PM CT

erroldobbins@tmgconsultingllc.net

vincent (job fair 9/10/2026) gloverOther · Sep 18, 01:40 PM CT

+18329624248 · vincent.glover@odmeducation.org

ashley (job fair 09/10/2026 app) thomasOther · Sep 18, 01:36 PM CT

+13372877211 · acthomas0811@gmail.com

tierra (job fair) seeking ma training bickemsOther · Sep 18, 01:18 PM CT

+18325493667 · bickemsot823@gmail.com

No clients currently flagged for identity theft or IP PIN.

No missed calls in the last day.

Vincent (Job Fair 9/10/2026) GloverUnknown source · Sep 18, 06:40 PM

Tierra (Job Fair) Seeking Ma Training BickemsUnknown source · Sep 18, 06:18 PM

Darrell Hudec228.7d waiting

We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f

Maria Hinojosa99.6d waiting

Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu

Cynthia Tate65.9d waiting

stop

Kristen T Bradley16.7d waiting

Nothing on the calendar today.

ENZO ENZOAwaiting Docs · 38d

Kristen BradleyAwaiting Docs · 25d

Jamaica T BrothersNew Lead · 19d

Terry (Lacelia) HudsonReady for Prep · 17d

Richie Basdeok. MNew Lead · 15d

Jazman Deshay WashingtonDocuments incomplete · 17d

Montrell WallaceDocuments incomplete · 17d

Enzo EnzoDocuments incomplete · 17d

Franceska MenendezDocuments incomplete · 17d

Kelvin BaptisteDocuments incomplete · 17d

Reply to Darrell Hudec, waiting 228.7 days (Call).
Push ENZO ENZO forward, stuck at “Awaiting Docs” for 38 days.
Nudge Jazman Deshay Washington on missing documents, checklist incomplete for 17 days.