Demo Pilot, Internal Review
KT Everyday
Saturday, September 12, 2026 · Morning Brief
New Leads (Last 24 Hours) (3)
jodie.light_blue63@gmail.comVoice AI Call · Sep 11, 07:00 PM CT+18323037045 · jodie.light_blue63@gmail.com
terrell test testerOther · Sep 11, 05:00 PM CTerroldobbins@tmgconsultingllc.net
kristen bradleyOther · Sep 11, 05:00 PM CTinfo@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 (3)
No new leads in the last day.
Waiting On You (4)
Darrell Hudec221.7d waitingWe help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa92.6d waitingAbsolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate58.9d waitingstop
Kristen T Bradley9.7d waiting Today (0)
Nothing on the calendar today.
Stuck (6)
Ericka FreemanReady for Prep · 156d
COREY BEDFORDAwaiting Docs · 31d
Nashiba WalkerAwaiting Docs · 31d
ENZO ENZOAwaiting Docs · 31d
Kristen BradleyAwaiting Docs · 18d
Jamaica T BrothersNew Lead · 12d
Your Three Moves Today
- Reply to Darrell Hudec, waiting 221.7 days (Call).
- Push Ericka Freeman forward, stuck at “Ready for Prep” for 156 days.
- Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 31 days.