Demo Pilot, Internal Review
KT Everyday
Monday, September 07, 2026 · Morning Brief
New Leads (Last 24 Hours) (1)
kristen bradleyOther · Sep 06, 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 (1)
No new leads in the last day.
Waiting On You (4)
Darrell Hudec216.7d waitingWe help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa87.6d waitingAbsolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate53.9d waitingstop
Kristen T Bradley4.7d waiting Today (0)
Nothing on the calendar today.
Stuck (5)
Ericka FreemanReady for Prep · 151d
COREY BEDFORDAwaiting Docs · 26d
Nashiba WalkerAwaiting Docs · 26d
ENZO ENZOAwaiting Docs · 26d
Kristen BradleyAwaiting Docs · 13d
Your Three Moves Today
- Reply to Darrell Hudec, waiting 216.7 days (Call).
- Push Ericka Freeman forward, stuck at “Ready for Prep” for 151 days.
- Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 26 days.