Demo Pilot, Internal Review
KT Everyday
Tuesday, September 08, 2026 · Morning Brief
New Leads (Last 24 Hours) (2)
terrell test testerOther · Sep 07, 05:52 PM CTerroldobbins@tmgconsultingllc.net
kristen bradleyOther · Sep 07, 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 (2)
No new leads in the last day.
Waiting On You (4)
Darrell Hudec217.7d waitingWe help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa88.6d waitingAbsolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate54.9d waitingstop
Kristen T Bradley5.7d waiting Today (0)
Nothing on the calendar today.
Stuck (5)
Ericka FreemanReady for Prep · 152d
COREY BEDFORDAwaiting Docs · 27d
Nashiba WalkerAwaiting Docs · 27d
ENZO ENZOAwaiting Docs · 27d
Kristen BradleyAwaiting Docs · 14d
Your Three Moves Today
- Reply to Darrell Hudec, waiting 217.7 days (Call).
- Push Ericka Freeman forward, stuck at “Ready for Prep” for 152 days.
- Follow up with COREY BEDFORD, stuck at “Awaiting Docs” for 27 days.