Demo Pilot, Internal Review

KT Everyday

Monday, August 31, 2026 · Morning Brief

New Leads (Last 24 Hours) (1)

kristen bradleyOther · Aug 30, 05:00 PM CT
info@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 Hudec209.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa80.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate46.9d waiting
stop
Kristen T Bradley20.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (11)

Jazman Deshay WashingtonReady for Review · 150d
Ericka FreemanReady for Review · 144d
Terry (Lacelia) HudsonDocuments incomplete · 19d
Ericka FreemanDocuments incomplete · 19d
Corey BedfordDocuments incomplete · 19d
Jazman Deshay WashingtonDocuments incomplete · 19d
Nashiba WalkerDocuments incomplete · 19d
Enzo EnzoDocuments incomplete · 19d
Montrell WallaceDocuments incomplete · 13d
Franceska MenendezDocuments incomplete · 13d
Kelvin BaptisteDocuments incomplete · 13d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 209.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 150 days.
  3. Nudge Terry (Lacelia) Hudson on missing documents, checklist incomplete for 19 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only