Demo Pilot, Internal Review

KT Everyday

Wednesday, September 16, 2026 · Morning Brief

New Leads (Last 24 Hours) (6)

kristen bradleyOther · Sep 15, 05:15 PM CT
info@ktbradleycpa.com
terrell test testerOther · Sep 15, 04:45 PM CT
erroldobbins@tmgconsultingllc.net
jamaica t brothersOther · Sep 15, 12:17 PM CT
+17572666878 · jamaicabrothers7@gmail.com
gwendolyn lewisOther · Sep 15, 11:34 AM CT
+13343499813 · jodielight_blue63@gmail.com
richie basdeok. mOther · Sep 15, 11:34 AM CT
+15618008317 · richiebasdeo67@gmail.com
jodie.light_blue63@gmail.comVoice AI Call · Sep 15, 11:34 AM CT
+18323037045 · jodie.light_blue63@gmail.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 (6)

No new leads in the last day.

Waiting On You (4)

Darrell Hudec225.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa96.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate62.9d waiting
stop
Kristen T Bradley13.7d waiting

Today (1)

10:00 AM

Stuck (10)

ENZO ENZOAwaiting Docs · 35d
Kristen BradleyAwaiting Docs · 22d
Jamaica T BrothersNew Lead · 16d
Terry (Lacelia) HudsonReady for Prep · 14d
Richie Basdeok. MNew Lead · 12d
Jazman Deshay WashingtonDocuments incomplete · 14d
Montrell WallaceDocuments incomplete · 14d
Enzo EnzoDocuments incomplete · 14d
Franceska MenendezDocuments incomplete · 14d
Kelvin BaptisteDocuments incomplete · 14d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 225.7 days (Call).
  2. Prep for 10:00 AM today: .
  3. Push ENZO ENZO forward, stuck at “Awaiting Docs” for 35 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only