Demo Pilot, Internal Review

KT Everyday

Wednesday, September 02, 2026 · Morning Brief

New Leads (Last 24 Hours) (1)

kristen bradleyOther · Sep 01, 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 Hudec211.7d waiting
We help with tax prep and planning, bookkeeping, IRS issues, business consulting, and funding support. Are you looking f
Maria Hinojosa82.6d waiting
Absolutely! KT Bradley CPA helps with tax prep and filing, bookkeeping, business consulting, IRS issues, and business fu
Cynthia Tate48.9d waiting
stop
Kristen T Bradley22.9d waiting

Today (0)

Nothing on the calendar today.

Stuck (11)

Jazman Deshay WashingtonReady for Review · 152d
Ericka FreemanReady for Review · 146d
Terry (Lacelia) HudsonDocuments incomplete · 21d
Ericka FreemanDocuments incomplete · 21d
Corey BedfordDocuments incomplete · 21d
Jazman Deshay WashingtonDocuments incomplete · 21d
Nashiba WalkerDocuments incomplete · 21d
Enzo EnzoDocuments incomplete · 21d
Montrell WallaceDocuments incomplete · 15d
Franceska MenendezDocuments incomplete · 15d
Kelvin BaptisteDocuments incomplete · 15d

Your Three Moves Today

  1. Reply to Darrell Hudec, waiting 211.7 days (Call).
  2. Push Jazman Deshay Washington forward, stuck at “Ready for Review” for 152 days.
  3. Nudge Terry (Lacelia) Hudson on missing documents, checklist incomplete for 21 days.
KT Everyday, generated 07:45 AM · not sent to the client, internal pilot only