Good morning, KT Bradley CPA
Monday, September 28, 2026
Updated 7:46 AM
Waiting on a reply
9
oldest 18 days
Stalled cases
96
45 in Documents incomplete
Files to review
10
oldest 13 days
On today's calendar
0
clear day
Do these first
Reply to Marcelina Ngumezi, waiting 18 days (email).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 27 days.
Nudge Henrietta Evans on missing documents, checklist incomplete for 15 days.
Files to review
10
Lashannon Carr
Bank statement · 85% read
13d
Katrice Ellis
Photo ID · 85% read
13d
David Cargill
Unreadable document · Not read
13d
Karla Ayers
SSN card · 82% read
13d
Thomas Raney
IRS EIN letter · OCR failed
13d
Tiara Jenkins
Schedule C · 72% read
13d
Zaria Powell
Unreadable document · Not read
5d
Marty Wells
Unreadable document · Not read
1d
DANAYCIA CARRIER
Bank statement · 85% read
0d
Tamika Lewis
W-2 · OCR failed
0d
Files and fix steps are in this morning's email.
Where cases are stalled
96
Documents incomplete
45
Awaiting Docs
38
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
9
Marcelina Ngumezi
Email
18d
Sandreka Miller
Email
17d
(281) 745-9367
Call
12d
Keneisha Thompson
Email
11d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
7d
+ 4 more, oldest first
EPS disclosures to send
3
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
Wealth Strategy leads
1
Advising
2
Zaria Powell
New
Yessenia Lopez
New
All clear today
Nothing on today's calendar
No missed calls
No new leads
No AI calls
No new uploads
Missed calls 0 · New leads 0
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