Demo Pilot — Internal Review

KT Bradley CPA

Monday, August 03, 2026 · Morning Brief

Missed Calls (0)

No missed calls in the last day.

New Leads (0)

No new leads in the last day.

Waiting On You (6)

Sandreka Mille11.9d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Ebony MITCHELL11.2d waiting
Sorry it took so long this is what I have access to online. I'm not sure if I have physical letters from before.  On Su
(901) 214-299910.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(800) 981-88986.8d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
DeAndreya searight2.6d waiting
Hey!  That was the only page of the letter. Do you need each monthly statement for 2024?  Thank You, DeAndreya Sear
Brian Little2.0d waiting
Hi Kristen,  Please see below and confirm receipt  Brian  ----- Forwarded Message ----- From: Brian Little <brian2

Today (2)

11:00 AMBrian Little
11:30 AMBrian Little

Stuck (43)

Robert RockerReady for Review · 103d
Dominyk and Seth TurnerDocs Requested · 102d
Amanda CaverDocs Requested · 102d
Michael Gilliard15-Minute Quick Call · 98d
Norman ReedReady for Review · 97d
JOHN WILLIAMSAppt Booked · 91d
Jessica WashingtonDocs Received · 84d
Anya WDocs Requested · 82d
Sean VinsonAppt Booked · 77d
Jecorick JonesDocs Received · 77d
Latonia DismukeDocs Received · 73d
Pamela Johnson15-Minute Quick Call · 69d
KURT HOFFAMNDocs Requested · 67d
shermra shellmanAppt Booked · 67d
Adrianne Leibman15-Minute Quick Call · 61d
Steven RyanDocs Received · 55d
Tamra IRBYAppt Booked · 54d
Tameca jackson donavonAppt Booked · 49d
Brock JohnsonDocs Received · 41d
RASHONNA MOORE15-Minute Quick Call · 40d
Jason JohnsonDocs Received · 34d
Shiloh WilliamsDocs Received · 34d
Unmatched Offroad & Diesel Performance LLCExtension 2025 · 28d
RJ JacksonExtension 2025 · 27d
Kymberli DiamondExtension 2025 · 27d
Brian LittleExtension 2025 · 27d
Darryl & Danielle SmithExtension 2025 · 27d
Clifford StillsExtension 2025 · 27d
Donald DunnExtension 2025 · 27d
Rachel Christina PaytonExtension 2025 · 27d
Beverly iwualaExtension 2025 · 27d
Evans CharlesExtension 2025 · 27d
Keisha McDanielExtension 2025 · 27d
Bob RobertsonDocs Received · 26d
Kumbia LewisDocs Received · 26d
Vivian WatkinsDocs Received · 25d
Candace GregoryAppt Booked · 20d
Ebony MITCHELLClient Intake · 18d
Cory HinojosaAppt Booked · 18d
Leshone FogleDocs Received · 13d
Sandreka MilleDocs Received · 13d
Sarah BurtonReady for Review · 12d
Tammy McDuffieDocs Requested · 11d

Your Three Moves Today

  1. Reply to Sandreka Mille — they've been waiting 11.9 days (Email).
  2. Prep for 11:00 AM today — Brian Little.
  3. Push Robert Rocker forward — stuck at “Ready for Review” for 103 days.

Ask About Today

Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.
AI360 Tax SaaS — generated 07:45 AM · not sent to the client, internal pilot only