Demo Pilot, Internal Review

KT Bradley CPA

Saturday, September 19, 2026 · Morning Brief

Needs a Human Look (7)

Lashannon Carr4d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis4d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
David Cargill4d flagged
Unreadable document: "1789149895415_other_Screenshot_20260909_171353_AOL.jpg" could not be identified and NO data was extracted. Likely cause: multiple documents scanned into one file -- split and reprocess. (Could also be a form filed in the wrong category.) Open the file, split or re-file it, then re-upload.
Karla Ayers4d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney4d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload
Tiara Jenkins4d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card
Tamika Lewis1d flagged
OCR failed for W2 -- manually verify or ask client to re-upload

AI Calls, Jimi (2)

(936) 251-452019h ago · 51 seconds
Lauren from The Locum Group called KT Bradley CPA to reach Paul and Jonelle Zaretsky regarding a home value request.
(713) 364-381621h ago · 10 seconds
The user called KT Bradley CPA and the agent greeted them, but the call ended shortly after with the user hanging up without further convers

Uploaded since yesterday's brief

alberto floresother
tamika lewisW-2

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon219d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (1)

Niktanza ( Nicole) Buggs+14697564643 · Sep 18, 08:24 PM

New Leads (2)

(936) 251-4520Unknown source · Sep 18, 05:26 PM
(713) 364-3816Unknown source · Sep 18, 03:29 PM

Waiting On You (7)

Marcelina Ngumezi8.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller7.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive7.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(281) 745-93672.9d waiting
Candace Gregory1.7d waiting
THANK YOU!!!!!  Candace Gregory, Esq. On Thu, Sep 17, 2026 at 1:33 PM Kristen Bradley <info@ktbradleycpa.com [info@
Keneisha Thompson1.6d waiting
Hi Kristen, thank you for your email. However, my taxes have already been processed by you. We were just waiting for the
Tamika Lewis0.7d waiting
Hi KT,   I submitted the documentation need to complete the 2025 taxes.  Please let me know if you require anything el

Today (0)

Nothing on the calendar today.

Stuck (48)

Dawn HamiltonAwaiting Docs · 18d
Robert (Bobby) BolanderAwaiting Docs · 18d
Yesenia JimenezAwaiting Docs · 18d
Rick MorlenAwaiting Docs · 18d
james mccrayAwaiting Docs · 18d
Michael AllenAwaiting Docs · 18d
Brandon RayAwaiting Docs · 18d
Adrienne MccrayAwaiting Docs · 18d
Tammy McDuffieAwaiting Docs · 18d
JESSIE RAMIREZAwaiting Docs · 18d
Ebony MITCHELLDocs In Review · 18d
Vivian WatkinsReady for Prep · 18d
RJ JacksonAwaiting Docs · 18d
KYMBERLI (KD) DiamondAwaiting Docs · 18d
Kourtnai O’Conner-RogersDocs In Review · 18d
Tameca jackson donavonAwaiting Docs · 18d
Tamra IRBYAwaiting Docs · 18d
Steven RyanDocs In Review · 18d
Raishonna (Herman) JelksAwaiting Docs · 18d
KURT HOFFAMNAwaiting Docs · 18d
shermra shellmanAwaiting Docs · 18d
jason johnsonAwaiting Docs · 18d
Darryl & Danielle SmithAwaiting Docs · 18d
Sean VinsonAwaiting Docs · 18d
Anya WAwaiting Docs · 18d
JOHN WILLIAMSAwaiting Docs · 18d
Sarah BurtonReady for Prep · 18d
Jessica WashingtonDocs In Review · 18d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 18d
Clifford StillsAwaiting Docs · 18d
Donald DunnAwaiting Docs · 18d
Dominyk and Seth TurnerAwaiting Docs · 18d
Cory HinojosaAwaiting Docs · 18d
Amanda CaverAwaiting Docs · 18d
Rachel Christina PaytonAwaiting Docs · 18d
Candace GregoryAwaiting Docs · 18d
Beverly iwualaAwaiting Docs · 18d
Keneisha ThompsonReady for Prep · 18d
steven tonAwaiting Docs · 18d
Norman ReedReady for Prep · 18d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 18d
Keisha McDanielAwaiting Docs · 18d
DANAYCIA CARRIERDocs In Review · 18d
Jackie LeeAwaiting Docs · 18d
Katrice EllisAwaiting Docs · 17d
Lashannon CarrAwaiting Docs · 15d
Daniel (Murphy) BaileyAwaiting Docs · 14d
Timothy RobinsonDocs In Review · 11d

Your Three Moves Today

  1. Reply to Marcelina Ngumezi, waiting 8.7 days (Email).
  2. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 18 days.
  3. Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 18 days.