Demo Pilot, Internal Review

KT Bradley CPA

Monday, September 21, 2026 · Morning Brief

Needs a Human Look (8)

Lashannon Carr6d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis6d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
David Cargill6d 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 Ayers6d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney6d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload
Tiara Jenkins6d 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
DANAYCIA CARRIER0d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card

AI Calls, Jimi (0)

No AI calls in the last day.

Uploaded since yesterday's brief

No tax-board uploads in the last 24 hours.

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon221d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (0)

No missed calls in the last day.

New Leads (0)

No new leads in the last day.

Waiting On You (7)

Marcelina Ngumezi10.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller9.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive9.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(281) 745-93674.9d waiting
Candace Gregory3.7d waiting
THANK YOU!!!!!  Candace Gregory, Esq. On Thu, Sep 17, 2026 at 1:33 PM Kristen Bradley <info@ktbradleycpa.com [info@
Keneisha Thompson3.6d waiting
Hi Kristen, thank you for your email. However, my taxes have already been processed by you. We were just waiting for the
Tamika Lewis2.7d waiting
Hi KT,   I submitted the documentation need to complete the 2025 taxes.  Please let me know if you require anything el

Today (3)

10:00 AMZaria Powell
01:00 PMSalwa Hajabed
04:45 PMClarissa Henderson

Stuck (51)

Dawn HamiltonAwaiting Docs · 20d
Robert (Bobby) BolanderAwaiting Docs · 20d
Yesenia JimenezAwaiting Docs · 20d
Rick MorlenAwaiting Docs · 20d
james mccrayAwaiting Docs · 20d
Michael AllenAwaiting Docs · 20d
Brandon RayAwaiting Docs · 20d
Adrienne MccrayAwaiting Docs · 20d
Tammy McDuffieAwaiting Docs · 20d
JESSIE RAMIREZAwaiting Docs · 20d
Ebony MITCHELLDocs In Review · 20d
Vivian WatkinsReady for Prep · 20d
RJ JacksonAwaiting Docs · 20d
KYMBERLI (KD) DiamondAwaiting Docs · 20d
Kourtnai O’Conner-RogersDocs In Review · 20d
Tameca jackson donavonAwaiting Docs · 20d
Tamra IRBYAwaiting Docs · 20d
Steven RyanDocs In Review · 20d
Raishonna (Herman) JelksAwaiting Docs · 20d
KURT HOFFAMNAwaiting Docs · 20d
shermra shellmanAwaiting Docs · 20d
jason johnsonAwaiting Docs · 20d
Darryl & Danielle SmithAwaiting Docs · 20d
Sean VinsonAwaiting Docs · 20d
Anya WAwaiting Docs · 20d
JOHN WILLIAMSAwaiting Docs · 20d
Sarah BurtonReady for Prep · 20d
Jessica WashingtonDocs In Review · 20d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 20d
Clifford StillsAwaiting Docs · 20d
Donald DunnAwaiting Docs · 20d
Dominyk and Seth TurnerAwaiting Docs · 20d
Cory HinojosaAwaiting Docs · 20d
Amanda CaverAwaiting Docs · 20d
Rachel Christina PaytonAwaiting Docs · 20d
Candace GregoryAwaiting Docs · 20d
Beverly iwualaAwaiting Docs · 20d
Keneisha ThompsonReady for Prep · 20d
steven tonAwaiting Docs · 20d
Norman ReedReady for Prep · 20d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 20d
Keisha McDanielAwaiting Docs · 20d
DANAYCIA CARRIERDocs In Review · 20d
Jackie LeeAwaiting Docs · 20d
Katrice EllisAwaiting Docs · 19d
Lashannon CarrAwaiting Docs · 17d
Daniel (Murphy) BaileyAwaiting Docs · 16d
Timothy RobinsonDocs In Review · 13d
Tiara JenkinsIn Prep · 12d
David CargillIn Prep · 12d
Thomas RaneyAwaiting Docs · 11d

Your Three Moves Today

  1. Reply to Marcelina Ngumezi, waiting 10.7 days (Email).
  2. Prep for 10:00 AM today: Zaria Powell.
  3. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 20 days.