Good morning, KT Bradley CPA
Saturday, October 3, 2026
Updated 7:46 AM
Waiting on a reply
4
oldest 2 days
Stalled cases
95
45 in Documents incomplete
Files to review
10
oldest 18 days
On today's calendar
0
clear day
Do these first
Reply to Christopher Bui, waiting 2 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 32 days.
Nudge Brian Little on missing documents, checklist incomplete for 20 days.
Files to review
10
Katrice Ellis
Photo ID · 85% read
18d
Karla Ayers
SSN card · 82% read
18d
Thomas Raney
IRS EIN letter · OCR failed
18d
Zaria Powell
Unreadable document · Not read
10d
Lashannon Carr
Bank statement · 85% read
5d
David Cargill
Unreadable document · Not read
3d
Alberto Flores
Unreadable document · Not read
1d
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.
New leads
2
Patricia Labbe
Unknown source
Natalie(Account/Bookkeeper)) Specialty Technical Services
Unknown source
Where cases are stalled
95
Documents incomplete
45
Awaiting Docs
38
Docs In Review
7
Ready for Prep
4
In Prep
1
Waiting on a reply
4
Christopher Bui
Text
2d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
2d
Marcella V Chambers
Text
1d
Daniel (Murphy) Bailey
Text
1d
EPS disclosures to send
4
Clementine Hazel
at filing
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
AI calls, last day
3
Patricia Labbe
11 seconds
15h ago
Natalie(Account/Bookkeeper)) Specialty Technical Services
3 seconds
18h ago
Cory Hinojosa
13 seconds
18h ago
Uploaded since yesterday
1
Beverly Iwuala
other
Wealth Strategy leads
1
Advising
3
Zaria Powell
New
Yessenia Lopez
New
Cory Hinojosa
New
All clear today
Nothing on today's calendar
No missed calls
Missed calls 0 · New leads 2
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