Demo Pilot, Internal Review

KT Bradley CPA

Thursday, September 17, 2026 · Morning Brief

Needs a Human Look (6)

Lashannon Carr2d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis2d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
David Cargill2d 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 Ayers2d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney2d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload
Tiara Jenkins2d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card

AI Calls, Jimi (5)

(502) 305-0713under 1 hour ago · 29 seconds
The call was an inbound call to KT Bradley CPA, but the caller did not respond and hung up shortly after the agent's greeting and check-in.
wparker2903@yahoo.com15h ago · 3 seconds
The call was very brief and disconnected almost immediately after the agent introduced themselves.
(281) 745-936720h ago · 15 seconds
The call was very brief and disconnected shortly after the agent's initial greeting without any interaction from the user.
(832) 852-300321h ago · 17 seconds
The call was very brief and the agent greeted the caller but received no response.
(832) 320-350022h ago · 26 seconds
The call was an inbound call to KT Bradley CPA, but the caller did not respond and hung up shortly after the agent's greeting and follow-up

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 Simon217d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (0)

No missed calls in the last day.

New Leads (26)

(502) 305-0713Unknown source · Sep 17, 11:47 AM
Jimmy EvansOfficer met at chamber breakfast · Sep 16, 05:59 PM
Julia DavisSargent met at Chamber breakfast · Sep 16, 05:59 PM
Terence BlackBlinq Contact · Sep 16, 05:58 PM
Lileeanna LopezBlinq Contact · Sep 16, 05:56 PM
Taylor WilsonBlinq Contact · Sep 16, 05:55 PM
Jaime WhiteBlinq Contact - met at restaurant · Sep 16, 05:55 PM
Brian RichardsonBlinq Contact · Sep 16, 05:51 PM
Joel GonzalezBlinq Contact - Sherwin Williams manager · Sep 16, 05:51 PM
Shannon HarrisBlinq Contact · Sep 16, 05:50 PM
Winston YoungBling Contact · Sep 16, 05:49 PM
Barrett ArnoldBlinq Contact - payroll advisor · Sep 16, 05:49 PM
Jasmond KempBlinq Contact · Sep 16, 05:48 PM
Madison DyerBlinq Contact · Sep 16, 05:48 PM
Thaddais JohnsonBlinq Contact · Sep 16, 05:47 PM
Nathaniel CochraneLisa mixer - real estate investor · Sep 16, 05:46 PM
Zephaniah FrancoisLisa mixer · Sep 16, 05:46 PM
Tim RubitNAACP networking · Sep 16, 05:45 PM
Brittany GrahamNAACP networking · Sep 16, 05:44 PM
Eddy SanchezBlinq Contact · Sep 16, 05:42 PM
Leamaro BradfordGolf Tournament. Primeway CU rep · Sep 16, 05:41 PM
Kimberly WilliamsGolf Tournament · Sep 16, 05:40 PM
Chad BarmettlerUnknown source · Sep 16, 05:27 PM
(832) 852-3003Unknown source · Sep 16, 04:13 PM
(832) 320-3500Unknown source · Sep 16, 02:46 PM
Nicque(Prospective) Wild Golf MontgomeryUnknown source · Sep 16, 02:13 PM

Waiting On You (6)

Marcelina Ngumezi6.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller5.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive5.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
jason johnson2.7d waiting
I am having Dana send me the information. The chart below is what I have used for years, I just change the ages. When Da
Candace Gregory2.7d waiting
Hi!  What is our deadline to file? Just want to make sure I’m sending what you need in time if there is anything else. 
(281) 745-93670.9d waiting

Today (2)

01:30 PMCarol Washington
02:15 PMZaria Powell

Stuck (50)

Dawn HamiltonAwaiting Docs · 16d
Robert (Bobby) BolanderAwaiting Docs · 16d
Yesenia JimenezAwaiting Docs · 16d
Rick MorlenAwaiting Docs · 16d
james mccrayAwaiting Docs · 16d
Michael AllenAwaiting Docs · 16d
Brandon RayAwaiting Docs · 16d
Adrienne MccrayAwaiting Docs · 16d
Tammy McDuffieAwaiting Docs · 16d
JESSIE RAMIREZAwaiting Docs · 16d
Ebony MITCHELLDocs In Review · 16d
Vivian WatkinsReady for Prep · 16d
RJ JacksonAwaiting Docs · 16d
KYMBERLI (KD) DiamondAwaiting Docs · 16d
Kourtnai O’Conner-RogersDocs In Review · 16d
Tameca jackson donavonAwaiting Docs · 16d
Tamra IRBYAwaiting Docs · 16d
Steven RyanDocs In Review · 16d
Raishonna (Herman) JelksAwaiting Docs · 16d
Diana Medina GalvanNew Lead · 16d
KURT HOFFAMNAwaiting Docs · 16d
shermra shellmanAwaiting Docs · 16d
jason johnsonAwaiting Docs · 16d
Darryl & Danielle SmithAwaiting Docs · 16d
Sean VinsonAwaiting Docs · 16d
Anya WAwaiting Docs · 16d
JOHN WILLIAMSAwaiting Docs · 16d
Sarah BurtonReady for Prep · 16d
Jessica WashingtonDocs In Review · 16d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 16d
Clifford StillsAwaiting Docs · 16d
Donald DunnAwaiting Docs · 16d
Dominyk and Seth TurnerAwaiting Docs · 16d
Cory HinojosaAwaiting Docs · 16d
Amanda CaverAwaiting Docs · 16d
Rachel Christina PaytonAwaiting Docs · 16d
Henrietta EvansAwaiting Docs · 16d
Candace GregoryAwaiting Docs · 16d
Beverly iwualaAwaiting Docs · 16d
Keneisha ThompsonReady for Prep · 16d
steven tonAwaiting Docs · 16d
Norman ReedReady for Prep · 16d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 16d
Evans CharlesAwaiting Docs · 16d
Keisha McDanielAwaiting Docs · 16d
DANAYCIA CARRIERDocs In Review · 16d
Jackie LeeAwaiting Docs · 16d
Katrice EllisAwaiting Docs · 15d
Lashannon CarrAwaiting Docs · 13d
Daniel (Murphy) BaileyAwaiting Docs · 12d

Your Three Moves Today

  1. Reply to Marcelina Ngumezi, waiting 6.7 days (Email).
  2. Prep for 01:30 PM today: Carol Washington.
  3. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 16 days.