Needs a Human Look (5)
Lashannon Carr7d flaggedVerify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis3d flaggedVerify ID extraction (85% confidence) -- check fields on contact card
David Cargill2d flaggedUnreadable document: "1788993763312_other_Screenshot_20260909_172455_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.
Tiara Jenkins1d flaggedVerify SCHEDULE-C extraction (72% confidence) -- check fields on contact card
Thomas Raney0d flaggedOCR failed for EIN-LETTER -- manually verify or ask client to re-upload
New Leads (3)
(832) 301-4942Unknown source · Sep 10, 08:49 PM
Clarissa HendersonUnknown source · Sep 10, 08:16 PM
(210) 898-8421Unknown source · Sep 10, 07:53 PM
Waiting On You (9)
(346) 618-569320.9d waitingHi ,
Thank you for your call KT Bradley CPA
— KT Bradley CPA
(346) 362-934515.8d waitingHi ,
Thank you for your call KT Bradley CPA
— KT Bradley CPA
Brandon Luckett15.7d waitingThank you!!
I have signed and attached.
On Wed, Aug 26, 2026 at 12:31 PM Kristen Bradley <info@ktbradleycpa.com [inf
Candace Gregory14.6d waitingHey KT! I hope you’re well. Just writing to follow up with you. My additional dependent, Andrew Harris’s info is belo
Sandreka Miller2.8d waitingimage.png [cid:ii_mtszrlar1]
logo pic.png
Mark Miller, Owner
Sandreka Miller, Director/Owner
steps2progressldc@gmail.
Karla Ayers2.4d waitingKristen,
I wanted to follow up with you on next steps for my practice regarding managing taxes and implementing the mon
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive1.9d waitingHi ,
Thank you for your call KT Bradley CPA
— KT Bradley CPA
Robert (Bobby) Bolander0.7d waitingChecking in on if the amendment has been sent to us to sign, and if I can get copies of it all?
Thanks
On Wednesday,
Marcelina Ngumezi0.7d waitingOk great thank you
On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]