Good morning, KT Bradley CPA
Friday, October 2, 2026
Updated 7:46 AM
Waiting on a reply
5
oldest 15 days
Stalled cases
89
39 in Documents incomplete
Files to review
11
oldest 17 days
On today's calendar
2
first at 03:00 PM
Do these first
Reply to Keneisha Thompson, waiting 15 days (email).
Prep for 03:00 PM today: Cory Hinojosa.
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 31 days.
Files to review
11
Katrice Ellis
Photo ID · 85% read
17d
Karla Ayers
SSN card · 82% read
17d
Thomas Raney
IRS EIN letter · OCR failed
17d
Zaria Powell
Unreadable document · Not read
9d
Lashannon Carr
Bank statement · 85% read
4d
David Cargill
Unreadable document · Not read
2d
K Jenkins
Schedule C · 72% read
2d
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.
On today's calendar
2
03:00 PM
Cory Hinojosa
03:15 PM
Kathleen Long
Missed calls
3
A&K Mortgage and KT Bradley CPA.
Oct 01, 09:41 PM
Christopher Bui
Oct 01, 08:11 PM
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Oct 01, 06:53 PM
New leads
10
(833) 814-7189
Unknown source
Nastassia Barnes
Discovery Call - 15 Mins KT Bradley CPA
(858) 955-0303
Unknown source
(832) 521-2154
Unknown source
Office@Ktbportal.Com
Unknown source
Felipe Jimenez
KT Bradley CPA Portal
Angel Hodges
Unknown source
Tm B
Unknown source
Tm Bi
Unknown source
Kd?? See Note Gh
Unknown source
Where cases are stalled
89
Documents incomplete
39
Awaiting Docs
37
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
5
Keneisha Thompson
Email
15d
Marcella V Chambers
Email
8d
Christopher Bui
Text
1d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
1d
Beverly iwuala
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
7
(833) 814-7189
25 seconds
15h ago
Eric Comeaux
15 seconds
16h ago
(858) 955-0303
23 seconds
17h ago
(832) 521-2154
17 seconds
17h ago
Angel Hodges
108 seconds
20h ago
TM B
18 seconds
20h ago
TM BI
13 seconds
21h ago
Uploaded since yesterday
3
Clarissa Henderson
ID
Felipe Jimenez
ID
Keisha Mcdaniel
business entity docs, 1098, Schedule C, 1099, childcare receipts, ID, other, W-2, bank statement, POA, EIN letter, 1099-NEC, 1099-DIV, SSN
Wealth Strategy leads
1
Advising
3
Zaria Powell
New
Yessenia Lopez
New
Cory Hinojosa
New
Missed calls 3 · New leads 10
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