Good morning, KT Bradley CPA
Tuesday, September 29, 2026
Updated 7:46 AM
Waiting on a reply
8
oldest 18 days
Stalled cases
93
42 in Documents incomplete
Files to review
11
oldest 14 days
On today's calendar
1
first at 12:15 PM
Do these first
Reply to Sandreka Miller, waiting 18 days (email).
Prep for 12:15 PM today: Carine Ndinda.
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 28 days.
Files to review
11
Katrice Ellis
Photo ID · 85% read
14d
David Cargill
Unreadable document · Not read
14d
Karla Ayers
SSN card · 82% read
14d
Thomas Raney
IRS EIN letter · OCR failed
14d
Zaria Powell
Unreadable document · Not read
6d
Lashannon Carr
Bank statement · 85% read
1d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
Tiara Jenkins
Schedule C · 72% 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
1
12:15 PM
Carine Ndinda
Missed calls
3
(872) 799-9672
Sep 29, 12:35 AM
A&K Mortgage and KT Bradley CPA.
Sep 29, 12:34 AM
Frank Martinez
Sep 28, 09:46 PM
New leads
10
Seth Turner
KT Bradley CPA Portal
(872) 799-9672
Unknown source
(434) 500-8882
Unknown source
Terry Mcfarland
Unknown source
Alan, Cleargrid Finance
Unknown source
Alan, Cleargrid Finance
Unknown source
Frank Martinez
quickbooks
(506) 315-1481
Unknown source
Christopher Bui
Inbound Call referred by Audrey Jack
Kathleen Long
quickbooks
Where cases are stalled
93
Documents incomplete
42
Awaiting Docs
38
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
8
Sandreka Miller
Email
18d
(281) 745-9367
Call
13d
Keneisha Thompson
Email
12d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
8d
Rachel Christina Payton
Email
5d
+ 3 more, oldest first
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
6
Terry McFarland
22 seconds
13h ago
(434) 500-8882
14 seconds
15h ago
Alan, ClearGrid Finance
9 seconds
17h ago
Alan, ClearGrid Finance
9 seconds
18h ago
(506) 315-1481
31 seconds
19h ago
Kathleen Long
60 seconds
21h ago
Uploaded since yesterday
3
Alberto Flores
other
Clementine Hazel
ID, prior-year return, 1098, bank statement, SSN
Seth Turner
other
Wealth Strategy leads
1
Advising
2
Zaria Powell
New
Yessenia Lopez
New
Missed calls 3 · New leads 10
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