Good morning, KT Bradley CPA
Saturday, October 10, 2026
Updated 7:46 AM
Waiting on a reply
16
oldest 9 days
Stalled cases
97
42 in Documents incomplete
Files to review
14
oldest 25 days
On today's calendar
0
clear day
Do these first
Reply to Christopher Bui, waiting 9 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 39 days.
Nudge Brian Little on missing documents, checklist incomplete for 27 days.
Files to review
14
Katrice Ellis
Photo ID · 85% read
25d
Karla Ayers
SSN card · 82% read
25d
Thomas Raney
IRS EIN letter · OCR failed
25d
Zaria Powell
Unreadable document · Not read
17d
Lashannon Carr
Bank statement · 85% read
12d
David Cargill
Unreadable document · Not read
10d
Natalie(Account/Bookkeeper)) Specialty Technical Services
Unreadable document · Not read
1d
Felipe Jimenez
SSN card · 85% read
1d
Kelly (KD) Lewis (Querageous Barber School)
Unreadable document · Not read
1d
DANAYCIA CARRIER
Bank statement · 85% read
1d
Tamika Lewis
W-2 · OCR failed
1d
Keisha McDaniel
Unreadable document · Not read
1d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
Files and fix steps are in this morning's email.
Missed calls
2
Glen Corder
Oct 09, 08:48 PM
A&K Mortgage and KT Bradley CPA.
Oct 09, 07:17 PM
New leads
4
Kimberly Bailey
Unknown source
(888) 984-7277
Unknown source
Lieutenant Seydler From The Jacinto City Police Department Called On Behalf Of Police Chief Joe Ayala
Unknown source
Clementinehazel@Proton.Me
Unknown source
Where cases are stalled
97
Documents incomplete
42
Awaiting Docs
40
Docs In Review
7
Ready for Prep
4
In Prep
4
Waiting on a reply
16
Christopher Bui
Text
9d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
9d
Marcella V Chambers
Text
8d
Nissi (Workforce Solutions) Ross
Call
5d
Sean with Lender Wrong Number
Call
5d
+ 11 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
2
(888) 984-7277
3 seconds
18h ago
Glen Corder
29 seconds
19h ago
Uploaded since yesterday
1
Natalie(Account/Bookkeeper)) Specialty Technical Services
other
Wealth Strategy leads
1
Advising
6
Zaria Powell
New
Yessenia Lopez
New
Kathleen Long
New
Richard Williams
New
Cory Hinojosa
New
Thomas Raney
New
All clear today
Nothing on today's calendar
Missed calls 2 · New leads 4
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