Good morning, KT Bradley CPA
Thursday, September 24, 2026
Updated 7:46 AM
Waiting on a reply
6
oldest 14 days
Stalled cases
86
38 in Awaiting Docs
Files to review
10
oldest 9 days
On today's calendar
0
clear day
Do these first
Reply to Marcelina Ngumezi, waiting 14 days (email).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 23 days.
Nudge Henrietta Evans on missing documents, checklist incomplete for 11 days.
Files to review
10
Lashannon Carr
Bank statement · 85% read
9d
Katrice Ellis
Photo ID · 85% read
9d
David Cargill
Unreadable document · Not read
9d
Karla Ayers
SSN card · 82% read
9d
Thomas Raney
IRS EIN letter · OCR failed
9d
Tiara Jenkins
Schedule C · 72% read
9d
Marty Wells
Unreadable document · Not read
2d
Zaria Powell
Unreadable document · Not read
1d
DANAYCIA CARRIER
Bank statement · 85% read
1d
Tamika Lewis
W-2 · OCR failed
1d
Files and fix steps are in this morning's email.
New leads
6
(743) 286-3335
Unknown source
(470) 749-3655
Unknown source
(262) 373-8883
Unknown source
(646) 536-2027
Unknown source
Carine Ndinda
Discovery Call - 15 Mins KT Bradley CPA
(314) 928-0058
Unknown source
Where cases are stalled
86
Awaiting Docs
38
Documents incomplete
35
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
6
Marcelina Ngumezi
Email
14d
Sandreka Miller
Email
13d
(281) 745-9367
Call
8d
Candace Gregory
Email
7d
Keneisha Thompson
Email
7d
+ 1 more, oldest first
EPS disclosures to send
3
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
AI calls, last day
5
(470) 749-3655
29 seconds
2h ago
(743) 286-3335
3 seconds
12h ago
(262) 373-8883
29 seconds
20h ago
(646) 536-2027
5 seconds
21h ago
(314) 928-0058
29 seconds
23h ago
Uploaded since yesterday
1
Alberto Flores
other
Wealth Strategy leads
1
Advising
1
Zaria Powell
New
All clear today
Nothing on today's calendar
No missed calls
Missed calls 0 · New leads 6
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