Good morning, KT Bradley CPA
Wednesday, October 7, 2026
Updated 7:46 AM
Waiting on a reply
9
oldest 6 days
Stalled cases
93
40 in Documents incomplete
Files to review
12
oldest 22 days
On today's calendar
2
first at 10:30 AM
Do these first
Reply to Christopher Bui, waiting 6 days (text).
Prep for 10:30 AM today: Glen Corder.
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 36 days.
Files to review
12
Katrice Ellis
Photo ID · 85% read
22d
Karla Ayers
SSN card · 82% read
22d
Thomas Raney
IRS EIN letter · OCR failed
22d
Zaria Powell
Unreadable document · Not read
14d
Lashannon Carr
Bank statement · 85% read
9d
David Cargill
Unreadable document · Not read
7d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
Felipe Jimenez
SSN card · 85% read
0d
DANAYCIA CARRIER
Bank statement · 85% read
0d
Tamika Lewis
W-2 · OCR failed
0d
Keisha McDaniel
Unreadable document · Not read
0d
Files and fix steps are in this morning's email.
On today's calendar
2
10:30 AM
Glen Corder
12:00 PM
Kelly (KD) Lewis (Querageous Barber School)
Missed calls
1
Paulette Pradia (THE HAIR MAYOR BEAUTY COLLEGE)
Oct 06, 09:27 PM
New leads
3
(833) 815-6564
Unknown source
Glen Corder
Unknown source
(832) 301-0048
Unknown source
Where cases are stalled
93
Documents incomplete
40
Awaiting Docs
39
Docs In Review
7
Ready for Prep
4
In Prep
3
Waiting on a reply
9
Christopher Bui
Text
6d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
6d
Marcella V Chambers
Text
5d
Daniel (Murphy) Bailey
Text
2d
Nissi (Workforce Solutions) Ross
Call
2d
+ 4 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
3
(833) 815-6564
45 seconds
14h ago
Glen Corder
30 seconds
17h ago
(832) 301-0048
18 seconds
17h ago
Uploaded since yesterday
1
Keisha Mcdaniel
other
Wealth Strategy leads
1
Advising
3
Zaria Powell
New
Yessenia Lopez
New
Cory Hinojosa
New
Missed calls 1 · New leads 3
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