Demo Pilot, Internal Review

KT Bradley CPA

Sunday, September 13, 2026 · Morning Brief

Needs a Human Look (6)

Lashannon Carr9d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis5d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
Tiara Jenkins3d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card
David Cargill2d flagged
Unreadable document: "1789149895415_other_Screenshot_20260909_171353_AOL.jpg" could not be identified and NO data was extracted. Likely cause: multiple documents scanned into one file -- split and reprocess. (Could also be a form filed in the wrong category.) Open the file, split or re-file it, then re-upload.
Karla Ayers2d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney2d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload

AI Calls, Jimi (0)

No AI calls in the last day.

Uploaded since yesterday's brief

No tax-board uploads in the last 24 hours.

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon213d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (0)

No missed calls in the last day.

New Leads (0)

No new leads in the last day.

Waiting On You (8)

(346) 618-569322.9d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(346) 362-934517.8d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Brandon Luckett17.7d waiting
Thank you!! I have signed and attached.  On Wed, Aug 26, 2026 at 12:31 PM Kristen Bradley <info@ktbradleycpa.com [inf
Candace Gregory16.6d waiting
Hey KT!  I hope you’re well.  Just writing to follow up with you.  My additional dependent, Andrew Harris’s info is belo
Marcelina Ngumezi2.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller1.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive1.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
jason johnson1.5d waiting
Good evening, The last of the invoice has been paid. Thank you for your patience and the work completed on our behalf.

Today (0)

Nothing on the calendar today.

Stuck (48)

Dawn HamiltonAwaiting Docs · 12d
Robert (Bobby) BolanderAwaiting Docs · 12d
Yesenia JimenezAwaiting Docs · 12d
Rick MorlenAwaiting Docs · 12d
james mccrayAwaiting Docs · 12d
Michael AllenAwaiting Docs · 12d
Brandon RayAwaiting Docs · 12d
Adrienne MccrayAwaiting Docs · 12d
Tammy McDuffieAwaiting Docs · 12d
JESSIE RAMIREZAwaiting Docs · 12d
Ebony MITCHELLDocs In Review · 12d
Vivian WatkinsReady for Prep · 12d
RJ JacksonAwaiting Docs · 12d
KD DiamondAwaiting Docs · 12d
Kourtnai O’Conner-RogersDocs In Review · 12d
Tameca jackson donavonAwaiting Docs · 12d
Tamra IRBYAwaiting Docs · 12d
Steven RyanDocs In Review · 12d
Raishonna (Herman) JelksAwaiting Docs · 12d
Diana Medina GalvanNew Lead · 12d
KURT HOFFAMNAwaiting Docs · 12d
shermra shellmanAwaiting Docs · 12d
jason johnsonAwaiting Docs · 12d
Darryl & Danielle SmithAwaiting Docs · 12d
Sean VinsonAwaiting Docs · 12d
Anya WAwaiting Docs · 12d
JOHN WILLIAMSAwaiting Docs · 12d
Sarah BurtonReady for Prep · 12d
Jessica WashingtonDocs In Review · 12d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 12d
Clifford StillsAwaiting Docs · 12d
Donald DunnAwaiting Docs · 12d
Dominyk and Seth TurnerAwaiting Docs · 12d
Cory HinojosaAwaiting Docs · 12d
Amanda CaverAwaiting Docs · 12d
Rachel Christina PaytonAwaiting Docs · 12d
Henrietta EvansAwaiting Docs · 12d
Candace GregoryAwaiting Docs · 12d
Beverly iwualaAwaiting Docs · 12d
Keneisha ThompsonReady for Prep · 12d
steven tonAwaiting Docs · 12d
Norman ReedReady for Prep · 12d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 12d
Evans CharlesAwaiting Docs · 12d
Keisha McDanielAwaiting Docs · 12d
DANAYCIA CARRIERDocs In Review · 12d
Jackie LeeAwaiting Docs · 12d
Katrice EllisAwaiting Docs · 11d

Your Three Moves Today

  1. Reply to (346) 618-5693, waiting 22.9 days (Call).
  2. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 12 days.
  3. Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 12 days.