Demo Pilot — Internal Review

KT Bradley CPA

Tuesday, August 04, 2026 · Morning Brief

Missed Calls (0)

No missed calls in the last day.

New Leads (2)

(267) 510-5263Unknown source · Aug 04, 12:28 AM

Adrienne MccrayContact Us · Aug 03, 11:42 PM

Waiting On You (8)

Sandreka Mille12.9d waiting

logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail

Ebony MITCHELL12.2d waiting

Sorry it took so long this is what I have access to online. I'm not sure if I have physical letters from before. On Su

(901) 214-299911.6d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

(800) 981-88987.8d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Isaac Thomas0.9d waiting

Yes I got it thank you Sent from my iPhone > On Aug 3, 2026, at 10:24 AM, Kristen Bradley <info@ktbradleycpa.com> wr

Jacalyn Shirley0.8d waiting

Hi Kristen, The warehouse bank is requiring that the mortgages for the properties be included in liabilities. They a

Adrienne Mccray0.3d waiting

Before I move forward with the consult. Are you able to assist with switching companies from an LLC to an S Corp? This

Brian Little0.3d waiting

Hi Kristen, These have been submitted through the portal. Please let me know how and when I can schedule the appoin

Today (0)

Nothing on the calendar today.

Stuck (42)

Robert RockerReady for Review · 104d

Dominyk and Seth TurnerDocs Requested · 103d

Amanda CaverDocs Requested · 103d

Michael Gilliard15-Minute Quick Call · 99d

Norman ReedReady for Review · 98d

JOHN WILLIAMSAppt Booked · 92d

Jessica WashingtonDocs Received · 85d

Anya WDocs Requested · 83d

Sean VinsonAppt Booked · 78d

Jecorick JonesDocs Received · 78d

Latonia DismukeDocs Received · 74d

Pamela Johnson15-Minute Quick Call · 70d

KURT HOFFAMNDocs Requested · 68d

shermra shellmanAppt Booked · 68d

Adrianne Leibman15-Minute Quick Call · 62d

Steven RyanDocs Received · 56d

Tamra IRBYAppt Booked · 55d

Tameca jackson donavonAppt Booked · 50d

Brock JohnsonDocs Received · 42d

RASHONNA MOORE15-Minute Quick Call · 41d

Jason JohnsonDocs Received · 35d

Shiloh WilliamsDocs Received · 35d

Unmatched Offroad & Diesel Performance LLCExtension 2025 · 29d

RJ JacksonExtension 2025 · 28d

Kymberli DiamondExtension 2025 · 28d

Darryl & Danielle SmithExtension 2025 · 28d

Clifford StillsExtension 2025 · 28d

Donald DunnExtension 2025 · 28d

Rachel Christina PaytonExtension 2025 · 28d

Beverly iwualaExtension 2025 · 28d

Evans CharlesExtension 2025 · 28d

Keisha McDanielExtension 2025 · 28d

Bob RobertsonDocs Received · 27d

Kumbia LewisDocs Received · 27d

Vivian WatkinsDocs Received · 26d

Candace GregoryAppt Booked · 21d

Ebony MITCHELLClient Intake · 19d

Cory HinojosaAppt Booked · 19d

Leshone FogleDocs Received · 14d

Sandreka MilleDocs Received · 14d

Sarah BurtonReady for Review · 13d

Tammy McDuffieDocs Requested · 12d

Your Three Moves Today

Reply to Sandreka Mille — they've been waiting 12.9 days (Email).
Push Robert Rocker forward — stuck at “Ready for Review” for 104 days.
Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 103 days.

Ask About Today

Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.