Demo Pilot, Internal Review

KT Bradley CPA

Friday, September 18, 2026 · Morning Brief

Needs a Human Look (6)

Lashannon Carr3d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis3d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
David Cargill3d 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 Ayers3d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney3d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload
Tiara Jenkins3d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card

AI Calls, Jimi (2)

(832) 318-855717h ago · 19 seconds
The call was an inbound call to KT Bradley CPA, but the caller did not respond and hung up shortly after the agent's greeting and follow-up
Nicole17h ago · 0 seconds
No conversation happened.

Uploaded since yesterday's brief

candace gregorybank statement
jason johnsonprior-year return, transcript
norman reedother

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon218d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (4)

Niktanza ( Nicole) Buggs+14697564643 · Sep 17, 10:41 PM
Paulette Pradia (THE HAIR MAYOR BEAUTY COLLEGE)+12814337666 · Sep 17, 10:11 PM
Nicole · Sep 17, 07:37 PM
A&K Mortgage and KT Bradley CPA.+18323903415 · Sep 17, 07:25 PM

New Leads (2)

(832) 318-8557Unknown source · Sep 17, 07:50 PM
NicoleUnknown source · Sep 17, 07:23 PM

Waiting On You (6)

Marcelina Ngumezi7.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller6.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive6.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(281) 745-93671.9d waiting
Candace Gregory0.7d waiting
THANK YOU!!!!!  Candace Gregory, Esq. On Thu, Sep 17, 2026 at 1:33 PM Kristen Bradley <info@ktbradleycpa.com [info@
Keneisha Thompson0.6d waiting
Hi Kristen, thank you for your email. However, my taxes have already been processed by you. We were just waiting for the

Today (0)

Nothing on the calendar today.

Stuck (50)

Dawn HamiltonAwaiting Docs · 17d
Robert (Bobby) BolanderAwaiting Docs · 17d
Yesenia JimenezAwaiting Docs · 17d
Rick MorlenAwaiting Docs · 17d
james mccrayAwaiting Docs · 17d
Michael AllenAwaiting Docs · 17d
Brandon RayAwaiting Docs · 17d
Adrienne MccrayAwaiting Docs · 17d
Tammy McDuffieAwaiting Docs · 17d
JESSIE RAMIREZAwaiting Docs · 17d
Ebony MITCHELLDocs In Review · 17d
Vivian WatkinsReady for Prep · 17d
RJ JacksonAwaiting Docs · 17d
KYMBERLI (KD) DiamondAwaiting Docs · 17d
Kourtnai O’Conner-RogersDocs In Review · 17d
Tameca jackson donavonAwaiting Docs · 17d
Tamra IRBYAwaiting Docs · 17d
Steven RyanDocs In Review · 17d
Raishonna (Herman) JelksAwaiting Docs · 17d
Diana Medina GalvanNew Lead · 17d
KURT HOFFAMNAwaiting Docs · 17d
shermra shellmanAwaiting Docs · 17d
jason johnsonAwaiting Docs · 17d
Darryl & Danielle SmithAwaiting Docs · 17d
Sean VinsonAwaiting Docs · 17d
Anya WAwaiting Docs · 17d
JOHN WILLIAMSAwaiting Docs · 17d
Sarah BurtonReady for Prep · 17d
Jessica WashingtonDocs In Review · 17d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 17d
Clifford StillsAwaiting Docs · 17d
Donald DunnAwaiting Docs · 17d
Dominyk and Seth TurnerAwaiting Docs · 17d
Cory HinojosaAwaiting Docs · 17d
Amanda CaverAwaiting Docs · 17d
Rachel Christina PaytonAwaiting Docs · 17d
Henrietta EvansAwaiting Docs · 17d
Candace GregoryAwaiting Docs · 17d
Beverly iwualaAwaiting Docs · 17d
Keneisha ThompsonReady for Prep · 17d
steven tonAwaiting Docs · 17d
Norman ReedReady for Prep · 17d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 17d
Evans CharlesAwaiting Docs · 17d
Keisha McDanielAwaiting Docs · 17d
DANAYCIA CARRIERDocs In Review · 17d
Jackie LeeAwaiting Docs · 17d
Katrice EllisAwaiting Docs · 16d
Lashannon CarrAwaiting Docs · 14d
Daniel (Murphy) BaileyAwaiting Docs · 13d

Your Three Moves Today

  1. Reply to Marcelina Ngumezi, waiting 7.7 days (Email).
  2. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 17 days.
  3. Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 17 days.