Good morning, KT Bradley CPA
Wednesday, September 30, 2026
Updated 7:46 AM
Waiting on a reply
5
oldest 14 days
Stalled cases
92
41 in Documents incomplete
Files to review
11
oldest 15 days
On today's calendar
0
clear day
Do these first
Reply to (281) 745-9367, waiting 14 days (call).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 29 days.
Nudge Henrietta Evans on missing documents, checklist incomplete for 17 days.
Files to review
11
Katrice Ellis
Photo ID · 85% read
15d
David Cargill
Unreadable document · Not read
15d
Karla Ayers
SSN card · 82% read
15d
Thomas Raney
IRS EIN letter · OCR failed
15d
Zaria Powell
Unreadable document · Not read
7d
Lashannon Carr
Bank statement · 85% read
2d
Tiara Jenkins
Schedule C · 72% read
2d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
DANAYCIA CARRIER
Bank statement · 85% read
0d
Tamika Lewis
W-2 · OCR failed
0d
Files and fix steps are in this morning's email.
Missed calls
3
Terry McFarland
Sep 29, 03:56 PM
A&K Mortgage and KT Bradley CPA.
Sep 29, 03:35 PM
Frank Martinez
Sep 29, 03:25 PM
New leads
5
(803) 766-1995
Unknown source
Wrong Number Per Client
Unknown source
Richard Williams
quickbooks
(832) 241-9606
Unknown source
David Roper
Unknown source
Where cases are stalled
92
Documents incomplete
41
Awaiting Docs
38
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
5
(281) 745-9367
Call
14d
Keneisha Thompson
Email
13d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
9d
Rachel Christina Payton
Email
6d
Marcella V Chambers
Email
6d
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
6
(803) 766-1995
29 seconds
2h ago
Wrong number per client
12 seconds
15h ago
Richard Williams
13 seconds
16h ago
(832) 241-9606
18 seconds
20h ago
Terry McFarland
2 seconds
21h ago
David Roper
127 seconds
24h ago
Wealth Strategy leads
1
Advising
2
Zaria Powell
New
Yessenia Lopez
New
All clear today
Nothing on today's calendar
No new uploads
Missed calls 3 · New leads 5
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