Demo Pilot — Internal Review

KT Bradley CPA

Wednesday, July 29, 2026 · Morning Brief

New Leads (3)

(832) 351-3100Unknown source · Jul 28, 08:45 PM
(281) 642-9868Unknown source · Jul 28, 07:57 PM
(225) 954-0726Unknown source · Jul 28, 05:42 PM

Waiting On You (5)

KURT HOFFAMN34.6d waiting
Stop
Sandreka Mille6.9d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Ebony MITCHELL6.2d 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) 214-29995.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(800) 981-88981.8d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Today (0)

Nothing on the calendar today.

Stuck (41)

Robert RockerReady for Review · 98d
Dominyk and Seth TurnerDocs Requested · 97d
Amanda CaverDocs Requested · 97d
Michael Gilliard15-Minute Quick Call · 93d
Norman ReedReady for Review · 92d
JOHN WILLIAMSAppt Booked · 86d
Jessica WashingtonDocs Received · 79d
Anya WDocs Requested · 77d
Sean VinsonAppt Booked · 72d
Jecorick JonesDocs Received · 72d
Latonia DismukeDocs Received · 68d
Pamela Johnson15-Minute Quick Call · 64d
KURT HOFFAMNDocs Requested · 62d
shermra shellmanAppt Booked · 62d
Adrianne Leibman15-Minute Quick Call · 56d
Steven RyanDocs Received · 50d
Tamra IRBYAppt Booked · 49d
Tameca jackson donavonAppt Booked · 44d
Brock JohnsonDocs Received · 36d
RASHONNA MOORE15-Minute Quick Call · 35d
Jason JohnsonDocs Received · 29d
Shiloh WilliamsDocs Received · 29d
Unmatched Offroad & Diesel Performance LLCExtension 2025 · 23d
RJ JacksonExtension 2025 · 22d
Kymberli DiamondExtension 2025 · 22d
Brian LittleExtension 2025 · 22d
Darryl & Danielle SmithExtension 2025 · 22d
Clifford StillsExtension 2025 · 22d
Donald DunnExtension 2025 · 22d
Rachel Christina PaytonExtension 2025 · 22d
Beverly iwualaExtension 2025 · 22d
Evans CharlesExtension 2025 · 22d
Keisha McDanielExtension 2025 · 22d
Bob RobertsonDocs Received · 21d
Kumbia LewisDocs Received · 21d
Vivian WatkinsDocs Received · 20d
Candace GregoryAppt Booked · 15d
Leslie Simon Leslie SimonClient Intake · 14d
Ebony MITCHELLClient Intake · 13d
Cory HinojosaAppt Booked · 13d
Kourtnai O’Conner-RogersClient Intake · 11d

Your Three Moves Today

  1. Reply to KURT HOFFAMN — they've been waiting 34.6 days (Sms).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 98 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 97 days.

Ask About Today

Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.
AI360 Tax SaaS — generated 07:45 AM · not sent to the client, internal pilot only