Good morning, KT Bradley CPA
Thursday, October 8, 2026
Updated 7:46 AM
Waiting on a reply
11
oldest 7 days
Stalled cases
94
41 in Documents incomplete
Files to review
13
oldest 23 days
On today's calendar
0
clear day
Do these first
Reply to Christopher Bui, waiting 7 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 37 days.
Nudge Brian Little on missing documents, checklist incomplete for 25 days.
Files to review
13
Katrice Ellis
Photo ID · 85% read
23d
Karla Ayers
SSN card · 82% read
23d
Thomas Raney
IRS EIN letter · OCR failed
23d
Zaria Powell
Unreadable document · Not read
15d
Lashannon Carr
Bank statement · 85% read
10d
David Cargill
Unreadable document · Not read
8d
Felipe Jimenez
SSN card · 85% read
1d
Keisha McDaniel
Unreadable document · Not read
1d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
Kelly (KD) Lewis (Querageous Barber School)
Unreadable document · Not read
0d
DANAYCIA CARRIER
Bank statement · 85% read
0d
Tamika Lewis
W-2 · OCR failed
0d
Files and fix steps are in this morning's email.
New leads
1
(803) 881-3004
Unknown source
Where cases are stalled
94
Documents incomplete
41
Awaiting Docs
39
Docs In Review
7
Ready for Prep
4
In Prep
3
Waiting on a reply
11
Christopher Bui
Text
7d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
7d
Marcella V Chambers
Text
6d
Daniel (Murphy) Bailey
Text
3d
Nissi (Workforce Solutions) Ross
Call
3d
+ 6 more, oldest first
EPS disclosures to send
5
Natalie(Account/Bookkeeper)) Specialty Technical Services
at filing
Clementine Hazel
at filing
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
AI calls, last day
2
(803) 881-3004
27 seconds
2h ago
Glen Corder
73 seconds
15h ago
Uploaded since yesterday
3
Clementine Hazel
W-2
Kelly (Kd) Lewis (Querageous Barber School)
other
Natalie(Account/Bookkeeper)) Specialty Technical Services
bank statement, other, additional documents
Wealth Strategy leads
1
Advising
6
Zaria Powell
New
Yessenia Lopez
New
Kathleen Long
New
Richard Williams
New
Cory Hinojosa
New
Thomas Raney
New
new
All clear today
Nothing on today's calendar
No missed calls
Missed calls 0 · New leads 1
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