Demo Pilot, Internal Review

KT Bradley CPA

Tuesday, September 22, 2026 · Morning Brief

Needs a Human Look (8)

Lashannon Carr7d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis7d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
David Cargill7d 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 Ayers7d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney7d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload
Tiara Jenkins7d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card
Tamika Lewis1d flagged
OCR failed for W2 -- manually verify or ask client to re-upload
DANAYCIA CARRIER0d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card

AI Calls, Jimi (0)

No AI calls in the last day.

Uploaded since yesterday's brief

No tax-board uploads in the last 24 hours.

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon222d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (2)

Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive+18009818898 · Sep 21, 10:09 PM
Marta Cernosek - Century Concrete & Liquid Environments+12813541277 · Sep 21, 05:54 PM

New Leads (1)

Zaria Powell (Significant Other Phone)Unknown source · Sep 21, 06:18 PM

Waiting On You (7)

Marcelina Ngumezi11.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller10.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
(281) 745-93675.9d waiting
Candace Gregory4.7d waiting
THANK YOU!!!!!  Candace Gregory, Esq. On Thu, Sep 17, 2026 at 1:33 PM Kristen Bradley <info@ktbradleycpa.com [info@
Keneisha Thompson4.6d waiting
Hi Kristen, thank you for your email. However, my taxes have already been processed by you. We were just waiting for the
Tamika Lewis3.7d waiting
Hi KT,   I submitted the documentation need to complete the 2025 taxes.  Please let me know if you require anything el
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive0.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

Today (0)

Nothing on the calendar today.

Stuck (52)

Dawn HamiltonAwaiting Docs · 21d
Robert (Bobby) BolanderAwaiting Docs · 21d
Yesenia JimenezAwaiting Docs · 21d
Rick MorlenAwaiting Docs · 21d
james mccrayAwaiting Docs · 21d
Michael AllenAwaiting Docs · 21d
Brandon RayAwaiting Docs · 21d
Adrienne MccrayAwaiting Docs · 21d
Tammy McDuffieAwaiting Docs · 21d
JESSIE RAMIREZAwaiting Docs · 21d
Ebony MITCHELLDocs In Review · 21d
Vivian WatkinsReady for Prep · 21d
RJ JacksonAwaiting Docs · 21d
KYMBERLI (KD) DiamondAwaiting Docs · 21d
Kourtnai O’Conner-RogersDocs In Review · 21d
Tameca jackson donavonAwaiting Docs · 21d
Tamra IRBYAwaiting Docs · 21d
Steven RyanDocs In Review · 21d
Raishonna (Herman) JelksAwaiting Docs · 21d
KURT HOFFAMNAwaiting Docs · 21d
shermra shellmanAwaiting Docs · 21d
jason johnsonAwaiting Docs · 21d
Darryl & Danielle SmithAwaiting Docs · 21d
Sean VinsonAwaiting Docs · 21d
Anya WAwaiting Docs · 21d
JOHN WILLIAMSAwaiting Docs · 21d
Sarah BurtonReady for Prep · 21d
Jessica WashingtonDocs In Review · 21d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 21d
Clifford StillsAwaiting Docs · 21d
Donald DunnAwaiting Docs · 21d
Dominyk and Seth TurnerAwaiting Docs · 21d
Cory HinojosaAwaiting Docs · 21d
Amanda CaverAwaiting Docs · 21d
Rachel Christina PaytonAwaiting Docs · 21d
Candace GregoryAwaiting Docs · 21d
Beverly iwualaAwaiting Docs · 21d
Keneisha ThompsonReady for Prep · 21d
steven tonAwaiting Docs · 21d
Norman ReedReady for Prep · 21d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 21d
Keisha McDanielAwaiting Docs · 21d
DANAYCIA CARRIERDocs In Review · 21d
Jackie LeeAwaiting Docs · 21d
Katrice EllisAwaiting Docs · 20d
Lashannon CarrAwaiting Docs · 18d
Daniel (Murphy) BaileyAwaiting Docs · 17d
Timothy RobinsonDocs In Review · 14d
Tiara JenkinsIn Prep · 13d
David CargillIn Prep · 13d
Thomas RaneyAwaiting Docs · 12d
Karla AyersDocs In Review · 11d

Your Three Moves Today

  1. Reply to Marcelina Ngumezi, waiting 11.7 days (Email).
  2. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 21 days.
  3. Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 21 days.