Good morning, KT Bradley CPA
Friday, September 25, 2026
Updated 7:46 AM
Waiting on a reply
9
oldest 15 days
Stalled cases
86
38 in Awaiting Docs
Files to review
10
oldest 10 days
On today's calendar
1
first at 11:00 AM
Do these first
Reply to Marcelina Ngumezi, waiting 15 days (email).
Prep for 11:00 AM today: Clementine Hazel.
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 24 days.
Files to review
10
Lashannon Carr
Bank statement · 85% read
10d
Katrice Ellis
Photo ID · 85% read
10d
David Cargill
Unreadable document · Not read
10d
Karla Ayers
SSN card · 82% read
10d
Thomas Raney
IRS EIN letter · OCR failed
10d
Tiara Jenkins
Schedule C · 72% read
10d
Marty Wells
Unreadable document · Not read
3d
Zaria Powell
Unreadable document · Not read
2d
DANAYCIA CARRIER
Bank statement · 85% read
2d
Tamika Lewis
W-2 · OCR failed
2d
Files and fix steps are in this morning's email.
On today's calendar
1
11:00 AM
Clementine Hazel
New leads
5
Stephani Chargois Walker
Unknown source
John Federico
Unknown source
(888) 344-3580
Unknown source
Yessenia Lopez
15-Minute Quick Call
(832) 568-7582
Unknown source
Where cases are stalled
86
Awaiting Docs
38
Documents incomplete
35
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
9
Marcelina Ngumezi
Email
15d
Sandreka Miller
Email
14d
(281) 745-9367
Call
9d
Candace Gregory
Email
8d
Keneisha Thompson
Email
8d
+ 4 more, oldest first
EPS disclosures to send
3
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
AI calls, last day
3
John Federico
30 seconds
18h ago
(888) 344-3580
9 seconds
18h ago
(832) 568-7582
19 seconds
20h ago
Wealth Strategy leads
1
Advising
2
Zaria Powell
New
Yessenia Lopez
New
new
All clear today
No missed calls
No new uploads
Missed calls 0 · New leads 5
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