Good morning, KT Bradley CPA
Thursday, October 1, 2026
Updated 7:46 AM
Waiting on a reply
6
oldest 15 days
Stalled cases
89
38 in Awaiting Docs
Files to review
11
oldest 16 days
On today's calendar
1
first at 10:30 AM
Do these first
Reply to (281) 745-9367, waiting 15 days (call).
Prep for 10:30 AM today: Mercedes Melendez.
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 30 days.
Files to review
11
Katrice Ellis
Photo ID · 85% read
16d
Karla Ayers
SSN card · 82% read
16d
Thomas Raney
IRS EIN letter · OCR failed
16d
Zaria Powell
Unreadable document · Not read
8d
Lashannon Carr
Bank statement · 85% read
3d
David Cargill
Unreadable document · Not read
1d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
K Jenkins
Schedule C · 72% 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.
On today's calendar
1
10:30 AM
Mercedes Melendez
Missed calls
4
Frank Martinez
Sep 30, 06:59 PM
Lisa
Sep 30, 06:22 PM
A&K Mortgage and KT Bradley CPA.
Sep 30, 06:18 PM
Paulette Pradia (THE HAIR MAYOR BEAUTY COLLEGE)
Sep 30, 01:50 PM
New leads
8
Unknown Caller
Unknown source
Telemarketing Caller Blocke
Unknown source
Lisa
Unknown source
Twc Career Schools & College
Unknown source
Busy Signal With Returned Calls
Unknown source
(615) 719-9581
Unknown source
(659) 262-2792
Unknown source
Michael Allen
Contact Us
Where cases are stalled
89
Awaiting Docs
38
Documents incomplete
38
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
6
(281) 745-9367
Call
15d
Keneisha Thompson
Email
14d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
10d
Marcella V Chambers
Email
7d
Beverly iwuala
Text
1d
+ 1 more, oldest first
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
5
(615) 719-9581
27 seconds
under 1 hour ago
(659) 262-2792
30 seconds
2h ago
Telemarketing Caller Blocke
16 seconds
18h ago
Lisa
12 seconds
19h ago
Busy Signal with returned calls
18 seconds
22h ago
Uploaded since yesterday
2
Cory Hinojosa
other, prior-year return
Rachel Christina Payton
other
Wealth Strategy leads
1
Advising
3
Zaria Powell
New
Yessenia Lopez
New
Cory Hinojosa
New
new
Missed calls 4 · New leads 8
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