Good morning, KT Bradley CPA
Monday, September 14, 2026
Updated 7:46 AM
Waiting on a reply
8
oldest 24 days
Stalled cases
48
38 in Awaiting Docs
Files to review
6
oldest 1 days
On today's calendar
1
first at 11:00 AM
Do these first
Reply to (346) 618-5693, waiting 23.9 days (Call).
Prep for 11:00 AM today: KD Diamond.
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 13 days.
Files to review
6
Lashannon Carr
Bank statement · 85% read
1d
Katrice Ellis
Photo ID · 85% read
1d
Thomas Raney
IRS EIN letter · OCR failed
1d
Tiara Jenkins
Schedule C · 72% read
1d
David Cargill
Unreadable document · Not read
0d
Karla Ayers
SSN card · 82% read
0d
Files and fix steps are in this morning's email.
On today's calendar
1
11:00 AM
KD Diamond
Where cases are stalled
48
Awaiting Docs
38
Docs In Review
5
Ready for Prep
4
New Lead
1
Waiting on a reply
8
(346) 618-5693
Call
24d
(346) 362-9345
Call
19d
Brandon Luckett
Email
19d
Candace Gregory
Email
18d
Marcelina Ngumezi
Email
4d
+ 3 more, oldest first
EPS disclosures to send
2
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
Wealth Strategy leads
1
All clear today
No missed calls
No new leads
No AI calls
No new uploads
Advising: nothing open
Missed calls 0 · New leads 0
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