Demo Pilot — Internal Review

KT Bradley CPA

Monday, July 27, 2026 · Morning Brief

New Leads (0)

No new leads in the last day.

Waiting On You (7)

Brandon Luckett33.8d waiting
kevin@growabilityequity.com [kevin@growabilityequity.com]. This is his email.  His name is Kevin Anderson.  Below is his
Steven Ryan33.0d waiting
Ok. I approved the request.   Thanks,   Steven Ryan, PE, SE Principal SSS Design Engineers, LLC steven.ryan@sss-e
KURT HOFFAMN32.6d waiting
Stop
Sandreka Mille4.9d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Ebony MITCHELL4.2d waiting
Sorry it took so long this is what I have access to online. I'm not sure if I have physical letters from before.  On Su
(901) 214-29993.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Jacalyn Shirley1.9d waiting
Yes I have been attaching a zip file with those docs but I guess you have not been getting it. I have uploaded it now to

Today (0)

Nothing on the calendar today.

Stuck (41)

Robert RockerReady for Review · 96d
Dominyk and Seth TurnerDocs Requested · 95d
Amanda CaverDocs Requested · 95d
Michael Gilliard15-Minute Quick Call · 91d
Norman ReedReady for Review · 90d
JOHN WILLIAMSAppt Booked · 84d
Jessica WashingtonDocs Received · 77d
Anya WDocs Requested · 75d
Sean VinsonAppt Booked · 70d
Jecorick JonesDocs Received · 70d
Latonia V DismukeDocs Received · 66d
Pamela Johnson15-Minute Quick Call · 62d
KURT HOFFAMNDocs Requested · 60d
shermra shellmanAppt Booked · 60d
Adrianne Leibman15-Minute Quick Call · 54d
Steven RyanDocs Received · 48d
Tamra IRBYAppt Booked · 47d
Tameca jackson donavonAppt Booked · 42d
Brock JohnsonDocs Received · 34d
RASHONNA MOORE15-Minute Quick Call · 33d
Jason JohnsonDocs Received · 27d
Shiloh WilliamsDocs Received · 27d
Unmatched Offroad & Diesel Performance LLCExtension 2025 · 21d
RJ JacksonExtension 2025 · 20d
Kymberli DiamondExtension 2025 · 20d
Brian LittleExtension 2025 · 20d
Darryl & Danielle SmithExtension 2025 · 20d
Clifford StillsExtension 2025 · 20d
Donald DunnExtension 2025 · 20d
Rachel Christina PaytonExtension 2025 · 20d
Beverly iwualaExtension 2025 · 20d
Evans CharlesExtension 2025 · 20d
Keisha McDanielExtension 2025 · 20d
Bob RobertsonDocs Received · 19d
Kumbia LewisDocs Received · 19d
Vivian WatkinsDocs Received · 18d
Diana Medina GalvanDocs Received · 13d
Candace GregoryAppt Booked · 13d
Leslie Simon Leslie SimonClient Intake · 12d
Ebony MITCHELLClient Intake · 11d
Cory HinojosaAppt Booked · 11d

Your Three Moves Today

  1. Reply to Brandon Luckett — they've been waiting 33.8 days (Email).
  2. Push Robert Rocker forward — stuck at “Ready for Review” for 96 days.
  3. Follow up with Dominyk and Seth Turner — stuck at “Docs Requested” for 95 days.

Ask About Today

Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.
AI360 Tax SaaS — generated 07:45 AM · not sent to the client, internal pilot only