Good morning, KT Bradley CPA
Monday, October 12, 2026
Updated 7:46 AM
Waiting on a reply
16
oldest 11 days
Stalled cases
103
45 in Documents incomplete
Files to review
14
oldest 27 days
On today's calendar
0
clear day
Do these first
Reply to Christopher Bui, waiting 11 days (text).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 41 days.
Nudge Brian Little on missing documents, checklist incomplete for 29 days.
Files to review
14
Katrice Ellis
Photo ID · 85% read
27d
Karla Ayers
SSN card · 82% read
27d
Thomas Raney
IRS EIN letter · OCR failed
27d
Zaria Powell
Unreadable document · Not read
19d
Lashannon Carr
Bank statement · 85% read
14d
David Cargill
Unreadable document · Not read
12d
Felipe Jimenez
SSN card · 85% read
3d
DANAYCIA CARRIER
Bank statement · 85% read
3d
Keisha McDaniel
Unreadable document · Not read
3d
Natalie(Account/Bookkeeper)) Specialty Technical Services
Unreadable document · Not read
0d
Kelly (KD) Lewis (Querageous Barber School)
Unreadable document · Not read
0d
Tamika Lewis
W-2 · OCR failed
0d
Alberto Flores
Unreadable document · Not read
0d
Marty Wells
Unreadable document · Not read
0d
Files and fix steps are in this morning's email.
New leads
1
(832) 735-3453
Unknown source
Where cases are stalled
103
Documents incomplete
45
Awaiting Docs
41
Docs In Review
8
Ready for Prep
4
In Prep
4
New Lead
1
Waiting on a reply
16
Christopher Bui
Text
11d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
11d
Marcella V Chambers
Text
10d
Nissi (Workforce Solutions) Ross
Call
7d
Sean with Lender Wrong Number
Call
7d
+ 11 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
1
(832) 735-3453
1 seconds
12h ago
Wealth Strategy leads
1
Advising
6
Zaria Powell
New
Yessenia Lopez
New
Kathleen Long
New
Richard Williams
New
Cory Hinojosa
New
Thomas Raney
New
All clear today
Nothing on today's calendar
No missed calls
No new uploads
Missed calls 0 · New leads 1
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