Good morning, KT Bradley CPA
Monday, October 5, 2026
Updated 7:46 AM
Waiting on a reply
4
oldest 4 days
Stalled cases
99
45 in Documents incomplete
Files to review
11
oldest 20 days
On today's calendar
2
first at 11:45 AM
Do these first
Reply to Christopher Bui, waiting 4 days (text).
Prep for 11:45 AM today: Nastassia Barnes .
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 34 days.
Files to review
11
Katrice Ellis
Photo ID · 85% read
20d
Karla Ayers
SSN card · 82% read
20d
Thomas Raney
IRS EIN letter · OCR failed
20d
Zaria Powell
Unreadable document · Not read
12d
Lashannon Carr
Bank statement · 85% read
7d
David Cargill
Unreadable document · Not read
5d
Alberto Flores
Unreadable document · Not read
1d
Marty Wells
Unreadable document · Not read
1d
Felipe Jimenez
SSN card · 85% read
0d
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
2
11:45 AM
Nastassia Barnes
03:00 PM
Danielle Smith
Where cases are stalled
99
Documents incomplete
45
Awaiting Docs
40
Docs In Review
7
Ready for Prep
4
In Prep
3
Waiting on a reply
4
Christopher Bui
Text
4d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
4d
Marcella V Chambers
Text
3d
Daniel (Murphy) Bailey
Text
3d
EPS disclosures to send
4
Clementine Hazel
at filing
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
Uploaded since yesterday
2
Felipe Jimenez
ID
Jacquelyn Gilbert
1099, bank statement, 1099-NEC
Wealth Strategy leads
1
Advising
3
Zaria Powell
New
Yessenia Lopez
New
Cory Hinojosa
New
All clear today
No missed calls
No new leads
No AI calls
Missed calls 0 · New leads 0
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