Good morning, KT Bradley CPA
Tuesday, September 15, 2026
Updated 7:45 AM
Waiting on a reply
7
oldest 20 days
Stalled cases
49
39 in Awaiting Docs
Files to review
6
oldest 1 days
On today's calendar
0
clear day
Do these first
Reply to (346) 362-9345, waiting 20 days (call).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 14 days.
Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 14 days.
Files to review
6
Lashannon Carr
Bank statement · 85% read
1d
Katrice Ellis
Photo ID · 85% read
1d
David Cargill
Unreadable document · Not read
1d
Karla Ayers
SSN card · 82% read
1d
Thomas Raney
IRS EIN letter · OCR failed
1d
Tiara Jenkins
Schedule C · 72% read
1d
Files and fix steps are in this morning's email.
New leads
7
Zaria Powell
Discovery Call - 15 Mins KT Bradley CPA
(833) 295-4675
Unknown source
Wparker2903@Yahoo.Com
Unknown source
Lucas
Unknown source
Danielle Rivera
Unknown source
Salwa Hajabed
Discovery Call - 15 Mins KT Bradley CPA
(313) 638-3810
Unknown source
Where cases are stalled
49
Awaiting Docs
39
Docs In Review
5
Ready for Prep
4
New Lead
1
Waiting on a reply
7
(346) 362-9345
Call
20d
Brandon Luckett
Email
20d
Marcelina Ngumezi
Email
5d
Sandreka Miller
Email
4d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
4d
+ 2 more, oldest first
EPS disclosures to send
2
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
AI calls, last day
4
(833) 295-4675
23 seconds
15h ago
Wparker2903@Yahoo.Com
107 seconds
16h ago
Lucas
9 seconds
16h ago
(313) 638-3810
28 seconds
23h ago
Wealth Strategy leads
1
All clear today
Nothing on today's calendar
No missed calls
No new uploads
Advising: nothing open
Missed calls 0 · New leads 7
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