Demo Pilot, Internal Review

KT Bradley CPA

Wednesday, September 16, 2026 · Morning Brief

Needs a Human Look (6)

Lashannon Carr1d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis1d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
David Cargill1d flagged
Unreadable document: "1789149895415_other_Screenshot_20260909_171353_AOL.jpg" could not be identified and NO data was extracted. Likely cause: multiple documents scanned into one file -- split and reprocess. (Could also be a form filed in the wrong category.) Open the file, split or re-file it, then re-upload.
Karla Ayers1d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney1d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload
Tiara Jenkins1d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card

AI Calls, Jimi (3)

Najeeb Mohammed Abdul13h ago · 11 seconds
The call was very brief and ended immediately after the agent's greeting, with no interaction from the user.
(832) 957-949618h ago · 15 seconds
The call was very brief and the agent greeted the user and asked how they could help, but there was no response from the user before the cal
(832) 300-391621h ago · 17 seconds
The call was very brief and the agent greeted the caller but received no response before the caller hung up.

Uploaded since yesterday's brief

No tax-board uploads in the last 24 hours.

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon216d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (3)

Najeeb Mohammed Abdul+14697564643 · Sep 16, 01:15 AM
A&K Mortgage and KT Bradley CPA.+18323903415 · Sep 16, 12:18 AM
(307) 449-1718+13074491718 · Sep 15, 04:19 PM

New Leads (6)

Najeeb Mohammed AbdulUnknown source · Sep 16, 12:12 AM
(832) 957-9496Unknown source · Sep 15, 06:46 PM
(346) 302-1186Unknown source · Sep 15, 04:18 PM
(307) 449-1718Unknown source · Sep 15, 04:17 PM
(832) 300-3916Unknown source · Sep 15, 03:53 PM
Katy Miller15-Minute Quick Call · Sep 15, 03:02 PM

Waiting On You (5)

Marcelina Ngumezi5.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller4.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive4.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
jason johnson1.7d waiting
I am having Dana send me the information. The chart below is what I have used for years, I just change the ages. When Da
Candace Gregory1.7d waiting
Hi!  What is our deadline to file? Just want to make sure I’m sending what you need in time if there is anything else. 

Today (0)

Nothing on the calendar today.

Stuck (50)

Dawn HamiltonAwaiting Docs · 15d
Robert (Bobby) BolanderAwaiting Docs · 15d
Yesenia JimenezAwaiting Docs · 15d
Rick MorlenAwaiting Docs · 15d
james mccrayAwaiting Docs · 15d
Michael AllenAwaiting Docs · 15d
Brandon RayAwaiting Docs · 15d
Adrienne MccrayAwaiting Docs · 15d
Tammy McDuffieAwaiting Docs · 15d
JESSIE RAMIREZAwaiting Docs · 15d
Ebony MITCHELLDocs In Review · 15d
Vivian WatkinsReady for Prep · 15d
RJ JacksonAwaiting Docs · 15d
KD DiamondAwaiting Docs · 15d
Kourtnai O’Conner-RogersDocs In Review · 15d
Tameca jackson donavonAwaiting Docs · 15d
Tamra IRBYAwaiting Docs · 15d
Steven RyanDocs In Review · 15d
Raishonna (Herman) JelksAwaiting Docs · 15d
Diana Medina GalvanNew Lead · 15d
KURT HOFFAMNAwaiting Docs · 15d
shermra shellmanAwaiting Docs · 15d
jason johnsonAwaiting Docs · 15d
Darryl & Danielle SmithAwaiting Docs · 15d
Sean VinsonAwaiting Docs · 15d
Anya WAwaiting Docs · 15d
JOHN WILLIAMSAwaiting Docs · 15d
Sarah BurtonReady for Prep · 15d
Jessica WashingtonDocs In Review · 15d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 15d
Clifford StillsAwaiting Docs · 15d
Donald DunnAwaiting Docs · 15d
Dominyk and Seth TurnerAwaiting Docs · 15d
Cory HinojosaAwaiting Docs · 15d
Amanda CaverAwaiting Docs · 15d
Rachel Christina PaytonAwaiting Docs · 15d
Henrietta EvansAwaiting Docs · 15d
Candace GregoryAwaiting Docs · 15d
Beverly iwualaAwaiting Docs · 15d
Keneisha ThompsonReady for Prep · 15d
steven tonAwaiting Docs · 15d
Norman ReedReady for Prep · 15d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 15d
Evans CharlesAwaiting Docs · 15d
Keisha McDanielAwaiting Docs · 15d
DANAYCIA CARRIERDocs In Review · 15d
Jackie LeeAwaiting Docs · 15d
Katrice EllisAwaiting Docs · 14d
Lashannon CarrAwaiting Docs · 12d
Daniel (Murphy) BaileyAwaiting Docs · 11d

Your Three Moves Today

  1. Reply to Marcelina Ngumezi, waiting 5.7 days (Email).
  2. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 15 days.
  3. Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 15 days.