Demo Pilot, Internal Review

KT Bradley CPA

Sunday, September 20, 2026 · Morning Brief

Needs a Human Look (8)

Lashannon Carr5d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis5d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
David Cargill5d 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 Ayers5d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney5d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload
Tiara Jenkins5d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card
Tamika Lewis1d flagged
OCR failed for W2 -- manually verify or ask client to re-upload
DANAYCIA CARRIER0d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card

AI Calls, Jimi (0)

No AI calls in the last day.

Uploaded since yesterday's brief

danaycia carrierother
rachel christina paytonID

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon220d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (0)

No missed calls in the last day.

New Leads (0)

No new leads in the last day.

Waiting On You (7)

Marcelina Ngumezi9.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller8.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive8.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(281) 745-93673.9d waiting
Candace Gregory2.7d waiting
THANK YOU!!!!!  Candace Gregory, Esq. On Thu, Sep 17, 2026 at 1:33 PM Kristen Bradley <info@ktbradleycpa.com [info@
Keneisha Thompson2.6d waiting
Hi Kristen, thank you for your email. However, my taxes have already been processed by you. We were just waiting for the
Tamika Lewis1.7d waiting
Hi KT,   I submitted the documentation need to complete the 2025 taxes.  Please let me know if you require anything el

Today (0)

Nothing on the calendar today.

Stuck (50)

Dawn HamiltonAwaiting Docs · 19d
Robert (Bobby) BolanderAwaiting Docs · 19d
Yesenia JimenezAwaiting Docs · 19d
Rick MorlenAwaiting Docs · 19d
james mccrayAwaiting Docs · 19d
Michael AllenAwaiting Docs · 19d
Brandon RayAwaiting Docs · 19d
Adrienne MccrayAwaiting Docs · 19d
Tammy McDuffieAwaiting Docs · 19d
JESSIE RAMIREZAwaiting Docs · 19d
Ebony MITCHELLDocs In Review · 19d
Vivian WatkinsReady for Prep · 19d
RJ JacksonAwaiting Docs · 19d
KYMBERLI (KD) DiamondAwaiting Docs · 19d
Kourtnai O’Conner-RogersDocs In Review · 19d
Tameca jackson donavonAwaiting Docs · 19d
Tamra IRBYAwaiting Docs · 19d
Steven RyanDocs In Review · 19d
Raishonna (Herman) JelksAwaiting Docs · 19d
KURT HOFFAMNAwaiting Docs · 19d
shermra shellmanAwaiting Docs · 19d
jason johnsonAwaiting Docs · 19d
Darryl & Danielle SmithAwaiting Docs · 19d
Sean VinsonAwaiting Docs · 19d
Anya WAwaiting Docs · 19d
JOHN WILLIAMSAwaiting Docs · 19d
Sarah BurtonReady for Prep · 19d
Jessica WashingtonDocs In Review · 19d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 19d
Clifford StillsAwaiting Docs · 19d
Donald DunnAwaiting Docs · 19d
Dominyk and Seth TurnerAwaiting Docs · 19d
Cory HinojosaAwaiting Docs · 19d
Amanda CaverAwaiting Docs · 19d
Rachel Christina PaytonAwaiting Docs · 19d
Candace GregoryAwaiting Docs · 19d
Beverly iwualaAwaiting Docs · 19d
Keneisha ThompsonReady for Prep · 19d
steven tonAwaiting Docs · 19d
Norman ReedReady for Prep · 19d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 19d
Keisha McDanielAwaiting Docs · 19d
DANAYCIA CARRIERDocs In Review · 19d
Jackie LeeAwaiting Docs · 19d
Katrice EllisAwaiting Docs · 18d
Lashannon CarrAwaiting Docs · 16d
Daniel (Murphy) BaileyAwaiting Docs · 15d
Timothy RobinsonDocs In Review · 12d
Tiara JenkinsIn Prep · 11d
David CargillIn Prep · 11d

Your Three Moves Today

  1. Reply to Marcelina Ngumezi, waiting 9.7 days (Email).
  2. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 19 days.
  3. Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 19 days.