Good morning, KT Bradley CPA

Monday, September 14, 2026
Updated 7:46 AM
Waiting on a reply8oldest 24 days
Stalled cases4838 in Awaiting Docs
Files to review6oldest 1 days
On today's calendar1first at 11:00 AM
Do these first
  1. Reply to (346) 618-5693, waiting 23.9 days (Call).
  2. Prep for 11:00 AM today: KD Diamond.
  3. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 13 days.

Files to review 6

Lashannon Carr
Bank statement · 85% read
1d
Katrice Ellis
Photo ID · 85% read
1d
Thomas Raney
IRS EIN letter · OCR failed
1d
Tiara Jenkins
Schedule C · 72% read
1d
David Cargill
Unreadable document · Not read
0d
Karla Ayers
SSN card · 82% read
0d
Files and fix steps are in this morning's email.

On today's calendar 1

11:00 AM
KD Diamond

Where cases are stalled 48

Awaiting Docs38
Docs In Review5
Ready for Prep4
New Lead1

Waiting on a reply 8

(346) 618-5693
Call
24d
(346) 362-9345
Call
19d
Brandon Luckett
Email
19d
Candace Gregory
Email
18d
Marcelina Ngumezi
Email
4d
+ 3 more, oldest first

EPS disclosures to send 2

Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing

Wealth Strategy leads 1

All clear today
No missed callsNo new leadsNo AI callsNo new uploadsAdvising: nothing open
Missed calls 0 · New leads 0
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