Good morning, KT Bradley CPA
Saturday, September 26, 2026
Updated 7:46 AM
Waiting on a reply
9
oldest 16 days
Stalled cases
94
43 in Documents incomplete
Files to review
10
oldest 11 days
On today's calendar
0
clear day
Do these first
Reply to Marcelina Ngumezi, waiting 16 days (email).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 25 days.
Nudge Henrietta Evans on missing documents, checklist incomplete for 13 days.
Files to review
10
Lashannon Carr
Bank statement · 85% read
11d
Katrice Ellis
Photo ID · 85% read
11d
David Cargill
Unreadable document · Not read
11d
Karla Ayers
SSN card · 82% read
11d
Thomas Raney
IRS EIN letter · OCR failed
11d
Tiara Jenkins
Schedule C · 72% read
11d
Zaria Powell
Unreadable document · Not read
3d
Marty Wells
Unreadable document · Not read
1d
DANAYCIA CARRIER
Bank statement · 85% read
0d
Tamika Lewis
W-2 · OCR failed
0d
Files and fix steps are in this morning's email.
New leads
2
Vivid Unknown Caller
Unknown source
(262) 226-2077
Unknown source
Where cases are stalled
94
Documents incomplete
43
Awaiting Docs
38
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
9
Marcelina Ngumezi
Email
16d
Sandreka Miller
Email
15d
(281) 745-9367
Call
10d
Keneisha Thompson
Email
9d
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive
Call
5d
+ 4 more, oldest first
EPS disclosures to send
3
Rachel Christina Payton
at filing
Timothy Robinson
at filing
Daniel (Murphy) Bailey
at filing
AI calls, last day
3
Charisma Carter
59 seconds
17h ago
Clementine Hazel
29 seconds
21h ago
(262) 226-2077
2 seconds
21h ago
Uploaded since yesterday
1
Alberto Flores
ID
Wealth Strategy leads
1
Advising
2
Zaria Powell
New
Yessenia Lopez
New
All clear today
Nothing on today's calendar
No missed calls
Missed calls 0 · New leads 2
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