Demo Pilot, Internal Review

KT Bradley CPA

Friday, September 11, 2026 · Morning Brief

Needs a Human Look (5)

Lashannon Carr7d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis3d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
David Cargill2d flagged
Unreadable document: "1788993763312_other_Screenshot_20260909_172455_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.
Tiara Jenkins1d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card
Thomas Raney0d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload

AI Calls, Jimi (2)

(832) 301-494216h ago · 17 seconds
The call was very brief and the agent greeted the user and asked if they needed assistance, but there was no response from the user before t
(210) 898-842117h ago · 3 seconds
The call was very brief and disconnected almost immediately after the agent's greeting.

Uploaded since yesterday's brief

thomas raneybusiness entity docs

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon211d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (1)

A&K Mortgage and KT Bradley CPA.+18323903415 · Sep 10, 03:37 PM

New Leads (3)

(832) 301-4942Unknown source · Sep 10, 08:49 PM
Clarissa HendersonUnknown source · Sep 10, 08:16 PM
(210) 898-8421Unknown source · Sep 10, 07:53 PM

Waiting On You (9)

(346) 618-569320.9d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(346) 362-934515.8d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Brandon Luckett15.7d waiting
Thank you!! I have signed and attached.  On Wed, Aug 26, 2026 at 12:31 PM Kristen Bradley <info@ktbradleycpa.com [inf
Candace Gregory14.6d waiting
Hey KT!  I hope you’re well.  Just writing to follow up with you.  My additional dependent, Andrew Harris’s info is belo
Sandreka Miller2.8d waiting
image.png [cid:ii_mtszrlar1] logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.
Karla Ayers2.4d waiting
Kristen,  I wanted to follow up with you on next steps for my practice regarding managing taxes and implementing the mon
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive1.9d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Robert (Bobby) Bolander0.7d waiting
Checking in on if the amendment has been sent to us to sign, and if I can get copies of it all? Thanks On Wednesday,
Marcelina Ngumezi0.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]

Today (2)

10:00 AMThomas Raney
02:30 PMTheo Moore

Stuck (0)

Nothing stalled. Pipeline is moving.

Your Three Moves Today

  1. Reply to (346) 618-5693, waiting 20.9 days (Call).
  2. Prep for 10:00 AM today: Thomas Raney.