Good morning, KT Bradley CPA

Sunday, September 13, 2026
Updated 10:47 PM
Waiting on a reply8oldest 24 days
Stalled cases4838 in Awaiting Docs
Files to review6oldest 2 days
On today's calendar0clear day
Do these first
  1. Reply to (346) 618-5693, waiting 23.5 days (Call).
  2. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 12 days.
  3. Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 12 days.

Files to review 6

David Cargill
Unreadable document · Not read
2d
Karla Ayers
SSN card · 82% read
2d
Lashannon Carr
Bank statement · 85% read
0d
Katrice Ellis
Photo ID · 85% read
0d
Thomas Raney
IRS EIN letter · OCR failed
0d
Tiara Jenkins
Schedule C · 72% read
0d
Files and fix steps are in this morning's email.

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
18d
Brandon Luckett
Email
18d
Candace Gregory
Email
17d
Marcelina Ngumezi
Email
3d
+ 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
Nothing on today's calendarNo missed callsNo new leadsNo AI callsNo new uploadsAdvising: nothing open
Missed calls 0 · New leads 0
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