Good morning, KT Bradley CPA
Wednesday, September 23, 2026
Updated 7:46 AM
Waiting on a reply
7
oldest 13 days
Stalled cases
52
39 in Awaiting Docs
Files to review
10
oldest 8 days
On today's calendar
0
clear day
Do these first
Reply to Marcelina Ngumezi, waiting 13 days (email).
Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 22 days.
Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 22 days.
Files to review
10
Lashannon Carr
Bank statement · 85% read
8d
Katrice Ellis
Photo ID · 85% read
8d
David Cargill
Unreadable document · Not read
8d
Karla Ayers
SSN card · 82% read
8d
Thomas Raney
IRS EIN letter · OCR failed
8d
Tiara Jenkins
Schedule C · 72% read
8d
DANAYCIA CARRIER
Bank statement · 85% read
1d
Marty Wells
Unreadable document · Not read
1d
Zaria Powell
Unreadable document · Not read
0d
Tamika Lewis
W-2 · OCR failed
0d
Files and fix steps are in this morning's email.
New leads
8
(472) 300-3061
Unknown source
(866) 248-5215
Unknown source
Dana Douglas Johnson
Unknown source
John Mcelory
Unknown source
Clementine Hazel
Discovery Call - 15 Mins KT Bradley CPA
Rachel
Unknown source
Divyansh (Mortgage?)
Unknown source
Maria Karas
Unknown source
Where cases are stalled
52
Awaiting Docs
39
Docs In Review
7
Ready for Prep
4
In Prep
2
Waiting on a reply
7
Marcelina Ngumezi
Email
13d
Sandreka Miller
Email
12d
(281) 745-9367
Call
7d
Candace Gregory
Email
6d
Keneisha Thompson
Email
6d
+ 2 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
5
(472) 300-3061
1 seconds
14h ago
(866) 248-5215
5 seconds
17h ago
John Mcelory
45 seconds
20h ago
Rachel
77 seconds
21h ago
Maria Karas
182 seconds
23h ago
Uploaded since yesterday
1
Marty Wells
W-2, 1099, business entity docs
Wealth Strategy leads
1
Advising
1
Zaria Powell
New
new
All clear today
Nothing on today's calendar
No missed calls
Missed calls 0 · New leads 8
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