Demo Pilot, Internal Review
KT Bradley CPA
Thursday, September 10, 2026 · Morning Brief
Needs a Human Look (4)
Lashannon Carr6d flaggedVerify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis1d flaggedVerify ID extraction (85% confidence) -- check fields on contact card
David Cargill0d flaggedUnreadable 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 Jenkins0d flaggedVerify SCHEDULE-C extraction (72% confidence) -- check fields on contact card
AI Calls, Jimi (5)
(844) 819-99967h ago · 35 secondsThe user shared information about managing store card balances and payment strategies to maintain a cleaner financial status.
(832) 346-15287h ago · 4 secondsThe call was very brief, with the agent greeting the caller and asking how they could help, but the caller hung up immediately without respo
(726) 610-16419h ago · 4 secondsThe call was very brief and disconnected immediately after the agent's greeting.
(346) 477-95209h ago · 17 secondsThe call was an inbound call to KT Bradley CPA, but the caller did not respond and hung up shortly after the agent's greeting and follow-up
(726) 465-575313h ago · 4 secondsThe call was very brief and disconnected immediately after the agent's greeting.
Uploaded since yesterday's brief
david cargillother, W-2
tiara jenkinsID, W-2, Schedule C, other
Wealth Strategy leads (1)
0 new in the last 24 hours
New Lead1
Test Simon209d in pipeline
Advising (0)
No open portal submissions.
Missed Calls (1)
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive+18009818898 · Sep 09, 03:58 PM
New Leads (7)
(844) 819-9996Unknown source · Sep 09, 10:47 PM
(726) 610-1641Unknown source · Sep 09, 09:03 PM
(346) 477-9520Unknown source · Sep 09, 09:02 PM
Tiara JenkinsUnknown source · Sep 09, 07:53 PM
Felipe Jimenezneed phone and email address · Sep 09, 07:39 PM
(726) 465-5753Unknown source · Sep 09, 04:57 PM
(832) 346-1528Unknown source · Sep 09, 03:29 PM
Waiting On You (10)
(248) 433-973321.6d waitingHi ,
Thank you for your call KT Bradley CPA
— KT Bradley CPA
(346) 618-569319.6d waitingHi ,
Thank you for your call KT Bradley CPA
— KT Bradley CPA
(346) 362-934514.5d waitingHi ,
Thank you for your call KT Bradley CPA
— KT Bradley CPA
Brandon Luckett14.4d waitingThank you!!
I have signed and attached.
On Wed, Aug 26, 2026 at 12:31 PM Kristen Bradley <info@ktbradleycpa.com [inf
Candace Gregory13.3d waitingHey KT! I hope you’re well. Just writing to follow up with you. My additional dependent, Andrew Harris’s info is belo
Sandreka Miller1.5d waitingimage.png [cid:ii_mtszrlar1]
logo pic.png
Mark Miller, Owner
Sandreka Miller, Director/Owner
steps2progressldc@gmail.
Karla Ayers1.1d waitingKristen,
I wanted to follow up with you on next steps for my practice regarding managing taxes and implementing the mon
Raishonna (Herman) Jelks0.7d waitingGood morning. We started purchasing stuff before the business was formed and we’re waiting on business bank to get back
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive0.6d waitingHi ,
Thank you for your call KT Bradley CPA
— KT Bradley CPA
Robert (Bobby) Bolander0.2d waitingDid you send this and we missed it?
> On Sep 2, 2026, at 3:36 PM, Khyla Johnson <khyla@ktbradleycpa.com> wrote:
>
Today (0)
Nothing on the calendar today.
Stuck (0)
Nothing stalled. Pipeline is moving.
Your Three Moves Today
- Reply to (248) 433-9733, waiting 21.6 days (Call).