Demo Pilot — Internal Review

KT Bradley CPA

Thursday, August 06, 2026 · Morning Brief

Missed Calls (0)

No missed calls in the last day.

New Leads (6)

(434) 900-0182Unknown source · Aug 06, 12:36 AM
(615) 988-4984Unknown source · Aug 06, 10:19 AM
(980) 486-8130Unknown source · Aug 05, 05:26 PM
(281) 793-0932Unknown source · Aug 05, 04:36 PM
Genettra FlanaganMortgae application - Marecella Chambers daughter · Aug 05, 03:30 PM
(347) 354-6223Unknown source · Aug 05, 01:47 PM

Waiting On You (9)

Sandreka Mille14.9d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Ebony MITCHELL14.2d waiting
Sorry it took so long this is what I have access to online. I'm not sure if I have physical letters from before.  On Su
(901) 214-299913.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(800) 981-88989.8d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Isaac Thomas2.9d waiting
Yes I got it thank you Sent from my iPhone > On Aug 3, 2026, at 10:24 AM, Kristen Bradley <info@ktbradleycpa.com> wr
Jacalyn Shirley2.8d waiting
Hi Kristen,   The warehouse bank is requiring that the mortgages for the properties be included in liabilities. They a
JILL WHEELER1.4d waiting
HI Kristen, Have you been able to review the 2024 personal return? What needs to be done to 2024 to bring it up to date
Karla Ayers0.7d waiting
No worries, let me know what works for you on Friday afternoon.  On Wed, Aug 5, 2026 at 2:55 PM Kristen Bradley <info@
Marcella V Chambers0.6d waiting
I wasn't able to upload it or at least I didn't know where to upload it so I sent it by email the dismissal

Today (0)

Nothing on the calendar today.

Stuck (30)

Dominyk and Seth TurnerDocs Requested · 105d
Amanda CaverDocs Requested · 105d
Norman ReedReady for Review · 100d
JOHN WILLIAMSAppt Booked · 94d
Jessica WashingtonDocs Received · 87d
Anya WDocs Requested · 85d
Sean VinsonAppt Booked · 80d
KURT HOFFAMNDocs Requested · 70d
shermra shellmanAppt Booked · 70d
Steven RyanDocs Received · 58d
Tamra IRBYAppt Booked · 57d
Tameca jackson donavonAppt Booked · 52d
Brock JohnsonDocs Received · 44d
Jason JohnsonDocs Received · 37d
Unmatched Offroad & Diesel Performance LLCExtension 2025 · 31d
RJ JacksonExtension 2025 · 30d
Kymberli DiamondExtension 2025 · 30d
Darryl & Danielle SmithExtension 2025 · 30d
Clifford StillsExtension 2025 · 30d
Donald DunnExtension 2025 · 30d
Rachel Christina PaytonExtension 2025 · 30d
Beverly iwualaExtension 2025 · 30d
Evans CharlesExtension 2025 · 30d
Keisha McDanielExtension 2025 · 30d
Vivian WatkinsDocs Received · 28d
Candace GregoryAppt Booked · 23d
Cory HinojosaAppt Booked · 21d
Sandreka MilleDocs Received · 16d
Sarah BurtonReady for Review · 15d
Tammy McDuffieDocs Requested · 14d

Your Three Moves Today

  1. Reply to Sandreka Mille — they've been waiting 14.9 days (Email).
  2. Push Dominyk and Seth Turner forward — stuck at “Docs Requested” for 105 days.
  3. Follow up with Amanda Caver — stuck at “Docs Requested” for 105 days.

Ask About Today

Can pull live from the full account (contacts, opportunities, conversations, calendar). Pilot cap: 20 questions/day for this account.