Demo Pilot, Internal Review

KT Bradley CPA

Saturday, September 12, 2026 · Morning Brief

Needs a Human Look (6)

Lashannon Carr8d flagged
Verify BANK-STATEMENT extraction (85% confidence) -- check fields on contact card
Katrice Ellis4d flagged
Verify ID extraction (85% confidence) -- check fields on contact card
Tiara Jenkins2d flagged
Verify SCHEDULE-C extraction (72% confidence) -- check fields on contact card
David Cargill1d flagged
Unreadable document: "1789149895415_other_Screenshot_20260909_171353_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.
Karla Ayers1d flagged
Verify SSN extraction (82% confidence) -- check fields on contact card
Thomas Raney1d flagged
OCR failed for EIN-LETTER -- manually verify or ask client to re-upload

AI Calls, Jimi (4)

(281) 626-982914h ago · 4 seconds
The call was very brief and disconnected almost immediately after the agent's greeting, with no conversation taking place.
(855) 761-469616h ago · 27 seconds
The user briefly mentioned payment, lower rate, and cards back to zero, and provided a callback number for follow-up.
(832) 932-693120h ago · 17 seconds
The call was very brief and the agent greeted the user and asked how they could help, but there was no response from the user before the cal
(832) 346-152820h ago · 4 seconds
The call was very brief and disconnected immediately after the agent's greeting, with no interaction from the user.

Uploaded since yesterday's brief

david cargillother
karla ayersID

Wealth Strategy leads (1)

0 new in the last 24 hours
New Lead1
Test Simon212d in pipeline

Advising (0)

No open portal submissions.

Missed Calls (2)

Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive+18009818898 · Sep 11, 10:14 PM
Paulette Pradia (THE HAIR MAYOR BEAUTY COLLEGE)+12814337666 · Sep 11, 06:30 PM

New Leads (3)

(281) 626-9829Unknown source · Sep 11, 10:24 PM
(855) 761-4696Unknown source · Sep 11, 08:41 PM
(832) 932-6931Unknown source · Sep 11, 05:10 PM

Waiting On You (8)

(346) 618-569321.9d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
(346) 362-934516.8d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
Brandon Luckett16.7d waiting
Thank you!! I have signed and attached.  On Wed, Aug 26, 2026 at 12:31 PM Kristen Bradley <info@ktbradleycpa.com [inf
Candace Gregory15.6d waiting
Hey KT!  I hope you’re well.  Just writing to follow up with you.  My additional dependent, Andrew Harris’s info is belo
Marcelina Ngumezi1.7d waiting
Ok great thank you  On Thu, Sep 10, 2026 at 14:13 Kristen Bradley <info@reply.ktbportal.com [info@reply.ktbportal.com]
Sandreka Miller0.7d waiting
logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail
Andrea “Dre” – United Wholesale Mortgage (UWM) Account Executive0.6d waiting
Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA
jason johnson0.5d waiting
Good evening, The last of the invoice has been paid. Thank you for your patience and the work completed on our behalf.

Today (0)

Nothing on the calendar today.

Stuck (47)

Dawn HamiltonAwaiting Docs · 11d
Robert (Bobby) BolanderAwaiting Docs · 11d
Yesenia JimenezAwaiting Docs · 11d
Rick MorlenAwaiting Docs · 11d
james mccrayAwaiting Docs · 11d
Michael AllenAwaiting Docs · 11d
Brandon RayAwaiting Docs · 11d
Adrienne MccrayAwaiting Docs · 11d
Tammy McDuffieAwaiting Docs · 11d
JESSIE RAMIREZAwaiting Docs · 11d
Ebony MITCHELLDocs In Review · 11d
Vivian WatkinsReady for Prep · 11d
RJ JacksonAwaiting Docs · 11d
KD DiamondAwaiting Docs · 11d
Kourtnai O’Conner-RogersDocs In Review · 11d
Tameca jackson donavonAwaiting Docs · 11d
Tamra IRBYAwaiting Docs · 11d
Steven RyanDocs In Review · 11d
Raishonna (Herman) JelksAwaiting Docs · 11d
Diana Medina GalvanNew Lead · 11d
KURT HOFFAMNAwaiting Docs · 11d
shermra shellmanAwaiting Docs · 11d
jason johnsonAwaiting Docs · 11d
Darryl & Danielle SmithAwaiting Docs · 11d
Sean VinsonAwaiting Docs · 11d
Anya WAwaiting Docs · 11d
JOHN WILLIAMSAwaiting Docs · 11d
Sarah BurtonReady for Prep · 11d
Jessica WashingtonDocs In Review · 11d
Unmatched Offroad & Diesel Performance LLCAwaiting Docs · 11d
Clifford StillsAwaiting Docs · 11d
Donald DunnAwaiting Docs · 11d
Dominyk and Seth TurnerAwaiting Docs · 11d
Cory HinojosaAwaiting Docs · 11d
Amanda CaverAwaiting Docs · 11d
Rachel Christina PaytonAwaiting Docs · 11d
Henrietta EvansAwaiting Docs · 11d
Candace GregoryAwaiting Docs · 11d
Beverly iwualaAwaiting Docs · 11d
Keneisha ThompsonReady for Prep · 11d
steven tonAwaiting Docs · 11d
Norman ReedReady for Prep · 11d
Marta Cernosek - Century Concrete & Liquid EnvironmentsAwaiting Docs · 11d
Evans CharlesAwaiting Docs · 11d
Keisha McDanielAwaiting Docs · 11d
DANAYCIA CARRIERDocs In Review · 11d
Jackie LeeAwaiting Docs · 11d

Your Three Moves Today

  1. Reply to (346) 618-5693, waiting 21.9 days (Call).
  2. Push Dawn Hamilton forward, stuck at “Awaiting Docs” for 11 days.
  3. Follow up with Robert (Bobby) Bolander, stuck at “Awaiting Docs” for 11 days.