Demo Pilot — Internal Review

KT Bradley CPA

Friday, July 31, 2026 · Morning Brief

Missed Calls (0)

No missed calls in the last day.

New Leads (3)

Disturbed Diesel Incquickbooks · Jul 30, 09:37 PM

(832) 990-4007Unknown source · Jul 30, 02:41 PM

(346) 480-5322Unknown source · Jul 30, 02:14 PM

Waiting On You (6)

Sandreka Mille8.9d waiting

logo pic.png Mark Miller, Owner Sandreka Miller, Director/Owner steps2progressldc@gmail.com [steps2progressldc@gmail

Ebony MITCHELL8.2d 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) 214-29997.6d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

(800) 981-88983.8d waiting

Hi , Thank you for your call KT Bradley CPA — KT Bradley CPA

JILL WHEELER1.6d waiting

Hi Kristen, I have called several times and cant get through to the IRS. Just keeps telling me to call back. Please advi

DeAndreya searight0.7d waiting

No response back for the installment plan and nothing from the state of Georgia either. Here is the information about

Today (1)

11:00 AMMarta Cernosek

Stuck (39)

Robert RockerReady for Review · 100d

Dominyk and Seth TurnerDocs Requested · 99d

Amanda CaverDocs Requested · 99d

Michael Gilliard15-Minute Quick Call · 95d

Norman ReedReady for Review · 94d

JOHN WILLIAMSAppt Booked · 88d

Jessica WashingtonDocs Received · 81d

Anya WDocs Requested · 79d

Sean VinsonAppt Booked · 74d

Jecorick JonesDocs Received · 74d

Latonia DismukeDocs Received · 70d

Pamela Johnson15-Minute Quick Call · 66d

KURT HOFFAMNDocs Requested · 64d

shermra shellmanAppt Booked · 64d

Adrianne Leibman15-Minute Quick Call · 58d

Steven RyanDocs Received · 52d

Tamra IRBYAppt Booked · 51d

Tameca jackson donavonAppt Booked · 46d

Brock JohnsonDocs Received · 38d

RASHONNA MOORE15-Minute Quick Call · 37d

Jason JohnsonDocs Received · 31d

Shiloh WilliamsDocs Received · 31d

Unmatched Offroad & Diesel Performance LLCExtension 2025 · 25d

RJ JacksonExtension 2025 · 24d

Kymberli DiamondExtension 2025 · 24d

Brian LittleExtension 2025 · 24d

Darryl & Danielle SmithExtension 2025 · 24d

Clifford StillsExtension 2025 · 24d

Donald DunnExtension 2025 · 24d

Rachel Christina PaytonExtension 2025 · 24d

Beverly iwualaExtension 2025 · 24d

Evans CharlesExtension 2025 · 24d

Keisha McDanielExtension 2025 · 24d

Bob RobertsonDocs Received · 23d

Kumbia LewisDocs Received · 23d

Vivian WatkinsDocs Received · 22d

Candace GregoryAppt Booked · 17d

Ebony MITCHELLClient Intake · 15d

Cory HinojosaAppt Booked · 15d

Your Three Moves Today

Reply to Sandreka Mille — they've been waiting 8.9 days (Email).
Prep for 11:00 AM today — Marta Cernosek.
Push Robert Rocker forward — stuck at “Ready for Review” for 100 days.

Ask About Today

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