Every April you swear next season will be different — then forget by the time you've got the bandwidth to change anything. Right now you have both: the memory of what broke, and the time to fix it. AI360 CPA runs intake, document follow-up, and the return pipeline under your firm's name. The work that buries you in spring gets handled now — while you're not in it.
AI360 CPA is a white-label tax intake, OCR, CRM pipeline, and client follow-up system for CPA firms that need more capacity without adding back-office headcount.
Six components, fully connected, branded entirely to your firm. Built on the same infrastructure powering CPA practices that opened new locations without adding administrative headcount.
One script tag on your existing website gives clients a branded upload experience. No rebuild, no new domain, no friction.
W-2s, 1099s, K-1s, prior returns — read and parsed the moment they hit the portal. Data flows directly into your return workspace.
Every return, every stage, every missing document — visible in one view. Real-time updates as files arrive and stages move.
Your firm's branded mobile app — pipeline, client messages, doc reviews, stage moves — all from your phone, on the road, in court, anywhere.
Configurable email + SMS sequences chase missing documents and stalled returns. The system follows up so your team doesn't have to.
Your logo, your colors, your firm's name on every touchpoint. Clients interact with your brand — AI360 CPA runs silently behind the scenes.
Before AI360 CPA was a product, it was a deployment. Here's what happened when a single firm ran on this system going into tax season.
After AI360 deployed our CPA CRM, intake automation, and AI voice agent, we opened two additional locations within two months leading into tax season. The system absorbed the volume without us adding administrative headcount.
Sister practice: KT Everyday Tax. Same system, bilingual operation. 26 production workflows, 2 client pipelines, live voice AI agent. Intake, follow-up, and client communication running end-to-end.
Read the full case study on AI360 Network ↗No development cycle. No SaaS onboarding maze. We clone the production-tested AI360 CPA template, brand it to your firm, and hand you the keys.
30 minutes. We map your current intake, document handling, and follow-up. You see what the system looks like running on your brand.
We clone the AI360 CPA template into your dedicated environment, apply your branding, and configure your pipelines to match how you actually work.
One script tag goes on your website. The mobile app gets your firm's name. Workflows go live. We stay close for the first 14 days.
Your firm runs on infrastructure that absorbs new clients without adding administrative headcount. Same playbook KT Bradley used to add locations.
Every plan includes the full platform, branded mobile app, embed widget, and onboarding. Pick how hands-on you want our team to be.
AI360 CPA is built for firms that already know tax work is not the bottleneck. The bottleneck is intake, document chasing, review visibility, and client communication.
AI360 CPA is a white-label tax operations platform for CPA firms and tax preparation offices. It combines client document intake, OCR data extraction, CRM pipeline tracking, automated follow-up, and launch support.
No. AI360 CPA runs the operations layer around your tax software. It helps collect documents, organize client status, extract usable data, and keep clients moving before your team prepares the return.
The portal accepts tax documents such as W-2s, 1099s, K-1s, prior returns, and ID documents. The OCR layer reads supported files, extracts structured fields, and routes the client into the right review workflow.
Yes. The client-facing portal, app, messages, and workflow touchpoints use your firm's name, colors, and operating language. AI360 CPA runs behind the scenes.
The launch target is under 48 hours after we have your brand assets, workflow decisions, and required access. Complex migrations, custom integrations, or unusual approval paths can add time.
AI360 CPA is strongest for firms with enough return volume that manual intake, missing-document follow-up, and status tracking are already costing margin. Solo operators and multi-location firms can both use the system.
20 minutes. Live system. Real demo data. No pitch deck. This is an application — we take firms that are serious about keeping their margin next season.
The proof: one firm ran this system and opened a second location in two months — without adding back-office staff. You'll see the exact build, live.
