Free Systems Audit for CPA Firms

Get Your
Free Systems Audit.

In 30 minutes, we walk you through the exact gaps in your firm's tax season, intake chaos, documents you chase for weeks, clients that go quiet while returns sit in limbo. You leave with a written punch-list of fixes, ranked by impact. No deck. No pitch. Just what's broken and how to close it before next season.

Why book within 24 hours
Book your slot today and we'll already have 60-70% of your firm's system mapped out by the time we get on the call. Intake portal structure, follow-up sequences, pipeline stages, sketched from your answers before we even talk. The faster you book, the more pre-work happens.
⏱ Form takes 3 minutes. Audit call is 30 minutes. Both free.
Step 1 of 6, Let's get acquainted 1 / 6
Welcome
Let's start with the basics
Tell us who you are and how to reach you. This takes about 2-3 minutes.
Your Challenges
What made last tax season hurt?
Select everything that applies. Be honest, this is what we map the audit around.
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📄
Chasing client documents for weeks, W-2s, 1099s trickle in forever
✓
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Client intake is chaos, email attachments, paper drop-offs, no system
✓
🗂️
Staff buried in admin work instead of billable work
✓
⌨️
Manually keying data from tax documents into software
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👁️
No visibility into where each return actually stands
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Clients go quiet mid-season, returns stall waiting on them
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Follow-up falls through, nobody has time to send reminders
✓
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Want to take more clients but can't without hiring admin staff
✓
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Extension pile-up, too many returns pushed to October
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🏢
Firm's client experience feels outdated next to bigger competitors
What We Can Build For Your Firm
Which parts of the system interest you most?
Pick all you want to explore. We'll help you prioritize on the call.
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Embeddable Document Portal
Branded intake portal on your site, clients upload securely, no email attachments
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Automatic Document Reading
W-2s, 1099s, and IDs read automatically, no manual keying
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Return Pipeline Dashboard
Every return's status at a glance, intake to filed
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Automated Client Follow-Up
SMS + email sequences that chase documents so your staff doesn't
🤖
AI Client Agent
Answers client questions, guides uploads, books appointments 24/7
🏷️
Your Firm's Branding
Everything runs under your firm's name, your logo, your domain
🚀
Full Platform, Give Me Everything
Intake Portal + Automatic Document Reading + Pipeline + Follow-Up + AI Agent, fully under your firm's brand. The complete AI360 CPA system, installed over a managed 30-day setup.
Your Firm
Tell us a little about your practice
This is what we use to pre-map your system before the call.
Your Current Setup
What are you working with right now?
No wrong answers, we build around the tax software you already use.
How do clients get documents to you today?
📧
Email attachments
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Paper drop-off / in person
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A client portal / practice-management tool
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Texted photos of documents
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Mail / fax
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A mix of everything, no one way
Do you have a website?
Yes, it's solid
Yes, but it needs work
In progress
No website yet
Your Vision
Let's talk about next season
A few quick questions so we walk into the call already aligned.
How soon are you looking to get set up?
ASAP, before next season
Within 1-3 months
Just exploring for now

Your info goes to the AI360 CPA team directly. Not sold. Not shared. Not added to any newsletter.
✅
Got it, friend. One last step.
Book your audit slot below within the next 24 hours and we'll already have your firm's system 60-70% mapped out by the time you get on the call. The earlier you book, the more pre-work happens before we meet.

WHAT HAPPENS NEXT

1
You pick a slot abovePick any open 30-minute window. The earlier the slot, the more of your firm's system we'll have mapped before you talk.
2
We pre-build 60-70% before the callUsing the answers you just submitted, we sketch your intake portal structure, follow-up sequences, and the punch-list of fixes, so the call starts with your system, not a blank screen.
3
You walk away with the written punch-list + 90-day roadmapWithin two business days of the call, the full audit document hits your inbox. Yours to keep, whether you hire AI360 CPA or not.

Questions in the meantime? Reach out via the demo form.

Frequently asked questions

What does the free audit cover?

Your firm's current setup: client intake, document collection, follow-up, tax software workflow, and pipeline visibility. We map every place a client or document can fall through and rank fixes by impact on your next tax season.

Is there really no cost or sales pitch?

No cost. No deck. No pitch. You leave with a written punch-list and a 90-day roadmap whether you work with AI360 CPA or not.

Who is this for?

CPA firms, EA offices, and tax preparation practices that need more capacity without adding back-office headcount, firms buried in document chasing, manual intake, and follow-up that falls through during the season.

How long does the form take?

The intake form is 6 steps and takes about 3 minutes. The audit call itself is 30 minutes.