With AI360 CPA, a tax practice automation setup costs $2,000 to install plus $495 to $1,600 per month depending on tier. Database cleanup alone is a $1,000 one-time project. The install fee covers a managed build branded to your firm, deployed and configured for you, not software your team sets up alone.
The four price points
| Plan | One-time | Monthly | What it is |
|---|---|---|---|
| Database Rescue | $1,000 | none | One-time sprint: your client list reconciled, deduplicated, and tagged, with 3 ready-to-send reactivation campaigns. Delivered in 7 business days. |
| Spark | $2,000 install | $495 | Core managed workforce: branded portal and mobile app, intake, document collection, automated follow-up, SMS and email sequences. |
| Ignite | $2,000 install | $695 | Everything in Spark plus AI phone answering and booking, document exception handling, weekly pipeline reviews, and team training. |
| Full Service | $2,000 install | $1,600 | Everything in Ignite plus your firm website, SEO, AEO optimization, 25 production workflows, and local listings management. |
What the install fee actually covers
The $2,000 is not a license fee. It pays for the managed installation: the platform is deployed into a dedicated environment, branded to your firm, configured around how your returns actually move, and embedded on your existing website. The firm brings its logo, its workflow decisions, and site access. The build is done for you across a managed 30-day installation, with close support for the first 14 days after launch. The process is laid out in how the branded portal launch works.
What changes between the monthly tiers
Spark runs the document and follow-up machine. Ignite adds the phone: AI answering and booking, plus a human layer of weekly pipeline reviews and exception handling for documents the system cannot read cleanly. Full Service takes over the whole front office, including the firm's website and search visibility.
Pick the tier by where your time actually goes. If the bottleneck is chasing documents, Spark covers it. If the phone is eating your front desk, that is Ignite. If you have no website worth sending traffic to, Full Service exists for that.
Two ways to lower the cost
- Start with Database Rescue at $1,000. It is fully credited toward any plan within 60 days, so the cleanup pays into the install.
- Pay annual on any plan and the install fee is waived.
Exact inclusions per plan are on the pricing page. If you are weighing this against a seasonal hire instead, read hiring admin staff vs automation.
Is there a long-term contract?
The install fee is one-time and the monthly is a simple subscription. Pay annual on any plan and the install fee is waived. Confirm current terms before signing.
What is the cheapest way to start?
Database Rescue at $1,000 one-time. Your client list gets reconciled, deduplicated, and tagged with 3 ready-to-send reactivation campaigns, and the $1,000 is fully credited toward any plan within 60 days.
What does Full Service add over Ignite?
Your firm website built and maintained, SEO, AEO visibility in AI answers, 25 production workflows, and local listings claimed and monitored across Google, Bing, Apple, and Yelp.