A white-label tax portal can go live in under 48 hours because the platform is cloned from a production-tested template, not built from scratch. The firm provides brand assets, workflow decisions, and access; the system is branded, configured, and embedded on the firm's existing site with a single script tag.
The three steps
1. Discovery call (30 minutes)
We map current intake, document handling, and follow-up, and you see the system running on your brand.
2. Branded build
The AI360 CPA template is cloned into your dedicated environment, branded to your firm, and configured to match how you work.
3. Embed and launch
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.
What the firm needs to bring
- Logo, colors, and firm name
- Decisions on how returns move through your pipeline
- Access to embed the portal on your site
When it takes longer
Complex client-data migrations, custom integrations, or unusual approval paths add time. The 48-hour target is for the standard branded build. See what AI360 CPA is and pricing.