KT Bradley CPA ran on the AI360 CPA system — CRM, intake automation, and an AI voice agent — and opened two additional locations within two months leading into tax season, without adding administrative headcount.
The numbers
| Metric | Result |
|---|---|
| Firm | KT Bradley CPA |
| Additional locations opened | +2 in 2 months |
| Deployment window | Pre-tax season |
| Added administrative headcount | Zero |
| Production workflows live | 26 |
| Client pipelines | 2 (bilingual, with sister practice KT Everyday Tax) |
In their words
"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."
— KT Bradley CPA · Public review on AI360 Network, April 2026
What the system did
The deployment covered the operations layer around the return: client intake, document handling, an AI voice agent for inbound calls, automated follow-up, and pipeline tracking. With that running, the firm could take on the volume of two new locations without hiring back-office staff to match. The same playbook is now productized as AI360 CPA.
Read the full case study on AI360 Network → · What is AI360 CPA? →