What is AI360 CPA?

AI360 CPA is a managed digital workforce for tax offices. Four connected workers handle client service, document readiness, team enablement, and preparation support under your firm's brand, so you serve more clients without adding administrative headcount. Your professionals keep control of judgment and exceptions.

Does AI360 CPA replace my tax software?

No. AI360 CPA runs the operations layer around your tax software. It helps collect documents, organize client status, pull the data off uploaded forms, and keep clients moving before your team prepares the return.

How are uploaded documents handled?

Clients upload tax documents such as W-2s, 1099s, K-1s, prior returns, and ID from the branded portal. The system reads them automatically as they arrive, pulls the key fields off each form, flags anything still missing, and routes the client into the right next step, no manual retyping.

Does it run under my firm's brand?

Yes. The client-facing portal, mobile app, messages, and workflow touchpoints use your firm's name, colors, and operating language. AI360 CPA runs behind the scenes.

How fast can a tax office install AI360 CPA?

Managed installation targets 30 days. The 30-day clock starts when the firm has provided required access, content, approvals, and phone registration inputs, and payment has cleared.

What size firm is AI360 CPA for?

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.

How much does AI360 CPA cost?

AI360 CPA has three tiers. Database Rescue is a $1,000 install plus $199 per month, delivered in 7 business days, with the full $1,000 credited toward any plan purchased within 30 days of Database Rescue delivery. Tax Season Ready is a $3,500 install plus $497 per month and includes 16 automations, already proven in live tax offices, plus an AI assistant inside the client portal that guides clients through the process. Practice OS is a $7,500 $4,900 install plus $1,197 per month and includes 26 automations, already proven in live tax offices. Annual prepay is $5,964 per year for Tax Season Ready and saves $3,500 by waiving install, or $14,364 per year for Practice OS and saves $4,900 by waiving install. See full pricing.

Do I need a developer to use AI360 CPA?

No. AI360 CPA requires zero custom development from your firm. We deploy the production-tested AI360 CPA build, brand it to your firm, and embed it on your existing website with a single script tag.

What is a managed digital workforce for tax offices?

It's a set of connected workers that run your client-facing intake, document readiness, communication, and pipeline under your own brand, installed and managed by our team. Clients see your name and logo; the system runs behind the scenes while your professionals keep control of judgment. More here.

Can clients upload tax documents from their phone?

Yes. The branded portal works on mobile and desktop. Clients can photograph or upload W-2s, 1099s, K-1s, and prior returns directly, and the system reads them automatically as they arrive.

Does AI360 CPA handle client follow-up automatically?

Yes. Configurable email and SMS sequences chase missing documents and stalled returns automatically, so your team doesn't have to.

Who builds and supports AI360 CPA?

AI360 CPA is built and supported by AI360 Network, a Houston, Texas business-automation firm founded by Errol T. Dobbins.