What is AI360 CPA?
AI360 CPA is a white-label tax operations platform for CPA firms and tax preparation offices. It combines a client document intake portal, OCR data extraction, CRM pipeline tracking, automated follow-up, and launch support.
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, extract usable data, and keep clients moving before your team prepares the return.
What does the OCR document intake do?
The portal accepts tax documents such as W-2s, 1099s, K-1s, prior returns, and ID documents. The OCR layer reads supported files, extracts structured fields, and routes the client into the right review workflow.
Is AI360 CPA white-labeled to my firm?
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 CPA firm launch AI360 CPA?
The launch target is under 48 hours after we have your brand assets, workflow decisions, and required access. Complex migrations, custom integrations, or unusual approval paths can add time.
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?
Three plans. Core is a $2,500 one-time install plus $395/month. Managed is a $4,500 install plus $897/month. Setup is an $8,000 install plus $1,700/month. See full pricing.
Do I need a developer to use AI360 CPA?
No. AI360 CPA requires zero custom development from your firm. It is cloned from a production-tested template, branded to your firm, and embedded on your existing website with a single script tag.
What is a white-label tax operations platform?
It's software that runs a CPA firm's client-facing intake, document handling, communication, and pipeline tracking under the firm's own brand. Clients see the firm's name and logo; the platform stays invisible. 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 OCR layer reads supported files 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.