Free Playbook

Your CPA firm's back office is costing you more than you think.

A practical blueprint for firm owners who are tired of growing revenue while losing margin to admin work. Read it. Keep what fits. Ignore the rest.

The AI-Powered CPA Playbook

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What's Inside

8 chapters. No theory. No upsells.

Ch 1
The operations problem nobody talks aboutWhy growing revenue while margin shrinks is a workflow problem, not a pricing problem.
Ch 2
The 4 automation layers that eliminate admin noiseIntake, follow-up, status tracking, and client communication — and why most firms skip layer 1.
Ch 3
Manual vs. automated: a side-by-side workflowWhat each client touchpoint looks like before and after the system runs it.
Ch 4
Intake form design that cuts document collection timeThe exact fields, structure, and sequence that get clients to submit complete documents the first time.
Ch 5
The follow-up sequence that closes without chasingA 5-touch automated sequence — when it fires, what it says, and what triggers the next step.
Ch 6
What a modern CPA back office looks likeThe system components, how they connect, and what the owner's dashboard shows.
Ch 7
The real cost of building this yourselfHonest time and complexity estimates for the DIY path — and where most firms stall.
Ch 8
The AI360 CPA System — and how to get it built for youWhat's included, how it's deployed, and what the done-for-you path looks like.
Who This Is For

This playbook is for CPA firm owners who are already working.

📋

Still chasing document submissions by email or phone every tax season

📊

Running status updates manually across too many returns at once

🕐

Off-season and finally have time to fix what burned you last April

🔧

Using TaxDome, Canopy, or Liscio — but still doing the operations layer yourself

Common Questions

Before you download.

We already use TaxDome / Canopy / Liscio.
AI360 CPA doesn't replace your tax software. It handles the operational layer around the return — intake, follow-up, status tracking, and client communication. It runs alongside what you already use.
My clients won't use a new portal.
The portal is white-labeled to your firm. Clients see your name, your branding, and your messaging — not a third-party platform. The adoption barrier is lower than most expect.
I don't have time to implement this.
The done-for-you build takes 48 hours and requires nothing from your staff. You review and approve — we configure, brand, and launch. The playbook explains what that process looks like.
We're too small for this.
The system was built for solo operators and small CPA firms specifically. If you're doing enough returns that manual follow-up is costing you hours, the system earns its place.
Errol Dobbins — AI360 CPA

Written by Errol Dobbins

Founder of AI360 CPA. Built this system inside a live CPA firm before making it available to other practices. The playbook is drawn from that build — what worked, what didn't, and what changed once the admin work stopped depending on the owner.

Want us to build this for you?

We only onboard a limited number of firms at a time because each setup is built under your firm's brand. If you want to see if yours is a fit, request a demo.

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