AI360 CPA / Pricing
Pricing

Simple pricing. No surprises.

Three offers cover database cleanup, core automation, and a full-service practice operating system.

AI360 CPA has three offers. Database Rescue is $1,000 install, one time, plus $199/month. Tax Season Ready is a $3,500 install, one time, plus $497/month, 16 automations already proven in live tax offices. Practice OS is a $7,500 $4,900 install, one time, plus $1,197/month, 26 automations already proven in live tax offices.

Toggle to see the annual price with the install fee waived. Database Rescue has no annual option, it stays $1,000 install plus $199/month either way.

Front door, low risk

Database Rescue

Clean the database, reactivate prior clients, decide from there.

$1,000 install, one time
plus $199/month
No annual option, billed $199/month either way
Your $1,000 install comes back. It is credited in full toward any plan you buy within 30 days of delivery.
Delivered in 7 business days
  • Import and clean the firm's existing client database
  • Deduplicate and merge duplicate records
  • Classification and tagging by client type
  • Identify dormant versus active clients
  • Bad-contact and bounce cleanup
  • Opt-out and DND compliance handling
  • 3 reactivation campaigns, email and SMS, to prior clients
  • Pipeline setup so the firm can see who responded
  • Response report showing who re-engaged
Every month, $199
  • Ongoing list hygiene
  • A monthly reactivation campaign
  • Monthly reporting on who came back
Start with Database Rescue
Most complete
Full-service practice OS

Practice OS

Everything in Tax Season Ready, plus the AI voice agent, OCR, and e-signature engagement letters.

26 automations, already proven in live tax offices
Prove-it price
$7,500 $4,900 install, one time
plus $1,197/month
Prefer annual? Save $4,900, install waived.
$14,364 /year
No install fee
Install waived, a $4,900 saving
  • Everything in Tax Season Ready
  • AI voice agent
  • Document OCR and auto-classification
  • Engagement letter automation with e-signature
  • Morning partner brief, a daily staff digest
  • Tax software auto-fill integration
  • Priority support
Book my Practice OS audit
Core automation

Tax Season Ready

The portal, the checklists, the reminders. Get the season under control.

16 automations, already proven in live tax offices
$3,500 install, one time
plus $497/month
Prefer annual? Save $3,500, install waived.
$5,964 /year
No install fee
Install waived, a $3,500 saving
✦
AI assistant inside the client portal. Guides clients through the process, tells them what is still needed, and answers their questions, without staff time.
  • Client portal with secure document upload
  • Automated document collection and checklists
  • Missed call text back
  • Appointment confirmation and reminders
  • Pipeline setup
Get Tax Season Ready
✓ 14 days of post-launch support included with every install
✓ The 30-day delivery clock starts once you provide access, content, approvals, and payment clears
✓ Free 30-minute discovery call before you commit to anything

Delivery and support

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.

Every install includes 14 days of post-launch support after go-live. Ongoing support after that is part of the monthly plan.

Is there a long-term contract?

The install fee is one-time. The monthly is a simple subscription. Annual prepay waives the install fee on Tax Season Ready and Practice OS only: Practice OS is $14,364/year, saving $4,900, and Tax Season Ready is $5,964/year, saving $3,500. Database Rescue has no annual option and no install waiver, its $199/month is billed monthly.

Pick a plan on your Free Systems Audit.

A free 30-minute discovery call to review your call, intake, document, and follow-up path and map the right plan to your firm's volume.

Book a Free Systems Audit