AI360 CPA / Pricing
Pricing

Simple pricing. No surprises.

Four offers cover database cleanup, core automation, a full-service practice operating system, and a website that fills the pipeline.

AI360 CPA has four offers. Database Rescue is $1,000 install, one time, plus $199/month. Tax Season Ready is a $5,500 install, one time, plus $697/month, 16 automations already proven in live tax offices. Practice OS is a $6,900 install, one time, plus $1,497/month, 26 automations already proven in live tax offices. CPA Growth System is a $10,500 install, one time, plus $1,597/month, everything in Practice OS plus a premium custom website design and build, the Pro Reputation Engine, and a free 10-day SEO boost where we run it and show you your search rankings move before you commit.

Toggle to see the annual price. Database Rescue and CPA Growth System have no annual option, Database Rescue stays $1,000 install plus $199/month either way.

Front door, low risk

Database Rescue

Past clients went quiet and the list is a mess. We clean it and bring them back, in 7 business days.

$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
  • Your old client list cleaned up: duplicates merged, bad contacts and bounces removed, opt-outs respected
  • Every client tagged by type, so you can see who went quiet
  • 3 reactivation campaigns by email and SMS to bring past clients back
  • A pipeline and a response report, so you see exactly who came back
Every month, $199
  • A cleaner list every month, plus a monthly reactivation campaign
  • A monthly report on who came back
Start with Database Rescue
Core automation

Tax Season Ready

Documents scattered across email and texts? One portal, checklists and reminders that chase for you.

16 automations, already proven in live tax offices
$5,500 install, one time
plus $697/month
Commit to a year: install drops to $2,000 and you save $3,500.
$10,364 /year
Install reduced by the annual saving
Install drops to $2,000, you save $3,500
✦
AI assistant inside the client portal. Guides clients through the process, tells them what is still needed, and answers their questions, without staff time.
  • Clients upload to your branded portal and mobile app, not your inbox
  • Client intake collected up front, before the first call
  • Document checklists with automatic follow-up by SMS and email, so you stop chasing missing W-2s
  • A missed call gets a text back instead of silence
  • Appointment confirmations and reminders go out on their own
  • Pipeline setup, so every return has a status you can see
Get Tax Season Ready
Most popular
Full-service practice OS

Practice OS

Phones, paperwork and signatures still eat your day. This adds the AI voice agent, document reading and e-signature on top of Tax Season Ready.

26 automations, already proven in live tax offices
Prove-it price
$6,900 install, one time
plus $1,497/month
Commit to a year: install drops to $2,500 and you save $4,400.
$20,464 /year
Install reduced by the annual saving
Install drops to $2,500, you save $4,400
  • Everything in Tax Season Ready
  • An AI voice agent that answers the phone and books appointments
  • Client documents read and sorted for you, so nobody retypes a W-2
  • Engagement letters sent and signed electronically
  • A morning partner brief that shows where the day stands
  • Tax software auto-fill, so document data is not keyed in twice
  • Priority support
Book my Practice OS audit
Practice OS plus a website

CPA Growth System

Practice OS + a website that fills the pipeline.

$10,500 install, one time
plus $1,597/month
  • Everything in Practice OS
  • Free 10-day SEO boost: we run it and show you your search rankings move before you commit
  • A premium custom website, designed and built for your firm
  • Funnels for each offer
  • Standard SEO and AEO keyword setup: the search terms your firm should be found for, set up on your site
  • Pro Reputation Engine: review requests by SMS and email, AI replies to reviews within hours, and unhappy feedback routed to you before it reaches Google
  • A review widget on your website and a competitor review benchmark in the monthly report
  • Quarterly Google Business Profile refresh
  • Seasonal campaign pack, 4 campaigns
Book my Growth System audit
✓ 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. Commit to a year on Tax Season Ready or Practice OS only. Tax Season Ready: install drops to $2,000 and you save $3,500, $10,364 for the year. Practice OS: install drops to $2,500 and you save $4,400, $20,464 for the year. Database Rescue and CPA Growth System have no annual option, they are 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