AI360 CPA has 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. All plans include the document portal, OCR extraction, return pipeline, branded mobile app, and onboarding.
| Plan | One-time install | Monthly | Best for |
|---|---|---|---|
| Core | $2,500 | $395 | Firms that want to run the system themselves |
| Managed (most popular) | $4,500 | $897 | Firms that want us to build, brand, and run it |
| Setup | $8,000 | $1,700 | Custom build, data migration, embedded partnership |
What's in each plan
Core — $2,500 + $395/mo
- Embeddable document portal
- OCR data extraction engine
- Return pipeline + dashboard
- White-labeled mobile app
- Email follow-up sequences
- Full branding to your firm
Managed — $4,500 + $897/mo
- Everything in Core
- SMS follow-up sequences
- Weekly pipeline reviews
- Document exception handling
- Dedicated account manager
- Priority support
Setup — $8,000 + $1,700/mo
- Custom pipeline configuration
- Existing client data migration
- Team training + SOP docs
- 30-day post-launch support
- Integrations with existing tools
Is there a long-term contract?
The install fee is one-time. The monthly is a simple subscription — you set up once and run it season after season. Contact us for current terms before signing.