Privacy Notice

Last updated: May 31, 2026

AI360 CPA collects information you submit through this website so we can respond to demo requests and evaluate whether the platform is a fit for your firm.

Information We Collect

When you request a demo, we may collect your name, work email, phone number, firm name, return-volume range, lead source, and any related business context you provide.

How We Use It

We use submitted information to contact you about AI360 CPA, schedule or prepare for a demo, route your request in our CRM, and improve our website and marketing operations.

Email, Phone, and Text Contact

By submitting a demo request, you agree that AI360 CPA may contact you about your request by email, phone, or text. Message and data rates may apply. You can ask us to stop contacting you at any time.

Sharing

We do not sell your personal information. We may use service providers, including CRM, hosting, analytics, and communication tools, to operate the website and respond to requests.

Security

We use reasonable administrative and technical safeguards for website lead data. Do not submit client tax records, Social Security numbers, or confidential return data through the demo request form.

Contact

Questions can be sent to [email protected].