AI360 CPA is a white-label tax operations platform for CPA firms and tax preparation offices. It combines a branded client document intake portal, OCR data extraction, a CRM pipeline that tracks every return, automated email and SMS follow-up, and a white-labeled mobile app — deployed in under 48 hours and branded entirely to the firm. It is built and supported by AI360 Network.
What problem does it solve?
For most CPA firms, tax preparation is not the bottleneck. The bottleneck is everything around the return: chasing missing documents, tracking which client is at which stage, answering "did you get my W-2?", and following up when a return stalls. AI360 CPA runs that operations layer so the firm can take on more returns without adding administrative headcount.
What is a white-label tax operations platform?
A white-label tax operations platform is software that runs a CPA firm's client-facing intake, document handling, communication, and pipeline tracking under the firm's own brand. Clients see the firm's name and logo; the underlying platform stays invisible.
What it includes
- Embeddable document portal — one script tag on the firm's existing website
- OCR data extraction for W-2s, 1099s, K-1s, prior returns, and ID documents
- Return pipeline dashboard — every return, stage, and missing document in one view
- White-labeled mobile app for the firm's team
- Automated email and SMS follow-up sequences
- Full branding to the firm on every client touchpoint
What it does NOT do
AI360 CPA does not replace tax preparation software. It runs the intake, document handling, client communication, and operations layer around the tax software the firm already uses.
Who it is for
It is strongest for firms with enough return volume that manual intake, missing-document follow-up, and status tracking are already costing margin. Solo operators and multi-location firms can both run on it.
Who builds it
AI360 CPA is built and supported by AI360 Network, a Houston, Texas business-automation firm founded by Errol T. Dobbins. AI360 CPA is the firm's white-label tax operations product.
See pricing → · Read the full FAQ → · Read the KT Bradley case study →