Every era of accounting changed the tools. AI360 changes the workload.
A managed digital workforce for tax offices.
1950s — Manual Ledger
A managed digital workforce for tax offices.
Every April you swear next season will be different — then forget by the time you've got the bandwidth to change anything. Right now you have both: the memory of what broke, and the time to fix it. AI360 CPA runs intake, document follow-up, and the return pipeline under your firm's name — around the tax software you already use. One firm on this system opened two new locations without hiring a single admin.
AI360 CPA is a managed digital workforce for tax offices. It answers routine client questions, keeps missing documents visible, reads uploaded forms automatically, and moves every return toward prep-ready — all under your firm's brand, so you serve more clients without adding back-office headcount.
Four connected workers, branded entirely to your firm and managed by our team. The same system KT Bradley CPA used to absorb two new locations of volume with zero added admin staff.
Answers approved routine questions, books appointments, and escalates anything that needs a person — by phone, text, and portal, under your firm's name.
Gives clients a branded upload experience, reads W-2s, 1099s, K-1s and prior returns as they arrive, keeps a live checklist of what is still missing, and chases it automatically.
One operating playbook and role-based training so every staff member runs the office the same way — and new hires ramp without shadowing a partner for weeks.
Hands each return to your preparer prep-ready — documents in, data read, missing items resolved — with a live pipeline view so nothing stalls before review.
Before AI360 CPA was a product, it was a deployment. Here's what happened when a single firm ran on this system going into tax season.
After AI360 deployed our CPA CRM, intake automation, and AI voice agent, we opened two additional locations within two months leading into tax season. The system absorbed the volume without us adding administrative headcount.
Sister practice: KT Everyday Tax. Same system, bilingual operation. 26 production workflows, 2 client pipelines, live voice AI agent. Intake, follow-up, and client communication running end-to-end.
Read the full KT Bradley case study →Practice-management software gives firms a strong platform. AI360 CPA installs a coordinated digital workforce across phone, portal, documentation, staff training, and supported tax preparation — and manages it around the firm's actual process.
If checklists and reminders were the whole job, any good platform would do. The gap opens where software stops and a managed workforce begins:
| Capability | Other providers | AI360 CPA |
|---|---|---|
| Client-facing AI on the portal | ||
| Portal assistant answering firm-specific questions | Limited — mostly platform-support help | Trained on your firm's approved answers, under your brand |
| Assistant reading live checklist status | No comparable feature we've found | Tells the client exactly what's still missing, in real time |
| Assistant sending the exact required form or request | No comparable autonomous flow we've found | Wired and tested for your firm during installation |
| Escalating urgent questions to a person | Support desk handles platform questions | Tax-specific routing rules your firm controls |
| Voice AI on the phones | ||
| Inbound AI receptionist | Not a native feature we've found | Answers in your firm's name, books appointments, takes messages |
| Outbound reactivation & reminder calls | Not a native feature we've found | Runs through your approved workflows |
| Call → workflow → task → appointment | No comparable native chain we've found | One call becomes a tracked task and a booked slot — automatically |
| Team training & operations | ||
| Custom staff training courses | Generic academy content and internal wikis | Branded, role-based courses built for your office |
| Firm-specific onboarding academy | Limited configuration support | Built under your firm's brand, new hires ramp on it |
| Preparation & delivery model | ||
| Tax-software field population | Integrations and document processing add-ons | AI360 Fill populates supported tax software from the intake |
| Who owns the setup and keeps it running | Optional paid onboarding — then it's yours | Managed installation and monitoring — that's the delivery model |
Comparison reflects publicly available information about typical practice-management platforms as of July 2026. Every AI360 CPA capability above is configured, wired, and tested for your firm during the managed installation.
No development cycle. No SaaS onboarding maze. Our team installs the AI360 CPA workers, brands them to your firm, and manages the build to a working system over the first 30 days.
30 minutes. We map your current intake, document handling, and follow-up. You see what the system looks like running on your brand.
We deploy the AI360 CPA build into your dedicated environment, apply your branding, and configure your pipelines to match how you actually work.
One script tag goes on your website. The mobile app gets your firm's name. Workflows go live. We stay close for the first 14 days.
Your firm runs on infrastructure that absorbs new clients without adding administrative headcount. Same playbook KT Bradley used to add locations.
Every plan includes the full platform, branded mobile app, embed widget, and onboarding. Pick how hands-on you want our team to be.
AI360 CPA is built for firms that already know tax work is not the bottleneck. The bottleneck is intake, document chasing, review visibility, and client communication.
AI360 CPA is a managed digital workforce for tax offices. Four connected workers — client service, document readiness, team enablement, and preparation support — run your intake, document follow-up, and pipeline under your firm's brand while your professionals keep control of judgment and exceptions.
No. AI360 CPA runs the operations layer around your tax software. It helps collect documents, organize client status, pull the data off uploaded forms, and keep clients moving before your team prepares the return.
Clients upload tax documents such as W-2s, 1099s, K-1s, prior returns, and ID from the branded portal. The system reads them automatically as they arrive, pulls the key fields off each form, flags anything still missing, and routes the client into the right next step — no manual retyping.
Yes. The client-facing portal, app, messages, and workflow touchpoints use your firm's name, colors, and operating language. AI360 CPA runs behind the scenes.
AI360 CPA is a managed 30-day installation. Our team installs and brands the workers around the way your office already operates. Complex migrations, custom integrations, or unusual approval paths can add time.
AI360 CPA 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 use the system.
20 minutes. Live system. Real demo data. No pitch deck. This is an application — we take firms that are serious about keeping their margin next season.
The proof isn't a slide. KT Bradley CPA ran this exact system into tax season and opened two locations in two months — zero added back-office staff. You'll see the same build, live, in your firm's name.