AI360 CPA · managed digital workforce
From client intake To tax-ready return.
We nurture the client, collect what is missing, organize the file, and help your team populate your tax software.
Every era of accounting changed the tools. AI360 changes the workload.
A managed digital workforce for tax offices.
Your last tax season told you exactly what's broken. Fix it before the next one starts.
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.
The managed digital workforce, four workers, installed and managed.
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.
Client Service Agent
Answers approved routine questions, books appointments, and escalates anything that needs a person, by phone, text, and portal, under your firm's name.
Document Readiness Agent
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.
Team Enablement
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.
Preparation Assistant
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.
A real CPA firm. Real expansion.
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 →Good software runs a portal. A workforce runs the office.
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.
From signup to live, a managed installation.
Managed installation targets 30 days. The 30-day clock starts when your firm has provided required access, content, approvals, and phone registration inputs, and payment has cleared.
Discovery call
30 minutes. We map your current intake, document handling, and follow-up. You see what the system looks like running on your brand.
Branded build
We deploy the AI360 CPA build into your dedicated environment, apply your branding, and configure your pipelines to match how you actually work.
Embed + launch
One script tag goes on your website. The mobile app gets your firm's name. Workflows go live. Every install includes 14 days of post-launch support after go-live. Ongoing support after that is part of the monthly plan.
Scale
Your firm runs on infrastructure that absorbs new clients without adding administrative headcount. Same playbook KT Bradley used to add locations.
Simple pricing. No surprises.
Three clear tiers, from a clean client database to a managed operating system for your practice.
- Filed + extension clients reconciled
- Clean, tagged, deduplicated database
- 3 ready-to-send reactivation campaigns
- Delivered in 7 business days
- $1,000 fully credited toward any plan purchased within 30 days of Database Rescue delivery
- Client portal with secure document upload
- Automated document collection and checklists
- Missed call text back
- Appointment confirmations and reminders
- Pipeline setup
- AI assistant inside the client portal that guides clients through the process
- Everything in Tax Season Ready
- AI voice agent
- Document OCR and auto-classification
- Engagement letter automation with e-signature
- Morning partner brief
- Tax software auto-fill integration
- Priority support
Annual prepay waives install: Tax Season Ready is $5,964/year and saves $3,500. Practice OS is $14,364/year and saves $4,900.
Straight answers before the demo.
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.
What is AI360 CPA?
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.
Does AI360 CPA replace my tax software?
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.
How are uploaded documents handled?
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.
Does it run under my firm's brand?
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.
How fast can we launch?
Managed installation targets 30 days. The 30-day clock starts when your firm has provided required access, content, approvals, and phone registration inputs, and payment has cleared.
What size firm is this for?
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.
Answers for tax offices
Clear guidance for the systems around your tax software.
AnswersNew tax officeComparePlaybookKT Bradley case studyPricing
See it running in your firm's name.
20 minutes. Live system. Real demo data. No pitch deck. Start with the 2-minute practice audit below, it's the preliminary review we run before every call.
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.
6 quick questions, about 2 minutes. We review every audit by hand before we meet, so the call starts with answers about your office, not a generic pitch.
Prefer to talk first? Book the call directly and we'll run the audit live.