A tax portal under your firm's brand goes live through a managed 30-day installation, because we deploy a production-tested platform instead of starting a development cycle. The firm provides brand assets, workflow decisions, and access; the system is branded to your firm, configured, and embedded on your existing site with a single script tag.
The three steps
1. Discovery call (30 minutes)
We map current intake, document handling, and follow-up, and you see the system running on your brand.
2. Branded build
The AI360 CPA build is deployed into your dedicated environment, branded to your firm, and configured to match how you work.
3. Embed and launch
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.
What the firm needs to bring
- Logo, colors, and firm name
- Decisions on how returns move through your pipeline
- Access to embed the portal on your site
What the installation covers
Complex client-data migrations, custom integrations, and unusual approval paths are handled across the managed 30-day installation. The standard branded build stands up first, then we tune it to how your firm works. See what AI360 CPA is and pricing.