What is AI360 CPA?
AI360 CPA is a managed digital workforce for tax offices. Four connected workers handle client service, document readiness, team enablement, and preparation support under your firm's brand — so you serve more clients without adding administrative headcount. 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, mobile app, messages, and workflow touchpoints use your firm's name, colors, and operating language. AI360 CPA runs behind the scenes.
How fast can a tax office install AI360 CPA?
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.
What size firm is AI360 CPA 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.
How much does AI360 CPA cost?
Four ways to start. Database Rescue is a $1,000 one-time flat fee. Spark is a $1,500 install plus $495/month. Ignite is a $1,500 install plus $695/month. Full Service is a $1,500 install plus $1,600/month and adds your firm website, SEO, AEO optimization and 25 workflows. See full pricing.
Do I need a developer to use AI360 CPA?
No. AI360 CPA requires zero custom development from your firm. We deploy the production-tested AI360 CPA build, brand it to your firm, and embed it on your existing website with a single script tag.
What is a managed digital workforce for tax offices?
It's a set of connected workers that run your client-facing intake, document readiness, communication, and pipeline under your own brand — installed and managed by our team. Clients see your name and logo; the system runs behind the scenes while your professionals keep control of judgment. More here.
Can clients upload tax documents from their phone?
Yes. The branded portal works on mobile and desktop. Clients can photograph or upload W-2s, 1099s, K-1s, and prior returns directly, and the system reads them automatically as they arrive.
Does AI360 CPA handle client follow-up automatically?
Yes. Configurable email and SMS sequences chase missing documents and stalled returns automatically, so your team doesn't have to.
Who builds and supports AI360 CPA?
AI360 CPA is built and supported by AI360 Network, a Houston, Texas business-automation firm founded by Errol T. Dobbins.