It's not your expertise — it's your back office. AI360 CPA runs intake, document follow-up, and the return pipeline under your firm's name, so you take on more returns next season without adding a single admin hire. Same revenue. Lower overhead. That's the exit.
Six components, fully connected, branded entirely to your firm. Built on the same infrastructure powering CPA practices that opened new locations without adding administrative headcount.
One script tag on your existing website gives clients a branded upload experience. No rebuild, no new domain, no friction.
W-2s, 1099s, K-1s, prior returns — read and parsed the moment they hit the portal. Data flows directly into your return workspace.
Every return, every stage, every missing document — visible in one view. Real-time updates as files arrive and stages move.
Your firm's branded mobile app — pipeline, client messages, doc reviews, stage moves — all from your phone, on the road, in court, anywhere.
Configurable email + SMS sequences chase missing documents and stalled returns. The system follows up so your team doesn't have to.
Your logo, your colors, your firm's name on every touchpoint. Clients interact with your brand — AI360 CPA runs silently behind the scenes.
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 case study on AI360 Network ↗No development cycle. No SaaS onboarding maze. We clone the production-tested AI360 CPA template, brand it to your firm, and hand you the keys.
30 minutes. We map your current intake, document handling, and follow-up. You see what the system looks like running on your brand.
We clone the AI360 CPA template 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.
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: one firm ran this system and opened a second location in two months — without adding back-office staff. You'll see the exact build, live.
