AI360 CPA is a managed digital workforce for tax offices. Four connected workers — Client Service Agent, Document Readiness Agent, Team Enablement, and Preparation Assistant — get every return prep-ready under your firm's brand: they answer approved routine questions, keep missing documents visible, give staff one operating playbook, and hand the preparer a clean file. Installed and managed by AI360 Network over a 30-day setup, so you serve more clients without adding admin.
What problem does it solve?
For most tax offices, tax preparation is not the bottleneck. The bottleneck is everything around the return: chasing missing documents, tracking which client is at which stage, answering "did you get my W-2?", and following up when a return stalls. AI360 CPA runs that operations layer so the office can take on more returns without adding administrative headcount.
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 firm's name and logo; the system runs behind the scenes while your professionals keep control of judgment and exceptions.
The four workers
- Client Service Agent — answers approved routine questions, books appointments, and escalates anything that needs a person, by phone, text, and portal
- Document Readiness Agent — branded upload experience that reads W-2s, 1099s, K-1s and prior returns automatically as they arrive, keeps a live checklist of what's missing, and chases it
- Team Enablement — one operating playbook and role-based training so every staff member runs the office the same way
- Preparation Assistant — hands each return to your preparer prep-ready, with a live pipeline view so nothing stalls before review
What it does NOT do
AI360 CPA does not replace tax preparation software. It runs the intake, document handling, client communication, and operations layer around the tax software the firm already uses.
Who it is for
It 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 run on it.
Who builds it
AI360 CPA is built and supported by AI360 Network, a Houston, Texas business-automation firm founded by Errol T. Dobbins. AI360 CPA is the firm's managed digital workforce for tax offices.
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