AI360°'s CPA CRM went live at KT Bradley CPA and supported day-to-day operations through tax season. The infrastructure wasn't just operational, it was the foundation that made rapid multi-location expansion possible at the highest-pressure time of year.
KT Bradley CPA needed the kind of operational backbone that most accounting firms build ad hoc over years, a CRM tuned for how a CPA firm actually runs, automated client intake, document-collection workflows, follow-up sequences, and the reporting layer that tells leadership where every engagement stands at any moment.
Tax season intensifies every friction point in a CPA firm. Calls that get missed, documents that sit in an email thread, engagement letters that never come back, follow-ups that fall off the list, these aren't hypothetical problems, they're the operational cost of any firm growing faster than its systems.
AI360° deployed its CPA CRM stack, the same system offered as the turnkey CPA vertical on the main platform. The build included:
The firm carried a full tax season with intake, document collection, and follow-up running on one system instead of five, and without adding administrative headcount.
That capacity is not a function of working harder during the peak. It's a function of having the right system in place before the pressure hits, so the volume lands on infrastructure instead of on people.
Documents that used to be chased by hand were requested, tracked, and escalated automatically. Calls that would have gone to voicemail in the busiest weeks were answered. Staff stopped remembering handoffs and started working the engagements that were actually ready.
KT Bradley CPA is the pressure-test case for AI360°'s CPA vertical system. Every component offered to new CPA firms through the turnkey package was deployed, debugged, and iterated at KT Bradley CPA first. New firms adopting the stack aren't getting theory. They're getting infrastructure that has already survived a full tax season in production.
This is also why AI360° is comfortable offering CPA firms a pre-built turnkey rather than a custom build: the turnkey is the custom build. It's just the custom build that's already been done, tested, and hardened.
CPA firms, accounting practices, and tax-preparation businesses that are:
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