KT Bradley CPA: Two New Locations in Two Months Leading Into Tax Season.

The Situation

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.

What AI360° Built

AI360° deployed its CPA CRM stack — the same system offered as the turnkey CPA vertical on the main platform. The build included:

• CRM with tax-season-specific pipelines — engagement stages, document-status fields, filing-deadline tracking, extension workflows, and off-season nurture.
• Automated client intake — from first inquiry to signed engagement letter without manual staff hand-offs.
• Document request and collection flows — tailored checklists, secure upload, automatic reminders for missing items, CRM stage-advancement when complete.
• Follow-up and communication sequences — post-filing check-ins, quarterly-estimate reminders, annual engagement renewals, referral asks.
• Review collection automation — post-engagement Google review requests timed for highest response rate.
• Internal coordination workflows — so staff always knew which engagements were ready to work vs. waiting on inputs.

The Result

Within two months leading into tax season, KT Bradley CPA expanded to two additional locations.

That kind of growth 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 adding a location doesn't mean duplicating chaos, it means instantiating a known infrastructure template.

By removing operational friction and tightening execution at the central-office level, the firm had the operational capacity to take on new clients across additional locations without the usual tax-season breakdown.

Why This Matters

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's already survived a tax season and an expansion.

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.

Who This Is For

CPA firms, accounting practices, and tax-preparation businesses that are:

• Growing faster than their current infrastructure can handle
• Losing prospects in the gap between first call and signed engagement
• Wasting staff time chasing documents that should arrive automatically
• Going silent with clients during the off-season and losing retention as a result
• Thinking about a second location and realizing the central office can't support it