CPA + Accounting

Automation Built for CPA Firms, From First Call to Closed Engagement.

AI360° Network builds the complete operational backend CPA firms and accounting practices need to run tax season without chaos, and run off-season without going silent. Voice AI that answers every call, automated intake that collects documents without staff chasing clients, a CRM that tracks every engagement, and follow-up that compounds your reputation over time. Pressure-tested in production at KT Bradley CPA and KT Everyday Tax.

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The Pattern We Keep Seeing

Most CPA firms lose money in the gaps between steps, not in the work itself.

A prospect calls during tax season. Nobody answers. They're slammed with returns. The prospect leaves a voicemail. The voicemail sits for three days. By the time someone calls back, the prospect has already signed with a competitor who answered.

A returning client sends their documents in batches. Some via email, some via text, some dropped off in person. Nobody on staff knows what's still missing. The return sits stuck for two weeks because a single W-2 is lost in someone's inbox.

Tax season ends. The firm goes quiet until next January. Clients who moved away or had a bad experience never get followed up with. Happy clients who would have left a Google review are never asked.

These aren't talent problems or effort problems. They're infrastructure problems. AI360° builds the infrastructure.

What's Included

The Full CPA Operational Stack

Every component below is pre-built, pre-integrated, and pressure-tested. You customize it to your firm. You don't build it from scratch.

AI Voice Agent

Answers every inbound call 24/7. Qualifies the caller, answers common tax-prep questions, sends document-request links, books appointments, and only routes genuine complex cases to a human. Already running in production at KT Everyday Tax.

Automated Client Intake

New clients move from first conversation to signed engagement without staff babysitting the process. Paperless intake forms, automated document checklists, secure upload, and CRM stage-tracking so you always know who's ready to work and who's stuck.

CRM Configured for Tax Season

Not a blank CRM template. A pre-built pipeline with stages, tags, custom fields, and automations designed for how a CPA firm actually operates. Engagement letters, document status, filing deadlines, extensions, and off-season nurture.

Follow-Up Sequences

Automated post-filing check-ins, quarterly-estimate reminders, annual engagement renewals, and referral asks. Clients feel attended to year-round without anyone manually tracking who to call this week.

Review Collection

Automatic Google review requests after successful engagements, timed so the client is most likely to respond. Builds the local-search reputation that brings next year's leads for free.

Social + Content Automation

Scheduled social posts, blog syndication, and off-season content that keeps the firm visible when you're not in client-facing mode. Removes the "when do I have time to post?" problem entirely.

Proof In Production

This isn't theory. It's running right now.

KT Bradley CPA, Expansion proof

AI360°'s CPA CRM went live at KT Bradley CPA and carried day-to-day operations through tax season. Intake, document collection, follow-up, and client communication running on one system instead of five. That kind of capacity doesn't come from working harder. It comes from having the right system in place before the pressure hits.

Read the full KT Bradley CPA case study →

KT Everyday Tax. Voice AI in production

KT Everyday Tax runs on an AI360°-built stack: 26 automation workflows, 2 active pipelines, and a voice AI agent that answers inbound calls in production. The system is tuned for tax-prep intake specifically, it doesn't sound like a generic assistant, it sounds like the firm.

Read the KT Everyday Tax case study →

Every system AI360° offers has been deployed in a real production environment before being offered as a turnkey package. We don't sell roadmaps, we sell infrastructure that's already been pressure-tested.

Frequently Asked

Questions CPA Firms Ask Us

What does AI360° Network automate for CPA firms?

The full client journey: inbound call handling via AI voice agent, new-client intake, document requests and collection, CRM-based pipeline management through tax season, follow-up sequences, review collection, invoicing, and social presence. Every stage connects to a single CRM so nothing falls through the cracks.

Can AI voice agents really answer phone calls for a CPA firm?

Yes. The KT Everyday Tax deployment runs a live voice AI agent in production. It answers inbound calls 24/7, qualifies callers, answers common questions (pricing, services, appointment availability), sends document-request links via SMS or email, and routes complex calls to a human. It doesn't sound like a generic assistant. It's trained on the firm's actual voice.

Can AI360° integrate with my existing CPA software?

Yes. AI360° Network is the operational layer and connects to common CPA tooling where APIs exist. We're not replacing your tax-prep software. We're sitting on top of it as the client-facing layer that handles communication, intake, follow-up, and reporting.

How long does a CPA firm automation build take?

The foundation is already built. What takes time is customizing it to your firm's exact pipeline, branding, service mix, and internal workflows. Most builds move faster than a from-scratch project because we're configuring, not inventing.

What happens after launch?

AI360° stays close for the first 30 days to tune and optimize based on real usage, not synthetic tests. After the tuning window, ongoing maintenance and iteration are offered for firms that want their infrastructure maintained as the business evolves.

Free Checklist

Your firm loses hours chasing documents and callbacks.

The free AI Automation Readiness Checklist walks you through the exact places CPA firms leak time: missed calls, unchased documents, follow-up that never happens. Score yourself in one sitting and know your next three fixes.

Frequently asked questions

What does AI360° Network automate for CPA firms?

AI360° Network automates the full CPA client journey: inbound call handling via AI voice agent, new-client intake, document requests and collection, CRM-based pipeline management through tax season, follow-up sequences, review collection, invoicing, and social presence. Every stage connects to a single CRM so nothing falls through the cracks.

Can AI voice agents answer phone calls for a CPA firm?

Yes. AI360° Network deploys AI voice agents that answer inbound CPA firm calls 24/7, qualify callers, answer common questions (pricing, services, appointment availability), send document-request links via SMS or email, and route complex calls to a human. The KT Everyday Tax deployment runs a live voice AI agent in production.

How does AI360° handle CPA firm document collection?

The automated intake system sends clients a tailored document checklist after the first conversation, collects documents through a secure upload flow, and flags missing items automatically. The CRM tracks engagement stage so the firm always knows which clients are ready to work and which still owe documents.

Has AI360° built a system for a real CPA firm?

Yes. AI360° built and pressure-tested its CPA system at KT Bradley CPA, where it carried intake, document collection, and follow-up through a full tax season. It also powers KT Everyday Tax with 26 workflows, 2 pipelines, and a live voice AI agent.

How long does a CPA firm automation build take?

The CPA turnkey system is pre-built, the foundation is already engineered. Customization to a specific firm's pipeline, branding, and workflows typically completes faster than a from-scratch build. Exact timeline depends on the firm's existing systems and scope.

Can AI360° integrate with my existing CPA software?

Yes. AI360° Network is the operational layer that connects to common CPA tooling where APIs exist. The goal is not to replace your tax prep software. It's to sit on top of it as the client-facing operational layer that handles communication, intake, follow-up, and reporting.

Ready to stop losing clients in the gaps?

A 30-minute call maps your current process, identifies the gaps, and shows what a fully automated CPA stack would look like for your firm.

Book a Strategy Call