AI360° gives CPA firms a complete operational backend — bilingual AI voice bot, automated client intake, document collection, follow-up, invoicing, and reviews. Pre-built. Pre-configured. Ready to launch in weeks, not months.
Your Tax-Season Workflow
Most CPA firms run on a stack of disconnected tools, sticky notes, and overworked admins. The result is missed calls, lost referrals, slow document collection, and a tax season that breaks the team. AI360° closes every gap.
Prospects call after hours or during a meeting. They go to voicemail. Most never call back. Every missed call is a lost engagement.
You spend weeks chasing W-2s, 1099s, and receipts. Returns sit half-finished. Deadlines creep up. Your team works nights to catch up.
A prospect asks for a quote, you send it, and you never hear back. Without automated nurture, warm leads go cold within days.
Your CRM doesn't talk to your calendar. Your invoicing lives somewhere else. Reviews come in by accident. Nothing is connected.
This isn't software you set up yourself. It's a finished operational backend for accounting practices. Twelve interconnected systems running as one.
Answers your firm's phone in English or Spanish 24/7. Books consultations, takes new client info, sends document links by text, and follows up on missing items — all without a receptionist.
From the first call to a signed engagement, every step runs automatically. New prospects get the right form, the right reminders, and the right follow-up — without you touching it.
Send secure document request links by text or email. Clients upload from their phone in seconds. Missing-item reminders go out automatically until everything is in.
Contacts, pipelines, and client stages built for accounting workflows. Tax prep, bookkeeping, advisory — every service has its own pipeline and stage logic, configured before you log in.
Every quote, every prospect, every dormant client — kept warm by sequenced text and email touches. No more leads slipping through the cracks because nobody had time to call back.
Send invoices, accept ACH and card payments, track what's owed, and trigger reminders on past-due balances — all from inside the platform. No more chasing checks.
After every closed engagement, the system asks happy clients for a Google review. Your reputation grows automatically — and so do your inbound leads.
Always know who's sending you business. Tag referral sources at intake, track conversion, and thank top referrers automatically. Your referral engine finally gets credit.
Clients book consultations directly from your calendar link, 24/7. Buffer times, service types, and team availability all built in. Your calendar fills itself.
Automated SMS and email reminders before every consultation, drop-off, and signing meeting. No-shows drop. Your day runs the way you planned it.
Send, sign, and store engagement letters and proposals without switching tools. Templates ready out of the box. E-signatures captured. Everything filed automatically.
Plan and queue posts to Facebook, LinkedIn, and Instagram from one dashboard. Stay visible to clients and prospects without spending an hour a day on it.
Most CPA firms either pay for a bilingual receptionist or lose Spanish-speaking clients to firms that have one. The AI360° voice agent solves both problems on day one. It answers in English or Spanish based on the caller, takes new client info, books appointments, and texts document links — without ever taking a lunch break.
Live Call — 6:47 PM
Caller: Hola, necesito ayuda con mis impuestos.
AI360°: Claro que sí. ¿Es usted un cliente nuevo o existente?
Caller: Soy nuevo.
AI360°: Perfecto. Le voy a enviar un enlace por mensaje de texto para empezar. ¿Cuál es el mejor número?
→ Lead captured. Intake form sent. Appointment booked.
The system flexes to your service mix — tax prep, bookkeeping, payroll, advisory, or any combination. Pipelines and workflows are configured around your actual practice.
1040, 1120, 1065, 1041 — every return type with its own intake checklist, document requests, and engagement workflow.
Monthly client check-ins, document collection, status updates, and recurring invoicing — all running in the background.
New employee onboarding, recurring run reminders, year-end W-2 collection, and quarterly filing alerts.
Higher-touch engagement workflows, proposal automation, recurring strategy session scheduling, and follow-up tracking.
The system effectively replaces the receptionist, intake coordinator, and follow-up assistant you can't justify hiring yet.
Multiple users, role-based access, partner-level reporting, and routing rules that send the right client to the right partner.
Spanish-speaking client base? The voice bot, intake forms, and reminder templates all run natively in both languages.
Built to handle the 60-day tax season surge without your team burning out — or you missing a single client touchpoint.
Because the system is pre-built, we're customizing a finished foundation for your firm — not constructing one from scratch. Most CPA firms launch within a month.
We map every step of how a new client moves through your firm today. Every dropped handoff, every missed touchpoint, every leak. You see exactly where the hours and revenue are going.
We customize the AI360° turnkey CPA system to your firm — your services, your branding, your team, your workflows. Voice bot trained on your offerings. Pipelines mapped to your service mix.
You go live. We stay close for 30 days to optimize everything in real conditions. After that, your firm runs on infrastructure that scales without adding headcount.
Straight answers to the things every firm owner wants to know.
It's a complete operational backend built specifically for accounting and tax firms. You get a fully configured CRM, bilingual AI voice bot, automated client intake pipeline, document collection, follow-up sequences, invoicing, review collection, referral tracking, and marketing automation. Unlike software you have to set up yourself, every component is pre-built and ready to launch — you customize a finished foundation, not a blank screen.
The AI360° voice bot answers your firm's phone in English or Spanish 24/7. It takes new client information, sends document request links by text, follows up on missing tax documents, books consultations directly to your calendar, and handles common questions about deadlines and services. It works through tax season without overtime, captures every after-hours call, and serves Spanish-speaking clients without requiring a bilingual receptionist on staff.
Most CPA firms are fully launched within 2 to 4 weeks. Because the system is pre-built, we're customizing a finished foundation for your firm rather than building from scratch. Week one covers audit and discovery. Weeks two and three cover customization and team training. Week four is launch with 30 days of close-touch optimization.
Yes — and solo CPAs typically get the most out of it. The system effectively replaces the front-desk receptionist, intake coordinator, and follow-up assistant you can't justify hiring yet. Small and mid-size firms use it to scale revenue without scaling headcount. Multi-partner offices use it to standardize how clients move through every partner's pipeline.
No. AI360° doesn't replace your tax preparation software, accounting platform, or document management system. AI360° lives in front of those tools — handling the client-facing operations like intake, communication, scheduling, document collection, follow-up, invoicing, and reviews. Your tax prep and bookkeeping software stay exactly as they are. AI360° is the layer between your clients and your back-office stack.
Yes. The platform uses encrypted document storage, secure client portals, audit logs, and role-based access controls. All client communications and document requests run through secure channels appropriate for handling sensitive financial information. Your firm maintains full ownership of client data at all times.
Pricing is custom quoted based on firm size, number of users, and scope. Engagements include a one-time setup fee plus a monthly retainer for ongoing platform access, support, and optimization. Most CPA firms see the system pay for itself in saved admin hours within the first 60 days. Book a free CPA automation audit and we'll put together a custom quote for your firm.
AI360° Network is based in Houston, Texas and serves CPA firms across the United States. It was founded by Errol T. Dobbins, a business systems architect who builds full-circle automation backends for growing firms. Errol also serves as Marketing Director for All Aboard ABA in Sugar Land, Texas.
25 automations every CPA firm should have running before next tax season. See which ones you're missing.
Book a free 30-minute CPA automation audit. We'll map your current client journey, show you the gaps, and walk you through how the AI360° turnkey system would close them. No pressure. No pitch. Just a clear picture of what's possible.
Houston, TX
Serving CPA firms nationwide
English & Spanish
The AI360° CPA system is built. It's tested. It's ready to run your firm. The only thing left is the conversation.
Book Your Free CPA Audit →See exactly which parts of your firm can run on autopilot — and which ones are costing you hours every week.
30 minutes. No pressure. No pitch. Just a clear picture of what's possible.