AI Readiness Assessment
Is your CPA firm ready for AI in audit, tax, and client services?
A free 5-minute assessment. 23–32 questions across 6 CPA-specific pillars, tailored to your firm. Get a 0-100 readiness score and a personalised PDF report with the AI tools that close your busiest-season bottlenecks.
No account required · Your progress is saved locally
5 minutes
23–32 quick questions, tailored to your firm. CPA-specific — written for managing partners, partners, and senior managers.
0-100 score
6 firm-area pillars: Audit, Tax, Client Accounting, Client Services, Practice Management, AI Adoption.
PDF report
Downloadable instantly. Forwardable to your partner group or your peer-review committee.
Practice-specific tools
Mapped deterministically from your lowest-scoring area — audit workpaper assembly, 1040 prep, multi-client close, partner capacity.
The Assessment
Twenty-three to thirty-two questions. Five minutes.
How many CPAs work at your firm?
Includes partners, senior managers, and staff — anyone with a CPA license.
FAQ
Frequently asked
·Who is this for?
Managing partners, partners, and senior managers at US CPA firms — anyone considering AI tools but unsure where their firm stands. We cover audit, tax, client services, and practice management — not corporate finance.
·How long does it take?
About 5 minutes. 23–32 multiple-choice questions, tailored to your firm, plus an optional short text describing your top workflow to improve.
·Is the score biased toward FinAdvantage products?
No. The score is a pure, deterministic function of your answers — no LLM, no vendor logic. The recommendations are mapped from your lowest-scoring areas to the workflow that closes that gap. We show the math.
·Do I need to create an account?
No. The assessment is free, public, and un-gated. We only ask for your email at the end so we can generate your personalised PDF report.
·What happens to my data?
We store your answers and email in our database so we can generate your report and our team can follow up if you opt in. You can unsubscribe from any email at any time. We do not sell your data to third parties. See our Privacy Policy.
·Can I retake it?
Yes — you can retake it as often as you like and share the report link with anyone on your team. Each submission updates your report.
Are you a corporate CFO or controller instead? Take the corporate AI readiness assessment →