AI Readiness Assessment

Is your CPA firm ready for AI in audit, tax, and client services?

A free 6-minute assessment for CPA firms. Get your Top 3 ranked automation opportunities, a personalized 30-day roadmap, and a PDF report with quantified hour estimates.

Start the assessment

No account required · Your progress is saved locally

6 minutes

~18 decision screens with inline contextual branches. Auto-advances on single-select. CPA-specific.

Top 3 opportunities

Ranked by monthly hours wasted × urgency × ease score — no arbitrary 0-100.

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

~18 decision screens. Six minutes.

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What best describes your firm?

FAQ

Frequently asked

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.

Are you a corporate CFO or controller instead? Take the corporate AI readiness assessment →