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AI Workflow Audit / CPA scorecard

12 QUESTIONS · ABOUT 3 MINUTES · NO EMAIL REQUIRED

How organized is
your firm’s AI?

A quick look at your tools, governance and daily workflows. Answer for the way your firm works today.

Your answers stay in this tab. This self-assessment is a conversation starter, not a compliance certification.

0 of 12 answered
01 / Does your firm have a written AI usage policy?
02 / Who approves new AI tools before staff use them?
03 / Do you know which AI tools your staff actually use?
04 / Which AI tools touch client data, and is that written down?
05 / How do clients get documents to you?
06 / How many hours per week does your team spend chasing documents?
07 / How many systems is client data re-keyed between during prep?
08 / Where do engagements queue longest?
09 / Has a workflow been AI-tested with a measured before and after?
10 / Do you use the AI features in your tax or audit software?
11 / Has staff had training on AI use for accounting work?
12 / Who owns AI strategy at the firm?

Complete all 12 questions to see your result.

How the score works

Each question contributes 0–2 points, for a maximum of 24. Most choices increase from 0 to 2 in the order shown. For the question about queues, any systematic bottleneck scores 0; “Nowhere systematic” scores 2.

0–8: Ungoverned. 9–16: Experimenting. 17–24: Managed. These are editorial self-assessment bands, not a validated industry benchmark.

A conversation is a good start.

Tell us what’s stalling.

Bring a question. Explore a possibility. Find your next step.

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