Free assessment for CPA firms, bookkeepers, and tax practices. 7 questions. 2 minutes.

What type of accounting practice are you?

Solo CPA / bookkeeper

Small firm (2-10 professionals)

Mid-size firm (11-50)

Large / regional firm (50+)

Virtual / cloud-first practice

Tax-only / seasonal practice

How automated is your bookkeeping and categorization?

Manual data entry from bank statements

Basic QuickBooks/Xero with manual cleanup

Bank feeds with rule-based auto-categorization

AI-assisted categorization with anomaly detection

Fully autonomous with AI reconciliation

How do you handle tax preparation workflow?

Paper organizers and manual data entry

Scan-and-populate with manual review

Integrated workflow with auto-population

AI-assisted with smart review flagging

AI-first prep with human sign-off only

What's your average hours per tax return (individual 1040)?

8+ hours

5-8 hours

3-5 hours

1-3 hours

Under 1 hour (AI-assisted)

What's your client retention rate?

Under 75%

75-85%

85-90%

90-95%

95%+

How do you handle advisory services beyond compliance?

We don't — compliance only

Basic year-end tax planning

Quarterly advisory meetings

AI-powered proactive advisory alerts

Continuous AI monitoring with automated client insights

What's your biggest challenge in 2026?

CPA talent shortage / staff retention

Client fee pressure / commoditization

Technology adoption and training

Keeping up with tax law changes

AI disruption of traditional services

Your Accounting & Tax AI Efficiency Score

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