AI is already in your firm. Is it safe?
Sixteen questions. Three minutes. You get an honest readiness score and the specific next steps for your firm. No email required.
How AI-ready is your firm, actually?
Sixteen questions across the four areas that matter most for CPA firms: data governance, compliance alignment, tooling fit, and staff readiness. They're drawn from the same assessment we run with clients in person. You'll get a score, a readiness level, and specific next steps tailored to your gaps.
16
questions
~3 min
to complete
Free
no email required
Honest answers get an honest result. No one's grading you.
What We Evaluate
The four things every CPA firm needs to get right.
These are the categories the quiz scores you on, and the same categories the full written assessment covers in depth.
Data Governance & Confidentiality
Where client data actually lives, which AI tools would touch it, and whether anything you're considering (or already using) sends taxpayer data somewhere it shouldn't.
Compliance Alignment
How AI use squares with IRS Pub 4557, the FTC Safeguards Rule, and your Written Information Security Plan.
AI Tooling Fit
Which AI features in the software you already pay for are safe to enable, and which third-party tools are worth a controlled pilot.
Staff Readiness & Policy
Whether your team has the training and clear guardrails so AI saves time instead of creating exposure.
Why It Matters
The question isn't whether to use AI. It's whether you're in control of it.
For accounting firms, the risk isn't missing out. It's adopting AI by accident, with no policy and no idea where client data is going.
Microsoft 365 Copilot and AI features in CCH, practice-management, and document tools are arriving whether you opt in or not.
Staff are already pasting client information into public AI chatbots, and most firms have no policy that says they can't.
The FTC Safeguards Rule and IRS Pub 4557 don't mention "AI" by name, but they absolutely cover where client data goes.
The firms that get ahead of this, with a clear policy and the right tools, get the productivity upside without the exposure.
How It Works
Quiz first. Full written report on request.
The quiz above gives you an instant snapshot. For a written report scoped to your firm's actual environment, request it from the result screen.
Take the 3-minute quiz
Sixteen questions across the four areas above. You get an instant score, a readiness level, and tailored next steps.
Request the full report (optional)
Want it written up properly? Hit "Get the full report" on the result screen and we'll schedule a 60-90 minute working session.
Receive your written report
Within 5-7 business days of the working session you get a written report: data-exposure findings, recommended-tools shortlist, policy gaps, and a prioritized roadmap.
30-minute review call (optional)
Walk through the findings with our team. Ask questions, discuss priorities, no sales pressure. The report is yours to keep and act on, with us or without us.
Why Trust Us
We speak accounting, and we speak IT.
100+ CPA firms currently trust Tech Advisors with their IT and security. Our founders were practicing CPAs before they built an MSP, so an AI readiness review from us is grounded in how accounting firms actually work, the software you actually run, and the compliance rules you actually answer to.