Step 1 of 4 · Free Practice Audit

Let's start with the basics

Two minutes now means your call starts with answers, not questions. We review every audit by hand before we meet.

First name Last name Work email Phone Firm name Your role

Step 2 of 4

Tell us about the practice

Size shapes the build. There's no wrong answer here.

What kind of office is it?

Returns filed per season

People in the office (including you) Tax software you prepare in

Step 3 of 4

Pick everything that sounds like last season. It tells us exactly which workers to bring to your call.

How do client documents reach you today? (all that apply)

Step 4 of 4

One or two sentences in your own words is perfect.

When do you want this running?

Firm website (if you have one) City & state

Your Practice Automation Score

0/ 100

Your full breakdown report is on its way to your email.