Skip to content

📊

Free assessment

Accounting & Tax operations audit

Where your firm is bleeding partner hours, missed deadlines, and client communication in tax season and beyond. 6 questions, ~3 minutes — we send back a written assessment within 1 business day.

Tell us about your operations

1.How many active clients does your firm serve?
2.How does your team handle overflow during tax season?

January through April 15.

3.How do you collect tax documents from clients?
4.What happens to client calls after 5 PM?
5.How do you handle IRS notices for clients?
6.How often do clients ask for status on their return?

We'll send a written assessment to your email within 1 business day. No spam, no auto-enrolled drip — just the assessment and a follow-up if you want one.

What you'll get back

A concrete written assessment based on your answers — not a generic deck. Areas we cover for Accounting & Tax businesses:

  • Tax-season overflow capacity vs. client base
  • Document collection drag (how many partner hours go to chasing clients)
  • After-hours coverage gap and what it costs in lost clients
  • IRS notice response standardization
  • Client-status drag (how often partners get pulled into "where's my return?" calls)

Want to talk before submitting?

We can also do a 15-minute intro call about whether managed AI ops makes sense for your Accounting & Tax business.

Talk to sales See pricing