AI Readiness Checklist for Tax Professionals

Is Your Firm AI-Ready for Tax Season 2026?

A 2-Minute Self-Assessment to Find Out How Much Time You Could Save with AI.

How It Works

Answer each question based on your firm’s current processes.
Each “Yes” answer adds to your readiness score.
When you’re done, you’ll instantly see your AI Readiness Percentage and Readiness Level (Early, Developing, Advanced, or AI-Ready).
You’ll also receive your personalized results by email, along with recommendations to improve your firm’s efficiency before Tax Season 2026.

Ready? Click “Next” to begin your AI Readiness Checklist and find out how close your firm is to full automation.

1. Do you use any tools to automatically collect client tax documents? *

Yes

2. Are onboarding or payment reminders automated? *

Yes

3. Do tasks automatically route to the right person? *

Yes

4. Is repetitive data entry already automated? *

Yes

5. Do you use standardized client email templates? *

Yes

6. Is client data centralized in one secure system? *

Yes

7. Do you use AI to extract data from PDFs/forms? *

Yes

8. Is your document storage searchable by keyword or tag? *

Yes

9. Do you have automatic version control? *

Yes

10. Can your team access documents in real time? *

Yes

11. Are appointment reminders and scheduling automated? *

Yes

12. Do you use AI to draft or summarize client emails? *

Yes

13. Are follow-ups for missing documents automated? *

Yes

14. Do client updates happen automatically? *

Yes

15. Are personalized updates sent during tax season? *

Yes

16. Is client data encrypted and access-controlled? *

Yes

17. Do you use MFA and role-based permissions? *

Yes

18. Are AI tools vetted for data compliance? *

Yes

19. Do you have a cybersecurity or data policy? *

Yes

20. Could your systems pass a basic security audit? *

Yes

21. Has your team had AI training in the last year? *

Yes

22. Do you use AI tools (ChatGPT, tax automation software)? *

Yes

23. Do you have an AI adoption roadmap for 2026? *

Yes

24. Is someone responsible for AI or automation internally? *

Yes

25. Do you regularly evaluate new technologies? *

Yes

Please enter your information below so we can send you your AI Readiness Score:

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