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Request ShaktiCompass: Audit of wokflow for CPA and Accounting Firms

Takes ~2–3 minutes to complete this request

CONFIDENTIALITY: All information shared is private and used only for your engagement with Shakti AI, protecting both your privacy and our internal processes.

Shakti Compass - a Process Automation Audit is a fixed-price, firm-wide diagnostic covering Tax, Bookkeeping, and Payroll.

This audit is designed to give your firm a of how work actually flows today—and where automation will deliver the highest ROI.

Before we begin, we ask a few questions to confirm fit and prepare for a productive walkthrough.

What you get:
✔ Comprehensive current-state swimlane (source of truth) ✔ Friction analysis and Automation Impact Scorecard ✔ Opportunity backlog and ROI Prioritization Quadrant

No complex software. No sensitive data required. No obligation to continue.

Complete this form to request an Automation audit

First Name

Last Name

Business Name

Email Address

Your Role

Partner / Owner

Managing Partner

Operations / Practice Manager

Other

If other, please specify

Contact Number

Your Firm Size

Solopreneur

2-5

6-15

16+

This is a diagnostic engagement only. No implementation or tool purchase is required.

Untitled checkboxes field

I understand this is a fixed-price audit and not an implementation project.

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