ShaktiDiscovery: CPAs and Accountants Automation and Efficiency checklist
Takes ~6–8 minutes, no technical knowledge required
Find your automation score: How efficient is your CPA form?
This is a simple, non-technical self-check to help you uncover where automations can save your firm time, reduce errors, improve cash flow, and boost client satisfaction.
CONFIDENTIALITY: All information shared is private and used only for your engagement
with Shakti AI, protecting both your privacy and our internal processes.
Self Check: CPAs and Accountant
Is your firm a CPA Firm or Accountant
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Is your firm a CPA Firm or Accountant
This Self-Discovery checklist is completed by:
1.1 How many professionals work at your firm?
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1.1 How many professionals work at your firm?
1.2 What systems do you currently use (click all that apply)
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1.2 What systems do you currently use (click all that apply)
2.1 Do you have an online intake form that feeds into your systems?
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2.1 Do you have an online intake form that feeds into your systems?
2.2 How often do you manually create client folders and engagement checklists
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2.2 How often do you manually create client folders and engagement checklists
2.3 Are onboarding tasks (welcome emails, checklist creation, folder setup) automated
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2.3 Are onboarding tasks (welcome emails, checklist creation, folder setup) automated
3. Document creation & Management
3.1 Do clients upload documents through a secure portal?
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3.1 Do clients upload documents through a secure portal?
3.2 When clients upload documents, does your system automatically sort them by type (w2, 1099, etc...)?
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3.2 When clients upload documents, does your system automatically sort them by type (w2, 1099, etc...)?
3.3 Are missing document reminders automated (eg. Follow-ups, Scheduled)?
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3.3 Are missing document reminders automated (eg. Follow-ups, Scheduled)?
4. Tax Prep & Filing flow
4.1 Do you check document readiness before importing into tax prep software?
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4.1 Do you check document readiness before importing into tax prep software?
4.2 Are tax preparation stages (Awaiting Docs--> Prep--> Review--> Filed) automatically tracked?
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4.2 Are tax preparation stages (Awaiting Docs--> Prep--> Review--> Filed) automatically tracked?
4.3 Do you send status updates to clients automatically? (eg. "In Preparation', "Ready for review")
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4.3 Do you send status updates to clients automatically? (eg. "In Preparation', "Ready for review")
5.1 Are invoices generated automatically based on engagement stage or service delivery?
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5.1 Are invoices generated automatically based on engagement stage or service delivery?
5.2 Are payment reminders automated (before/after due dates)?
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5.2 Are payment reminders automated (before/after due dates)?
5.3 Do you track accounts receivable status and overdue clients automatically?
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5.3 Do you track accounts receivable status and overdue clients automatically?
6.1 Are tasks and next steps for each engagement automatically created?
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6.1 Are tasks and next steps for each engagement automatically created?
6.2 Does your system alert staff when an engagement enters a bottleneck stage?
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6.2 Does your system alert staff when an engagement enters a bottleneck stage?
6.3 Are staff assignments and reminders automated?
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6.3 Are staff assignments and reminders automated?
7.1 Does your email system classify incoming client messages (payment issue, document submission, general questions)?
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7.1 Does your email system classify incoming client messages (payment issue, document submission, general questions)?
7.2 Are common replies utilize templates and are auto-sent?
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7.2 Are common replies utilize templates and are auto-sent?
7.3 Do you notify clients automatically when their status changes?
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7.3 Do you notify clients automatically when their status changes?
8.1 Do you have dashboards showing the following? Choose all that you have.
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8.1 Do you have dashboards showing the following? Choose all that you have.
8.2 Are any of these automatically delivered via email?
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8.2 Are any of these automatically delivered via email?
9. Integration & Workflow automation
9.1 Are your core systems connected so the data flows without manual entry?
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9.1 Are your core systems connected so the data flows without manual entry?
9.2 Does your team spend less than 2 hours/week on manual repetitive tasks?
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9.2 Does your team spend less than 2 hours/week on manual repetitive tasks?
9.3 Do you rely on spreadsheets as a single source of truth?
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9.3 Do you rely on spreadsheets as a single source of truth?
Automation readiness score:
16 to 30 = Some automation, many gaps
31 to 45 = Moderately automated
46 to 60 = Highly automated
What happens after you submit?
You will get a customized report based on your submission that shows your Automation readiness score and which processes you should automate first to drive highest ROI (time savings and cash acceleration).
We can also review the results with you — no obligation, no software pitch, and no disruption to your existing systems.
