Free · 3 minutes · No obligation

How digitally ready is your practice?

Answer 15 short questions about how your practice runs today. In three minutes you will see exactly where you stand on five dimensions that matter, and what to do next.

Start the assessment → See how it works →

Built for owner-run practices

Your report

What you will receive.

Score and tier

An overall score out of 100 and a clear tier showing where your practice sits.

Dimension breakdown

Performance across five dimensions so you can see where the practice is strong and where to focus.

Quick wins and roadmap

Three actions you can take this week, and a phased roadmap so you know what to do next.

5 dimensions

What the assessment covers.

Fifteen questions across five dimensions that shape how a practice runs, grows and stays safe.

Dimension 1

Practice systems

How the practice management, tax and accounting platforms run day to day.

Dimension 2

Client onboarding and workflow

How new clients are brought on, engagement letters are managed and jobs move through the practice.

Dimension 3

Data collection and turnaround

How client data is collected, chased, received and processed.

Dimension 4

Advisory and reporting

How the practice delivers insights beyond compliance and whether reporting goes beyond the annual accounts.

Dimension 5

Security and continuity

Backups, access, client confidentiality and what happens on a bad day.

Led by a former CTO of a $60M to $70M national enterprise, including a programme that cut 42% of technology operating spend.

How it works

Three minutes to clarity.

1

Answer 15 questions

Pick the option closest to how things work today. No preparation needed.

2

Get your report

See your score, tier, dimension breakdown, quick wins and a phased roadmap.

3

Book a free review

Walk through your report with us. We come prepared with recommendations specific to your practice.

Start now →
Free · 30 minutes · No obligation

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