Free online assessment for tax and accounting firms
Find out if your client portal is ready for tax season
The 12-point checklist small tax firms use to find the gaps before February, now as a quick online assessment with instant results.
Free
- 12 yes-or-no checks
- About 10 minutes
- Instant results
How it works
Ten minutes to know where you stand
Built from the client portals we set up for tax and accounting firms.
Answer 12 quick checks
Yes-or-no questions across intake, documents, reminders, signatures, payment, and staff access.
See your gaps
Every gap is a place February will cost you time: a chased document, a status call, a late payment.
Close them before January
Fix the gaps yourself, or have us build them into your portal in about two weeks.
A few of the checks
- Every client has one secure place to upload documents: W-2s, 1099s and prior-year returns go to the client's own folder, not email attachments
- Engagement letters are e-signed before work starts, scope and fees agreed in writing up front
- Clients can check their return status without calling you: received, in progress, ready for review, filed
…plus 9 more covering reminders, payments, staff access, and seasonal handoff.
Your privacy matters. The information you provide here is used solely to generate your personalized results. We will never share or sell your data.
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Want us to go through your results with you?
Book a 20-minute planning call. We'll walk through your answers and tell you honestly what it would take to close the gaps before January.
Last updated: 2026-11-03