Free Resource · Small CPA firms
2026 Small CPA Firm Tech Stack Audit
PDF Checklist · 14 pages
Score your firm's tech stack against 2026 benchmarks across 12 categories and surface the 2-3 gaps costing you the most client capacity.
What's inside
- 12-category audit grid (practice mgmt, tax prep, workflow, payroll, CRM, bookkeeping, document mgmt, client portal, time tracking, reporting, email, AI layer)
- Tier scoring rubric (0-3 per category) with 2026 benchmarks
- 4 most-common firm stack archetypes (Traditional, Hybrid, Cloud-First, AI-Native) with fit notes
- Self-scoring worksheet — tally your total and plot against the 2026 readiness bands
- 2-3 specific upgrade paths based on your audit result
- Checklist of 22 questions to ask any software vendor before signing
Who this is for
2-10 person CPA, tax, or bookkeeping firms managing 50-200 clients on QuickBooks/Xero/Drake/TaxDome or similar stacks.
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Why this works
Pulled from real firm audits where the binding constraint is almost never "more features" — it's "fewer, better-integrated tools." This checklist surfaces the gap between what your stack delivers and what firms past the 75-client ceiling actually need.
The outcome
Finish with a written diagnosis of your 2-3 biggest gaps and a priority order for closing them.