Digital Billions Group
AI Workflow Automation
— Tax Practice Engagement
A working conversation, captured in one place — so the automation we design fits the practice as it actually runs today, not how it runs on paper.
Purpose
This questionnaire is designed to be worked through together, in conversation, rather than handed off as a form. Some questions will be quick; others may need a few days to answer properly (file inventories, software lists). That's expected.
The goal is to build an accurate picture of how the practice actually runs today — not how it's supposed to run on paper — so the automation we design fits the real workflow and the people doing it.
Where a question doesn't apply, that's a useful answer too — mark it N/A and move on.
Questionnaire received
Thank you for walking through this with us. We'll review your answers and follow up to translate them into a phased scope of work.