CPA Firms

The 2026 Agentic AI Readiness Checklist for CPA Firms

This content introduces "The 2026 Agentic AI Readiness Checklist for CPA Firms," a practical assessment tool for managing partners to score their firm's AI maturity across five dimensions. It emphasizes that agentic AI is a business imperative, urging firms to identify intelligence gaps costing them time and revenue rather than just considering AI adoption.