THE CHALFANT GROUP
Self-Assessment · For Accounting Firms

AI & Automation Exposure Self Assessment

A scored reading of where your firm stands on AI — its exposure, its efficiency baseline, and what clients and carriers now expect. Answer as the person responsible for firm operations — managing partner, COO, or firm administrator. If you have to guess at an answer, score the guess honestly: the guessing is data.

12 questions4 minutesScored methodology

Your answers are used only to prepare your report, are deleted once it is delivered, and are never used to train models. Terms · Privacy