A printable checklist for vetting any AI tool before it touches client data. Bring it to your next software review or WISP update, and use it with every tool your firm relies on—ours included.
Use the checklist to evaluate:
Apply the same questions consistently to every AI vendor your tax firm considers.
Fill out the form and the download starts instantly.
Liz Mason’s practitioner playbook for turning year-end check-ins into year-round planning work. Inside, you’ll find her full question bank, three planning packages, a 2027 engagement letter checklist, and a touchpoint calendar for the year ahead.
The SPA Test™ and the VALID Filter™ — two frameworks for evaluating accounting software without getting burned by a great demo. Plus the free template (and the Claude-in-Excel trick) I shared at Scaling New Heights 2026.