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AI READINESS ASSESSMENT

Is your operating model ready for AI?

AI cannot fix a weak operating model, it will only expose it. Learn the four shifts tax and audit leaders must get right to protect project margins.
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WHAT'S IN THIS GUIDE

Close execution gaps and stop expensive write downs

High-performing firms are cleaning their data and operating from a shared version of reality. This checklist helps you move from billable hours to margin control.

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Assess your current data foundation

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Identify four critical operating shifts

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Compare planned versus actual margins

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Forecast capacity without manual spreadsheets

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Set guardrails for governed AI usage

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Get your AI readiness checklist

See if your operating model is built for faster delivery and higher profitability. Most firms have gaps in their data that make AI hard to use. This checklist shows you how to fix those gaps and stop losing money on small mistakes. Get your copy today to start working smarter.

"Simple tools cannot solve complex problems. But the sophistication of Certinia allows for solving complex problems."
Tyler Flora, Senior Director of Professional Services, Avalara

See the latest trends in tax and audit

Read the 2026 Thomson Reuters report to see how 1,100 of your peers are using AI. Learn why only 18% of firms can currently prove their AI is working.
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