PROCUREMENT TOOLKIT
Stop Guessing Which AI Vendor Actually Protects CPA Data & Billable Hours.
The complete, committee-ready RFP specification and weighted scoring matrix built specifically for CPA and advisory firm partners evaluating AI automation vendors.
THE COST OF INACTION
The Core Risk: Fear of buying hyped AI software that hallucinates, breaches IRS Sec. 7216 privacy standards, or fails to integrate with tax software.
COMPLETE COMMITTEE TOOLKIT
- 01Editable Microsoft Word (.docx) RFP Master Specification
- 02Weighted Multi-Bid Vendor Scoring Matrix (.xlsx) with auto-formulas
- 03Partner Meeting Executive Briefing Cheatsheet (.pdf)
- 04IRS Sec. 7216 & FTC Safeguards Vendor Compliance Checklist (.pdf)
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PROCUREMENT TOOLKIT
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PACKAGE INCLUDES
- Editable Microsoft Word (.docx) RFP Master Specification
- Weighted Multi-Bid Vendor Scoring Matrix (.xlsx) with auto-formulas
- Partner Meeting Executive Briefing Cheatsheet (.pdf)
- IRS Sec. 7216 & FTC Safeguards Vendor Compliance Checklist (.pdf)