Your business, briefly
What your business does, how work moves through the team, and where AI is already being used.
The PrivateStride Fit Call
30 minutes, no preparation, no client data needed.
Thirty minutes with a PrivateStride partner. We talk through your business and recommend cloud-hosted or in-building and the assessment that fits. If you have already chosen, tell us which assessment you want.
On the call
Bring an owner, executive, or business leader who understands the work. You do not need to prepare files or share client data.
What your business does, how work moves through the team, and where AI is already being used.
Where your data goes today, what your private AI should do first, and whether cloud-hosted or in-building is the right location.
If PrivateStride is not right for your business, we will say so and explain the next step we would take instead.
If the assessment makes sense, we send the engagement letter the same day. If it doesn't, we tell you what we'd do instead, and there's nothing to buy.
Before you request a time
Describe workflows at a high level. Do not include client names, taxpayer information, credentials, documents, or other confidential information in the request or on the introductory call.
The fit call is intended for an owner, executive, managing partner, or another person authorized to discuss business workflows.
Request a fit call
30 minutes, no preparation, no client data needed.