Capacity map
We walk through your three heaviest workflows and estimate where recoverable time may exist, using assumptions you can inspect.
The Capacity & Compliance Audit
Thirty minutes. No slides. No pitch theater.
Meet with a PrivateStride partner to map where time is leaking, where unmanaged AI use may create risk, and what a realistic 90-day plan could look like.
On the call
Three useful answers in 30 minutes.
Bring a partner or firm leader who understands the work. You do not need to prepare files or share client data.
Shadow AI check
A short set of questions identifies where unmanaged AI use may already be creating unnecessary exposure.
The honest fit answer
If PrivateStride is not right for your firm, we will say so and explain the next step we would take instead.
What you leave with
A one-page findings summary.
It covers your estimated recoverable hours, likely unmanaged-AI exposure, the assumptions behind the estimate, and a realistic 90-day picture for a firm your size. It is yours whether or not we speak again.
Before you request a time
No client data needed.
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 audit is intended for a managing partner, operations leader, technology leader, or another person authorized to discuss firm workflows.
Request the audit
Tell us enough to make the first conversation useful.
The form opens a prewritten email in your email app. Review it, add any scheduling preferences, and send it when you are ready.