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Resources

Practical guides for firms that need the work to hold up later.

Start with the AI automation field guide, then use the checklists when you need a tighter security or compliance review.

Read the AI field guide Book a 30-minute readiness review

Featured field guide

The BC professional services AI automation field guide

A weekly-reviewed guide for choosing one supportable AI workflow before adding another tool. It covers governance, evidence, red zones, source citations, and the first workflow by vertical.

Best first step: pick your firm type, then use the readiness questions before comparing vendors.

Open the hub Inspect the sources

Pick your firm type

Checklists and downloads

Use these when you need a narrower review.

Checklist

CPABC Inspector-Ready IT and AI Checklist for BC Accounting Firms

A 12-point checklist built for BC CPA firms preparing for CPABC practice inspections. Covers workpaper-QA AI governance, inspector expectations, Canadian data residency, and CaseWare integration controls.

Open resource

Not sure where to start?

Bring one workflow, one risk, or one messy handoff.

We will look at the systems involved, the data sensitivity, who owns the review, and what evidence needs to exist after the work is done.

Book a 30-minute readiness review