Technology Assessment — Donnell & Company, P.A.

Contact Information

Company Name *

Your Name *

Your Email Address *

Microsoft 365 Environment

M365 Subscription Plan

Number of M365 Licensed Users

Which M365 Apps Does Your Team Currently Use?

List everything your staff actively opens on a regular basis.

Software Stack & Costs

Full Software List (every tool your firm currently pays for)

Include the tool name and approximate annual cost. Estimates are fine.

Estimated Total Annual Software Spend

Document Workflow

How Do Clients Submit Documents to Your Firm?

Where Are Firm Documents Stored?

How Are Completed Returns Delivered Back to Clients?

Is this process standardized across all staff?

Workflow & Project Management

How Is Work Assigned to Staff?

PM / Workflow Tracking Tool (if any)

Client Communications

How Does Your Team Handle Inbound Client Communications?

Is the Firm Interested in Secure Client Texting?

Internal Communication Tools

Remote Work & Florida Office

Number of Remote / Off-Site Staff

How Do Remote Staff Access Firm Files?

Florida Office / Partner Portal Needs

Tools Under Evaluation

Any Software or Platforms You're Currently Evaluating?

Priorities

What Is the #1 Technology or Workflow Problem You Want Solved First?

Anything Else Jackson Should Know Before the Visit?

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Technology Assessment Questionnaire