Technology Assessment — Donnell & Company, P.A.

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Contact Information

Company Name *

Your Name *

Your Email Address *

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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.

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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

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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?

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Workflow & Project Management

How Is Work Assigned to Staff?

PM / Workflow Tracking Tool (if any)

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Client Communications

How Does Your Team Handle Inbound Client Communications?

Is the Firm Interested in Secure Client Texting?

Internal Communication Tools

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Remote Work & Florida Office

Number of Remote / Off-Site Staff

How Do Remote Staff Access Firm Files?

Florida Office / Partner Portal Needs

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Tools Under Evaluation

Any Software or Platforms You're Currently Evaluating?

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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