Firms evaluating AI-enabled platforms for audit, tax, and advisory work are navigating something genuinely new. The last generation of platform decisions had a defined vendor set and an IT-led process; this one touches governance questions, independence implications, and a buying motion most firms haven't yet mapped.
- Why this decision is structurally harder than the last generational platform change your firm made
- Who actually needs to be in the room, from managing partner to independence partner to IT and security, and when each one should engage
- The signals that separate a well-run evaluation from one that will stall for months
Firms know this decision is different. Most don't yet have a framework for making it, which is why structuring the process early matters more than moving fast.
