The 2026 MTSO Tech Stack Checklist

49 checks across intake, workflow, security, records, billing and continuity — the questions worth answering before you renew, migrate, or sign a new platform.

Unlock the checklist

Enter a work email and we will send a 6-digit code — the full checklist opens on this page once you confirm it. We use the address to follow up once on the checklist itself; nothing else, and no list.

Intake to signoff

Dictation channels, work pool, QC stages, delivery — the path a report actually takes.

Security and records

BAA, encryption, access control, audit trails, retention and a restore you have tested.

Money and exit

Line counting, exports, integrations, true cost per line, and how you would leave.