new tech investments drive profit forecasts for‘busy season’
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key findings
the key strategic issues professionals face this busy season, are:
going paperless (scanning, storage, etc.)
improved client service and communications (online service and delivery)
improved efficiency (dual monitors, software upgrades, faster internet connections)
more…key new investments are:
tax software
printer/scanner/copier/fax
laptop/notebook
“going paperless†is the hot-button issue of the year.
top “concerns:â€
client privacy
viruses/spyware/malware
catastrophic loss of data
respondents are predominantly owners and senior executives from public accounting firms.
in a separate analysis, the professionals who are most optimistic and best prepared for the busy season are also more likely to be:
integrating and consolidating software applications,
strengthening their marketing strategies, and
adding new security and backup systems.
most are “on schedule†or “ahead” of plan in preparing for tax season.
top lessons learned from last year, to be applied this year, include:
going paperless,
improved scheduling and
tighter management.