trend watch: spam is back with a new vengeance.
more accounting firm operations and technology survey: it decisions often shared | portals, text gaining ground for communication | firms willing to swap tax suppliers | firms largely content with websites | security, updates top tech annoyances | remote access use sliding down | mergers on the mind
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q: what is your biggest email challenge?
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trend watch: it decisions are spread among all roles.
q: who makes recommendations for primary technology
purchases in your firm? (select all that apply.)
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trend watch: firms are communicating less on almost every channel except for text and web portal.
q: identify how your firm handles communications with customers
and prospects. (select all that apply.)
read more →
trend watch: in-house it is trending toward being more common.
more accounting firm operations and technology survey: quickbooks dominates client accounting | firms willing to swap tax suppliers | firms largely content with websites | referrals still top channel for new clients | security, updates top tech annoyances | how savvy cpas use the afot survey to make smarter business decisions | lions and tigers and blockchain and bots, oh my!
q: how is it support handled in your firm?
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trend watch: five accounting software apps ranked by popularity among professionals. read more →
trend watch: firms are shifting their tax suppliers.
q: please identify your firm’s tax software.
other answers:
more accounting firm operations and technology survey: 42% of firms spending more on technology | scanner strategy goes hybrid | quickbooks rules internal accounting | ‘presence’ not a priority for cpa firms | tablet use remains low | email hosting done outside office | accountants shaky on email archive policies | you’re not tech-savvy if you’re not cyber-safe, too
trend watch: firms believe technology investment is paying off.
q: how does your firm’s technology budget compare to last year?
more accounting firm operations and technology survey: scanner strategy goes hybrid | firms largely content with websites | referrals still top channel for new clients | security, updates top tech annoyances | remote access use sliding down
trend watch: firms are choosing both centralized and desktop scanning.
q: do you use a centralized scan strategy or have a scanner at
everyone’s desk?
more accounting firm operations and technology survey: firms largely content with websites | quickbooks online more than half of saas use | fewer but larger monitors in use | tax in the cloud gaining favor | cloud usage still spotty | hidden risks in document retention practices | keep pace first, change will come (like it or not) | lions and tigers and blockchain and bots, oh my!
trend watch: firms seem to be pretty happy with their current websites.
q: what is your plan for a website for your firm?
more accounting firm operations and technology survey: how savvy cpas use the afot survey to make smarter business decisions | keep pace first, change will come (like it or not) | you’re not tech-savvy if you’re not cyber-safe, too | lions and tigers and blockchain and bots, oh my!
trend watch: quickbooks online seems to be taking off.
q: to which of the following web-based saas accounting
applications does your firm subscribe? (select all that apply.)
other answers:
more accounting firm operations and technology survey: quickbooks rules internal accounting | referrals still top channel for new clients | security, updates top tech annoyances | remote access use sliding down | mergers on the mind | how savvy cpas use the afot survey to make smarter business decisions
trend watch: quickbooks dominates internal accounting.
q: please identify your firm’s internal accounting system.
other answers:
more accounting firm operations and technology survey: referrals still top channel for new clients | fewer but larger monitors in use | tax in the cloud gaining favor | cloud usage still spotty | hidden risks in document retention practices | keep pace first, change will come (like it or not)
trend watch: referrals remain the primary source of new clients.
q: which of the following channels brings your firm new clients?
(select all that apply.)
other answers:
more accounting firm operations and technology survey: fewer but larger monitors in use | ‘presence’ not a priority for cpa firms | security, updates top tech annoyances | tax in the cloud gaining favor | tablet use remains low | remote access use sliding down | cloud usage still spotty | email hosting done outside office | mergers on the mind | hidden risks in document retention practices
trend watch: fewer rather than more monitors is the trend, likely caused by the adoption of larger screen sizes.
q: how many monitors, connected to a single workstation,
do you have on your primary work desk?
other answers:
more accounting firm operations and technology survey: ‘presence’ not a priority for cpa firms | security, updates top tech annoyances | tax in the cloud gaining favor | tablet use remains low | remote access use sliding down | cloud usage still spotty | email hosting done outside office | mergers on the mind | hidden risks in document retention practices | accountants shaky on email archive policies | how savvy cpas use the afot survey to make smarter business decisions | keep pace first, change will come (like it or not) | you’re not tech-savvy if you’re not cyber-safe, too | lions and tigers and blockchain and bots, oh my!