survey: ‘presence’ not a priority for cpa firms

trend watch: indicators show no significant change in real-time availability.

 

q: does your firm use any software that helps show real-time
availability of employees (e.g. “on the phone” or “idle and
available”), sometimes referred to as presence indicators?

 

chart of survey results

survey answers
source: accounting firm operations and technology survey

 

other answers:

  • microsoft skype for business
  • phone system software and messaging software
  • practice cs – thomson reuters (2)
  • skype (2)
  • slack
  • thomson reuters and our phone system

more accounting firm operations and technology survey: 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!
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survey: security, updates top tech annoyances

trend watch: security awareness increased notably and change management continues to be an issue.

 

q: what are the biggest technology issues or annoyances with your
firm? (select three.)

 

chart of survey results

survey answers
source: accounting firm operations and technology survey

other answers:

  • backups, extreme cost of cloud hosting
  • ease of use, lack of intuitive design
  • effective communication
  • frequent cosmetic changes to sas applications – qbo
  • getting all data backed up to the cloud
  • hardware/software performance, slow processing issues
  • having time to learn all capabilities of the technology
  • merger issues
  • required to change windows operating systems
  • setting them up and importing the data then maintaining. takes too much time.
  • slow computers/network
  • technology companies only care about selling product and training and take little time to really understand our firm and needs.
  • unsure
  • user support
  • web portal integration w/ut and ease of use for clients

more accounting firm operations and technology survey: 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!
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survey: tax in the cloud gaining favor

trend watch: firms are more amenable to get tax in the cloud.

 

q: how likely are you to implement a web-hosted / cloud-based /
software-as-a-service version of one or more of your firm’s tax
and accounting applications over the next two years?

 

chart of survey results

list of survey answers
source: accounting firm operations and technology survey

 

more accounting firm operations and technology survey: 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!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

survey: tablet use remains low

trend watch: limited work is done on tablets/ipads.

 

q: please estimate what percentage of your accountants and staff
use tablets/ipads to complete work-related tasks.

 

chart of survey results

list of survey answers
source: accounting firm operations and technology survey

 

more accounting firm operations and technology survey: 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!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

survey: remote access use sliding down

trend watch: remote access is trending down with exception of a tethered smartphone.

 

q: what does your firm use for wireless access outside of the office?

 

chart of survey results

 

list of main answers provided
source: accounting firm operations and technology survey

other answers:
• clients’ internet
• clients’ internet or wifi at home
• cradlepoint
• thanks
• verizon hotspot

more accounting firm operations and technology survey: 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!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

survey: cloud usage still spotty

trend watch: the adoption of cloud services is selective.

q: does your firm use any service that could be defined as “cloud” computing – i.e. hosted software/server or hosted communications? (select all that apply.)

 

chart of survey results
source: accounting firm operations and technology survey

 

other answers:

• appriver
• ms 365
• project management (smartsheet)
• qbox – hosted quickbooks
• sharefile
• terminal server
• thomson reuters virtual office, quickbooks online; right networks quickbooks hosting
• time and billing (imaginetime), storage (smartvault)
• too many to list
• unitrends
• unsure
• wave and qbo
• we are private-cloud hosted in a secure data center

 

more accounting firm operations and technology survey: email hosting done outside office | mergers on the mind | hidden risks in document retention practices | accountants shaky on email archive policieshow 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!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

survey: email hosting done outside office

trend watch: outsourcing an exchange server is more common.

 

q: does your firm utilize an exchange server internally or is your email hosted outside of the office?

 

chart of survey results
source: accounting firm operations and technology survey

 

 

more accounting firm operations and technology survey: 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!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

survey: mergers on the mind

trend watch: firms continue to look at acquiring other firms.

q: have you considered expansion via merger or acquisition?

survey responses

 

 

source: accounting firm operations and technology survey

more accounting firm operations and technology survey: hidden risks in document retention practices | accountants shaky on email archive policieshow 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!

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survey: hidden risks in document retention practices

trend watch: more than six in 10 firms failing to follow smart, safe document retention practices.

q: does your firm have a document retention policy for purging digital files?

survey results
source: accounting firm operations and technology survey

 

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!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

survey: accountants shaky on email archive policies

trend watch: too few firms have clear email archival strategies.

 

q: what is your firm’s primary email archiving practice; where do you archive messages?

survey responses
source: accounting firm operations and technology survey

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!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

soloists lead profession in mobile tech

but most firms still keep their accountants desk-bound.

49 percent of solo cpas work 11 percent or more time from a location other than their office. <a href="//www.g005e.com/shop/afot/">source: accounting firm operations and technology survey</a>
49 percent of solo cpas work 11 percent or more time from a location other than their office. accounting firm operations and technology survey

by randy johnston and leslie garrett
accounting firm operations and technology survey

despite the increasing availability of cloud technology and mobile apps that ensure you can be instantly transported into your familiar desktop workspace while working remotely, accountants are still not working from everywhere, according to the 4th annual accounting firm operations and technology survey.

more survey results: 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!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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keep pace first, change will come (like it or not)

man scratching head while standing at crossroadsbuckle up, buttercup, but remember the choices are yours.

by seth fineberg
accounting firm operations and technology survey

if you’ve been paying attention, albeit sporadically, you’ve gleaned that the accounting profession as a whole – much like small businesses in general – is at a crossroads.

more from afots: you’re not tech-savvy if you’re not cyber-safe, too | lions and tigers and blockchain and bots, oh my!
goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

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you’re not tech-savvy if you’re not cyber-safe, too

digital padlocks illustrationsecurity must be both a priority and a habit.

by ranica arrowsmith
accounting firm operations and technology survey

as the profession faces a future filled with the promises of artificial intelligence, machine learning and ever-increasing automation, it’s easy to forget a key point: without security, technology can come back to bite you.

more from afots: lions and tigers and blockchain and bots, oh my!

 

goprocpa.comexclusively for pro members. log in here or 2022世界杯足球排名 today.

 

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