Alarm bells should ring over tax returns being emailed insecurely and low use of social media.
By Randolph P. Johnston, Leslie Garrett and Brian F. Tankersley
The Accounting Firm Operations and Technology Survey
Workflow and process management ranks as a top concern for all segments, and practitioners have a new wave of workflow automation tools in early 2016, including Karbon, Pascal Workflow and Scalus, which have just emerged from beta testing, while other new products such as Intapp have entered the accounting profession after focusing in other professional markets.
MORE FROM THE SURVEY: SURVEY RESULTS: Accounting Firms Add New Service Lines | SURVEY RESULTS: How Top Tech Vendors Are Failing CPAs in the Cloud | Master Change, Master the Future | Why Every CPA Firm Is a Tech Company at Heart
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While innovation is good, we caution users to run pilot projects for a period of time on any workflow system before you implement.
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