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!
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

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 upgrade to PRO 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 upgrade to PRO 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 upgrade to PRO 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 upgrade to PRO 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 upgrade to PRO today.