You Don’t Think Technology Helps Get New Clients?

"Good vs. evil in technology" illustration using laptopsTurn “necessary evil” into “welcome angel.”

By Hitendra Patil

“New clients do not come to me because I have an accounting software and/or a tax software. They hire me because I am a CPA.” A small firm owner from Los Angeles recently expressed this, on the condition of anonymity.

Does that summarize how accountants view technology spending? The new Accounting Firm Operations and Technology Survey gives us a surprising insight into how PRIMARY technology purchasing decision-makers view technology spending.

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Key findings from this survey indicate: