How to Join the Accounting Firm and Operations Technology Survey

Join the survey here. Get the results.

By CPA Trendlines
The Accounting Firm Operations and Technology Survey

The 6th Annual Accounting Firm Operations and Technology Survey is now open and has begun gathering responses for next year's edition. CPA firms can join the survey here. Participants will be eligible to receive a copy of the full report in a PDF ebook, expected to be delivered in May 2019, at no charge to participants. Meanwhile, the current edition can be purchased here for instant download as a PDF ebook and in print.

Next year's report will feature a fresh new design, trend lines and consultative commentary from authors Randy Johnston, CEO, Network Management Group, Inc., and Brian Tankersley, Principal of Tankersley Consulting.  “The survey’s validity is hugely important to us; we take this aspect seriously due to critical operational and technology decisions being made by practitioners based on the trend lines our survey reveals,” says Tankersley. “This survey is the premier benchmarking tool for practitioners nationally.”

“We are always pleased to understand the technology in use by CPA firms across the United States. The survey provides operational information to CPA Firm Leading or Managing Partners while revealing new trends,” says Johnston.  The AFOT Survey continues to lead the profession as the nation’s most valid and complete, professional and insightful presentation of data impacting decisions being made centered on technology budget spend, software adoption and practice management. “I’ve learned something of note every year of the survey,” continued Johnston.

About the AFOT Survey

  • 91 multiple choice survey questions.
  • 30 minutes is the average amount of time required to complete the survey.
  • Only one survey respondent per firm is required; the survey respondent will receive the AFOT Survey eBook via email on or before May 1st, 2018.
  • Who is the best person to take the survey in your firm? The person most familiar with operations, practice management and technology and how decisions in the firm are made.

Survey areas include:

  • Demographics
  • Practice Management
  • Technology Management
  • Operating Systems
  • Computer Hardware
  • Application Software
  • File and Data Storage/Management
  • Remote Access/Internet/Telecommunications
  • Technology Spending, Decision-making
  • Annoyances and Trends