Today’s Top 3 Tech Problems: Security, Client Onboarding and Workflow

Process automation and tech strategy make the list.

The Accounting Firm Operations and Technology Survey

Security and risk management top the list of technology issues challenging accountants, but they’ve dropped over the past year. Meanwhile, there’s growing concern over business process consistency and cost reduction.

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Firm size plays a role. The largest firms register uniform business processes and integration challenges as their roughest points, while those rank at the low end for solos, who fret more over security and risk management.

Both ends call out application updates more than those in the middle, and training worries mid-size firms more than anyone else.