SURVEY: Webroot Tops Virus Fighters

Microsoft, Norton close behind.

The Accounting Firm Operations and Technology Survey

Regardless of how many new software tools come onto the market, one constant remains: an anti-virus has to be part of your firm’s mix.

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MORE: SURVEY: You’re Probably Not Reading This on an iPad | Cloud Backup Declining | Firms Battle Disruptions in Communications and Workflows | M&A Looms Large for 30% of Firms

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We hope those who reported “none, N/A or unsure” just didn’t know what they were using, as that figure stretched from 4.8 percent for solos to an alarming 21.4 percent for extra-large firms of 101-plus.

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SURVEY: You’re Probably Not Reading This on an iPad

The only uptick appears at the end of the spectrum.

By the Accounting Firm Operations and Technology Survey

Portability has been popular in many ways, but somehow that isn’t extending to iPads and other tablets in the accounting profession.

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Percentage of staff using tablets or iPads for work. (AFOT)

MORE: Cloud Backup Declining | Only 19% of Firms Host Email | Pandemic Changed Work for 64% | Today’s Top 3 Tech Problems: Security, Client Onboarding and Workflow
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Among CPA Trendlines readers, there’s a 74% chance you’re reading this on a desktop computer and a 25% chance you’re on a mobile device (most likely an iPhone), with less than 1% probably using a tablet, based on our Google Analytics figures for the past 12 months.

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The bigger the firm, the more likely they’re using tablets or iPads.

The heaviest users of tablets and iPads are the largest firms.
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Firms Report IT Buys, Budgets

Laughing businesswoman talking on the phone in office in front of four monitorsCentralized scanning is common, backup appliances less so.

By CPA Trendlines Research
Accounting Firm Operations and Technology Survey

The 2021 Accounting Firm Operations and Technology Survey has turned up interesting findings in how firms are maximizing their use of technology.

MORE: Dell Tops in Accountant Tech | Tech Vexes 58% of Solos | Firms on the Brink of Big Spending
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Here are some highlights, but note that percentages related to “all firms” are heavily skewed to firms of under 10 employees, which accounted for 66 percent of respondents:

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Cloud Backup Declining

Appliances are considerably behind. But who’s still using tape?

The Accounting Firm Operations and Technology Survey

Backing up to the cloud is in a curious position. It’s the most popular primary system for accounting firms, but it’s on a decline, whether it’s handled by the firm or a vendor.

bar chartCloud backup was chosen by 37.3 percent of respondents to the Accounting Firm Operations and Technology Survey, down from 42.3 percent.

MORE: Only 19% of Firms Host Email | 52% of Firms Look Outside for IT Support | Firms Battle Disruptions in Communications and Workflows | Pandemic Changed Work for 64% | Pandemic? What Pandemic? | M&A Looms Large for 30% of Firms | Today’s Top 3 Tech Problems: Security, Client Onboarding and Workflow | Today’s Top 3 Problems: Staffing, Workflow and Tech
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Backup appliances were chosen by 21.3 percent as shown in the chart below.

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SURVEY: Only 19% of Firms Host Email

The percentage keeps shrinking.

The Accounting Firm Operations and Technology Survey

Email is a core tool but that doesn’t mean firms want to be in charge of it. Only 18.8% of accounting firms choose to operate their own mail servers internally. The option is most popular among extra-large firms (101+ employees) and medium firms (11-50), at 46.7% and 42% respectively.

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MORE: 52% of Firms Look Outside for IT Support | Firms Battle Disruptions in Communications and Workflows | Pandemic Changed Work for 64% | Pandemic? What Pandemic? | M&A Looms Large for 30% of Firms | Today’s Top 3 Tech Problems: Security, Client Onboarding and Workflow | Today’s Top 3 Problems: Staffing, Workflow and Tech
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52% of Firms Look Outside for IT Support

“I’ll just handle it myself” is the answer for 28 percent.

The Accounting Firm Operations and Technology Survey

More than half of accounting firms look outside their walls to solve information technology issues, but that doesn’t mean they all do it the same way.

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MORE: Pandemic Changed Work for 64% | Pandemic? What Pandemic? | M&A Looms Large for 30% of Firms | Today’s Top 3 Tech Problems: Security, Client Onboarding and Workflow | Today’s Top 3 Problems: Staffing, Workflow and Tech
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An external consultant is an answer 30.9 percent of the time, for projects or as needed, with a managed service provider taking on the rest. Of respondents who handle things on their own, 80 percent are solo practitioners, while full-time IT staff or an IT department are 60 percent likely at extra-large firms. READ MORE →

Firms Battle Disruptions in Communications and Workflows

Next up? Scheduling and PAPER.

The Accounting Firm Operations and Technology Survey

COVID-19 and its variants forced a number of challenges upon the accounting profession. Accountants are telling us that tops on that list were communication and workflow, at 49.4 and 49.1 percent respectively. Even solos felt the burn, at 40.6%, so it wasn’t all internal communication to blame, although large firms of 51-100 felt it most sharply, at 60%.

Survey Results

Top Corona Problems: Communication, workflow, and digitizing paper top the list.

MORE: Pandemic Changed Work for 64% | Pandemic? What Pandemic? | M&A Looms Large for 30% of Firms | Today’s Top 3 Tech Problems: Security, Client Onboarding and Workflow | Today’s Top 3 Problems: Staffing, Workflow and Tech
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Some responses that didn’t hit the top six still were notable. Postal mail was called out by 21.9 percent, including 40 percent of solos and 33.3 percent of large firms. Solos also reported phone calls and lost income at 24.6 percent. Despite most groups saying lost income was a challenge, relatively few put that figure anywhere near the one for paying bills, except extra-large firms noting 11.8 percent difficulty with lost income and 5.9 percent with paying bills.

Details by Firm Size READ MORE →

Pandemic Changed Work for 64%

Extra-large firms had the easiest going.

The Accounting Firm Operations and Technology Survey

COVID-19 threw some in accounting – 3 percent – into turmoil, while 61.4 percent reported that some change was in order.

 

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MORE: Pandemic? What Pandemic? | M&A Looms Large for 30% of Firms | Today’s Top 3 Tech Problems: Security, Client Onboarding and Workflow | Today’s Top 3 Problems: Staffing, Workflow and Tech
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