Five Software Vendors Win Top Honors in CPA Firm Survey

Winners: Intuit, CCH, Thomson, Accountants World, Doc.it, XCM

By Randy Johnston and Leslie Garrett
Accounting Firm Operations & Technology Survey

Intuit, CCH, Thomson, Accountants World, Doc.it, and XCM are the winners of the 5th Annual Accounting Firm Operations and Technology (AFOT) Survey Awards.

The report is available for purchase exclusively from CPA Trendlines at https://store.cpatrendlines.com/shop/afot/

In the survey, respondents identify the software used in their accounting firm that has the greatest impact on their firm's profitability, risk mitigation, and productivity.

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SURVEY: The Return of Spam

Trend Watch: Spam is back with a new vengeance.

More Accounting Firm Operations and Technology Survey: IT Decisions Often Shared | Portals, Text Gaining Ground for Communication | Firms Willing to Swap Tax Suppliers | Firms Largely Content with Websites | Security, Updates Top Tech Annoyances | Remote Access Use Sliding Down | Mergers on the Mind
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Q: What is your biggest email challenge?
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SURVEY: Firms Looking Inward for IT Support

Trend Watch: In-house IT is trending toward being more common.

More Accounting Firm Operations and Technology Survey: QuickBooks Dominates Client Accounting | Firms Willing to Swap Tax Suppliers | Firms Largely Content with Websites | Referrals Still Top Channel for New Clients | Security, Updates Top Tech Annoyances | How Savvy CPAs Use the AFOT Survey to Make Smarter Business Decisions | Lions and Tigers and Blockchain and Bots, Oh My!
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Q: How is IT support handled in your firm?
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SURVEY: Firms Willing to Swap Tax Suppliers

Trend Watch: Firms are shifting their tax suppliers.

 

Q: Please identify your firm’s TAX software.

 

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

Other answers:

  • Corporate office
  • Intuit ProFile
  • TaxPrep
  • Vertex (2)
  • Xero

 

More Accounting Firm Operations and Technology Survey: 42% of Firms Spending More on Technology | Scanner Strategy Goes Hybrid | QuickBooks Rules Internal Accounting | ‘Presence’ Not a Priority for CPA Firms | Tablet Use Remains Low | Email Hosting Done Outside Office | Accountants Shaky on Email Archive Policies | You’re Not Tech-Savvy If You’re Not Cyber-Safe, Too
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SURVEY: 42% of Firms Spending More on Technology

Trend Watch: Firms believe technology investment is paying off.

 

Q: How does your firm’s technology budget compare to last year?

 

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

More Accounting Firm Operations and Technology Survey: Scanner Strategy Goes Hybrid | Firms Largely Content with Websites | Referrals Still Top Channel for New Clients | Security, Updates Top Tech Annoyances | Remote Access Use Sliding Down
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

SURVEY: Scanner Strategy Goes Hybrid

Trend Watch: Firms are choosing both centralized and desktop scanning.

 

Q: Do you use a centralized scan strategy or have a scanner at
everyone’s desk?

 

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

More Accounting Firm Operations and Technology Survey: Firms Largely Content with Websites | QuickBooks Online More Than Half of SaaS Use | Fewer but Larger Monitors in Use | Tax in the Cloud Gaining Favor | Cloud Usage Still Spotty | Hidden Risks in Document Retention Practices | Keep Pace First, Change Will Come (Like It or Not) | Lions and Tigers and Blockchain and Bots, Oh My!
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SURVEY: Firms Largely Content with Websites

Trend Watch: Firms seem to be pretty happy with their current websites.

 

Q: What is your plan for a website for your firm?

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

More Accounting Firm Operations and Technology Survey: 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: QuickBooks Online More Than Half of SaaS Use

Trend Watch: QuickBooks Online seems to be taking off.

 

Q: To which of the following Web-based SaaS accounting
applications does your firm subscribe? (Select all that apply.)

 

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

Other answers:

  • Auto Kept
  • AZTS DaaS
  • Eagle Wings Statutory Statement
  • Expensify, Adobe tools, Fathom
  • GoSystems Tax
  • Gusto and TSheets
  • Harvest
  • Hosted Quickbooks through GoToMyERP
  • ImagineTime and SmartVault
  • InvoiceSherpa
  • Jetpack
  • ProfitCents
  • QBox
  • Smart Center
  • TSheets
  • XCM

More Accounting Firm Operations and Technology SurveyQuickBooks Rules Internal Accounting | Referrals Still Top Channel for New Clients | Security, Updates Top Tech Annoyances | Remote Access Use Sliding Down | Mergers on the Mind | How Savvy CPAs Use the AFOT Survey to Make Smarter Business Decisions
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