SURVEY: 47% of Firms Involve Admin in Tech Buys
Trend Watch: Where firms have delegated authority, firm administrator involvement is greater, and trust in firm administrators is increasing.
Here’s what you’re looking for: Accounting Firm Operations and Technology Survey
SURVEY: More Firms Rely on Admins
Trend Watch: Value of firm administration continues to increase.
Answers are below. For more breakout stats and thought leadership, see the Accounting Firm Operations and Technology Survey.
SURVEY: More Firms Jump on the Business Consulting Bandwagon
Trend Watch: Services are down across the board, with exception to tax planning and business consulting. Audit services rose considerably, likely because of greater participation from partners in this survey.
For more breakout stats and thought leadership, see the Accounting Firm Operations and Technology Survey.
SURVEY: Tech Study Shifts Focus toward More Partner-Level Participants
Trend Watch: Increased partner involvement, managing partner and partner is up, professional staff and sole practitioner is down.
For more breakout stats and thought leadership, see the Accounting Firm Operations and Technology Survey.
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.
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: IT Decisions Often Shared
Trend Watch: IT decisions are spread among all roles.
Q: Who makes recommendations for PRIMARY technology
purchases in your firm? (Select all that apply.)
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SURVEY: Portals, Text Gaining Ground for Communication
Trend Watch: Firms are communicating less on almost every channel except for text and web portal.
Q: Identify how your firm handles communications with customers
and prospects. (Select all that apply.)
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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!
Q: How is IT support handled in your firm?
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SURVEY: How QuickBooks Dominates Client Accounting
Trend Watch: Five accounting software apps ranked by popularity among professionals. READ MORE →
SURVEY: Firms Willing to Swap Tax Suppliers
Trend Watch: Firms are shifting their tax suppliers.
Q: Please identify your firm’s TAX software.
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
