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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SURVEY: QuickBooks Rules Internal Accounting

Trend Watch: QuickBooks dominates internal accounting.

Q: Please identify your firm’s INTERNAL accounting system.

 

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

Other answers:

  • ABC
  • AME Software Products
  • CPAS
  • Dillners Full Contact Accounting
  • Excel
  • PC Software
  • QuickBooks Online Accountant
  • QuickBooks Premier Accountants version
  • Sage and Bill.com
  • SouthWare

More Accounting Firm Operations and Technology Survey: Referrals Still Top Channel for New Clients | 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)
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SURVEY: Referrals Still Top Channel for New Clients

Trend Watch: Referrals remain the primary source of new clients.

 

Q: Which of the following channels brings your firm new clients?
(Select all that apply.)

 

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

Other answers:

  • Accounting referral service
  • Direct marketing (2)
  • Intuit Pro Advisor website
  • Niche marketing strategy
  • Speaking and writing
  • Specific local print advertising

 

More Accounting Firm Operations and Technology Survey: Fewer but Larger Monitors in Use | ‘Presence’ Not a Priority for CPA Firms | Security, Updates Top Tech Annoyances | Tax in the Cloud Gaining Favor | Tablet Use Remains Low | Remote Access Use Sliding Down | Cloud Usage Still Spotty | Email Hosting Done Outside Office | Mergers on the Mind | Hidden Risks in Document Retention Practices
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SURVEY: Fewer but Larger Monitors in Use

Trend Watch: Fewer rather than more monitors is the trend, likely caused by the adoption of larger screen sizes.

 

Q: How many monitors, connected to a single workstation,
do you have on your PRIMARY work desk?

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

Other answers:

  • One, but it is a 34” curved monitor
  • 34” curved and laptop (actually covers about four screens)

More Accounting Firm Operations and Technology Survey: ‘Presence’ Not a Priority for CPA Firms | Security, Updates Top Tech Annoyances | Tax in the Cloud Gaining Favor | Tablet Use Remains Low | Remote Access Use Sliding Down | Cloud Usage Still Spotty | Email Hosting Done Outside Office | Mergers on the Mind | Hidden Risks in Document Retention Practices | Accountants Shaky on Email Archive PoliciesHow 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!
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.

 

SURVEY: ‘Presence’ Not a Priority for CPA Firms

Trend Watch: Indicators show no significant change in real-time availability.

 

Q: Does your firm use any software that helps show real-time
availability of employees (e.g. “on the phone” or “idle and
available”), sometimes referred to as presence indicators?

 

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

 

Other answers:

  • Microsoft Skype for Business
  • Phone system software and messaging software
  • Practice CS – Thomson Reuters (2)
  • Skype (2)
  • Slack
  • Thomson Reuters and our phone system

More Accounting Firm Operations and Technology Survey: Security, Updates Top Tech Annoyances | Tax in the Cloud Gaining Favor | Tablet Use Remains Low | Remote Access Use Sliding Down | Cloud Usage Still Spotty | Email Hosting Done Outside Office | Mergers on the Mind | Hidden Risks in Document Retention Practices | Accountants Shaky on Email Archive Policies | 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: Security, Updates Top Tech Annoyances

Trend Watch: Security awareness increased notably and change management continues to be an issue.

 

Q: What are the biggest technology issues or annoyances with your
firm? (Select three.)

 

Chart of survey results

Survey answers
Source: Accounting Firm Operations and Technology Survey

Other answers:

  • Backups, extreme cost of cloud hosting
  • Ease of use, lack of intuitive design
  • Effective communication
  • Frequent cosmetic changes to SAS applications – QBO
  • Getting all data backed up to the cloud
  • Hardware/software performance, slow processing issues
  • Having time to learn all capabilities of the technology
  • Merger issues
  • Required to change Windows operating systems
  • Setting them up and importing the data then maintaining. Takes too much time.
  • Slow computers/network
  • Technology companies only care about selling product and training and take little time to really understand our firm and needs.
  • Unsure
  • User support
  • Web portal integration w/UT and ease of use for clients

More Accounting Firm Operations and Technology Survey: Tax in the Cloud Gaining Favor | Tablet Use Remains Low | Remote Access Use Sliding Down | Cloud Usage Still Spotty | Email Hosting Done Outside Office | Mergers on the Mind | Hidden Risks in Document Retention Practices | Accountants Shaky on Email Archive Policies | 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!
GoProCPA.comExclusively for PRO Members. Log in here or upgrade to PRO today.