Trend Watch: Firms believe technology investment is paying off.
Q: How does your firm’s technology budget compare to last year?
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
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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?
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!
Trend Watch: Firms seem to be pretty happy with their current websites.
Q: What is your plan for a website for your firm?
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!
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.)
Other answers:
More Accounting Firm Operations and Technology Survey: QuickBooks 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
Trend Watch: QuickBooks dominates internal accounting.
Q: Please identify your firm’s INTERNAL accounting system.
Other answers:
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)
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.)
Other answers:
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
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?
Other answers:
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 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!
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?
Other answers:
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!
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.)
Other answers:
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!
Trend Watch: Firms are more amenable to get tax in the cloud.
Q: How likely are you to implement a web-hosted / cloud-based /
Software-as-a-Service version of one or more of your firm’s tax
and accounting applications over the next two years?
More Accounting Firm Operations and Technology Survey: 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!
Trend Watch: Limited work is done on tablets/iPads.
Q: Please estimate what percentage of your accountants and staff
use tablets/iPads to complete work-related tasks.
More Accounting Firm Operations and Technology Survey: 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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