survey

New benchmarks and insights on file storage and data management.

By Randolph Johnston, Leslie Garrett PhD,
and Brian F. Tankersley, CPA.CITP, CGMA
The Accounting Firm Operations and Technology Survey

Keeping email data locally seems to be a significant strategy among accounting firms.

But storing email data locally raises these concerns: READ MORE →

Tech survey: Many firms blithely unaware of vulnerabilities

By Randolph Johnston, Leslie Garrett PhD,
and Brian F. Tankersley, CPA.CITP, CGMA
The Accounting Firm Operations and Technology Survey

Accounting professionals are obligated to maintain the integrity and security of clients’ data. The survey reveals firms seem to install technology and let it run without controls.

Additionally, smaller firms perceive less risk and may have incorrectly concluded they are not a target for outside attack. Conversely, firms may not have the expertise, budget or desire to manage technology in use. READ MORE →

New benchmarks and trends on application software. 

By Randolph Johnston, Leslie Garrett PhD,
and Brian F. Tankersley, CPA.CITP, CGMA
The Accounting Firm Operations and Technology Survey

Historically, firms have tried to use a single-publisher strategy, believing that the integration built into the software has more value. But that may be changing. READ MORE →

Windows 8 deployment is led by solo practitioners.

By Randolph Johnston, Leslie Garrett PhD,
and Brian F. Tankersley, CPA.CITP, CGMA
The Accounting Firm Operations and Technology Survey

The profession is rapidly retiring older operating systems, according to The Accounting Firm Operations and Technology Survey.

Upgrading your network operating system has the potential to be somewhat of a blind spot and growing security threat for practices of all sizes. The accounting profession is showing signs of understanding this threat. READ MORE →

New benchmarks on tech spending and decision-making.

By Randolph Johnston, Leslie Garrett PhD,
and Brian F. Tankersley, CPA.CITP, CGMA
The Accounting Firm Operations and Technology Survey

While 90% of all firms in The Accounting Firm Operations and Technology Survey did not have a per-person technology budget, we were quite surprised to see that 88% of large firms and 85% of mid-sized firms also reported that they did not use a per-person technology budget. READ MORE →

Ask a practicing accountant what keeps them awake at night, and you’ll get many of the same answers in one form or another: clients, expenses, staff or technology. And that’s borne out in the first annual Accounting Firm Operations and Technology Survey, offered exclusively by CPA Trendlines. READ MORE →