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2026 PASBA Survey - Tech Stack
To help us better understand your Tech Stack, please answer the following questions.
*
1.
Contact Info:
(Required.)
Name:
Company:
Email:
2.
Tax Preparation Software?
UltraTax
Intuit
Drake
Lacerte
CCH
Other (please specify)
3.
Who from your office manages this:
Name:
Title:
Email:
4.
Accounting & Bookkeeping Software:
QBO
Xero
Dillner's
Thomson Reuters
Other (please specify)
5.
Who from your office manages this:
Name:
Title:
Email:
6.
Payroll Software:
Thomson Reuters
Dillner's
isolved
QB Payroll
IRIS
Gusto
Execupay
ADP
Other (please specify)
7.
Who from your office manages this:
Name:
Title:
Email:
8.
Document Management:
DocuSign
Adobe
SafeSend
Hubdoc
GoProposal
PandaDoc
Dillner’s File Center
Thomson File Cabinet
Qount
TaxDome
Other (please specify)
9.
Who from your office manages this:
Name:
Title:
Email:
10.
Document Delivery:
Canopy
Karbon
Citrix Sharefile
Client Hub
TaxDome
Liscio
Google Drive
Dropbox
Microsoft One Drive
Other (please specify)
11.
Who from your office manages this:
Name:
Title:
Email:
12.
Practice Management & Workflow Automation:
Qount
Karbon
Canopy
Jetpack Workflow
CID Practice Management
TaxDome
Production Management
Other (please specify)
13.
Who from your office manages this:
Name:
Title:
Email:
14.
Communication & Collaboration:
Slack
Microsoft Teams
Zoom
RingCentral
Other (please specify)
15.
Who from your office manages this:
Name:
Title:
Email:
16.
CRM:
TaxDome
Canopy
Hubspot
Salesforce
Karbon
Other (please specify)
17.
Who from your office manages this:
Name:
Title:
Email:
18.
What stage are you at in implementing AI into your office?
Full throttle – We're all in and actively using it
Feet wet – We've started, but it's still early
Not yet started – Haven't begun implementation yet
Other (please specify)
19.
What are you using for AI, other than ChatGPT/Gemini/Co-Pilot/Claude?
20.
Which AI tools have been rolled out firm-wide?
21.
Who from your office manages AI implementation:
Name:
Title:
Email:
22.
What are the top 5 apps you use to gain efficiency:
23.
Anything else you would like to share about your Tech Stack?
