CPA Directory Survey Question Title * 1. What type(s) of services does your firm provide? (select all that apply) Tax Accounting and Bookkeeping Audit Payroll Advisory Services Compliance Outsourced CFO OK Question Title * 2. What tax preparation software does you firm currently use? Lacerte ProConnect Ultra Tax CS Drake ProSystem FX Other OK Question Title * 3. How many employees does your firm have? Sole practitioner 2-4 5-9 10-19 20+ OK Question Title * 4. What are industry challenges your firm is currently facing? (Select all that apply) Meeting client expectations and offering value-added services Retiring employees and hiring the next generation of accounting and tax professionals Modernizing technology with new digital solutions like the cloud, AI, machine learning, big data, and analytics Advances in technology and automation and its impact on tax preparation Safeguarding client information, data privacy, and cyber security Attracting and retaining new clients Collaborating with internal teams and clients in a remote working environment Accessing business applications in a remote working environment OK Question Title * 5. How does your firm organize and manage client projects? Proprietary solution developed by internal IT organization Practice management software Project management and workflow software Microsoft Excel and other Microsoft Office products OK Question Title * 6. Are you currently evaluating practice management solutions? If so, what is your time frame on selecting a new vendor? 1-3 Months 3-6 Months 6-12 Months Not currently evaluating vendors OK Question Title * 7. What deployment options are you considering? SaaS (Cloud-based) On Premise Hosted (Private Cloud) Not Applicable OK Question Title * 8. Select all technologies that you are currently using to manage your firm. (select all that apply) Cloud email (e.g. Office365, Gmail) Hosted email (e.g. Microsoft exchange) Cloud accounting (e.g. QBO, Xero) Desktop accounting (e.g. QuickBooks Desktop) Communication (e.g. Slack, Teams) Practice management (e.g. OfficeTools, Canopy) Sales / proposal management (e.g. Practice Ignition, GoProposal) Document management (e.g. OneDrive, Box) Business intelligence (e.g. PowerBI) Time tracking (e.g. TSheets) OK Question Title * 9. How do you manage invoicing clients and payments? Credit card over the phone QuickBooks payment options Client direct mail checks Clients pay through our website using a 3rd party payment exchange OK Question Title * 10. Please provide your contact information to be entered to win our $500 Gift Card giveaway! Name Email Phone Number OK DONE