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CPA Directory Survey
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
2.
What tax preparation software does you firm currently use?
Lacerte
ProConnect
Ultra Tax CS
Drake
ProSystem FX
Other
3.
How many employees does your firm have?
Sole practitioner
2-4
5-9
10-19
20+
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
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
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
7.
What deployment options are you considering?
SaaS (Cloud-based)
On Premise
Hosted (Private Cloud)
Not Applicable
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)
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
10.
Please provide your contact information to be entered to win our $500 Gift Card giveaway!
Name
Email
Phone Number
Current Progress,
0 of 10 answered