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

Question Title

* 2. What tax preparation software does you firm currently use?

Lacerte

ProConnect

Ultra Tax CS

Drake

ProSystem FX

Other

Question Title

* 3. How many employees does your firm have?

Sole practitioner

2-4

5-9

10-19

20+

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

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

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

Question Title

* 7. What deployment options are you considering?

SaaS (Cloud-based)

On Premise

Hosted (Private Cloud)

Not Applicable

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)

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

Question Title

* 10. Please provide your contact information to be entered to win our $500 Gift Card giveaway!

Name

Phone Number