CPA FIRMS QUESTIONNAIRE

1
Which of the following more closely represents what you believe about digital innovation in CPA firms?* This field is required.
An useful operational cost
An overvalued operational cost
A somewhat relevant opportunity to improve quality of service
A significant opportunity to to improve quality of service and quality of employee work life balance
2
Which of the following business innovations have you tried in the last 3 years to increase revenue?* This field is required.
Creating a monthly recurring service based on bespoke solutions
Creating technology consulting opportunities where your company informs customers on best tech choices for their operations
Drastically reducing working hours on repetitive activities for your staff
Automating a portion of the communication and information exchange with your customers via sms, emails, chat apps, automated phone calls, document exchange
None of the previous ones and I regret it
None of the previous ones and I do not think they are important
Other
3
Which of the following do you believe is most important for your customers about your services?* This field is required.
Avoiding errors in tax filing by checking all manually
Avoiding errors in tax filing by utilizing a combination of artificial intelligence and human supervisory
Delegating error and quality control to machines because they are more precise and increase immediacy and depth of customer relationships
None of the above
4
Which of the following do you use in your practice to automate processes?* This field is required.
Basic workflows with Zapier or Integromat
Basic workflow with Microsoft Flows
Advanced desktop workflows that remove the operator from having to stay in front of a PC to manually attend a multitude of software and processes, using UiPath
Advanced desktop workflows that remove the operator from having to stay in front of a PC to manually attend a multitude of software and processes in an intelligent way, using UiPath or Automation anywhere, OR Power Automate AND Artificial Intelligence
None of the above but i would seriously consider automating workflows with the new NoCode technologies
None of the above but and I feel this is all irrelevant to my financial performances
Other
5
Which of the following do you believe is true about your tax services?* This field is required.
I am actively analyzing how to improve my work processes to reduce repetition
I have acquired software in the last 3 years that reduces the amount of time spent in data entry operations
I have adopted a combination of personalized solutions to reduce the need for an operator to be in front of a PC and perform data entry in tax filing while maintaining a robust error avoidance best practice
None of the above but I am considering starting this
None of the above but I believe this is not an area where automation will bring benefits
I do not care about this topic
6
Which of the following innovations have you implemented?* This field is required.
Automatic filing of income tax forms without operator at the pc
Automatic filing of income tax extensions forms without operator at the pc
Automatic filing of property tax forms without operator at the pc
Automatic auditing of sales and use tax without operator at the pc
Automatic filing of sales tax forms without operator at the pc
None of the above but i would say a few from above would be a net improvement in office productivity
None of the above and I do not feel automating in this area will result in better productivity or business performances
Other
7
Which of the following do you believe is true about your finance and advisory services?* This field is required.this is required
I am actively analyzing how to grow my business in this area
I am actively analyzing how to grow my business in this area and acquiring new tech skills to increase precision of my work and volume throughout
I have adopted a combination of personalized solutions to reduce the need for an operator to stay in front of a PC performing data entry in analytics while creating a number of predictive analytics services for my customers
None of the above but I am considering starting this
None of the above and I believe this is not an area where automation will bring benefits
I do not care about this topic
8
Which of the following innovations have you implemented?* This field is required.this is required
Analysis of receivables and payables with ordinary Microsoft Excel or similar software
Automatic analysis of receivables and payables with auto machine learning software
Automatic analysis of cash flow with auto machine learning software
Real time analysis of customer’s financial data
Demand forecasting with ordinary excel or similar software
Automatic demand forecasting with auto machine learning software
None of the above but i would say a few from above would be a net business opportunity
None of the above and I do not feel automating in this area will results in financial performances for my practice .
Other
9
Which of the following do you believe is true about PRACTICE MANAGEMENT HELP?* This field is required.
I believe it is unnecessary to improve my practice business performances
I believe that the type of software present on the market is sufficient to cover most needs and no additional innovation is required
I believe that the type of software present on the market is sufficient to cover most needs but pricing is too high and innovation is required
I believe that the type of software present on the market is insufficient to help us reaching the right level of productivity and additional innovation is required
I believe that new technologies such as artificial intelligence and robotic process automation can allow us to personalize our workflow to extend to provide us with a competitive edge. Therefore I would invest in education and technology that empower my practice to differentiate in the marketplace.
I do not care about this topic
10
Which of the following do you believe is true about communicating with customers?* This field is required.
I believe we should communicate only in person or on the phone when strictly necessary
I believe that trying to get documents, sending reminders and having my customers staying informed is a nice to have option in my practice
I believe that in our world immediacy and convenience are service quality differentiators. It is a must to keep my customers updated in timely fashion and to make it simple for them to interact with my practice at their convenience.
I believe that gathering information from customers, sending them reminders and keeping them updated is an excessive operational burden and would gladly cut costs in this area.
I do not care about this topic
11
Which of the following innovations have you implemented or plan to implement?* This field is required.
Adopt a practice management software
Automatic collection and organization of files and documents from customers
Automatic schedule reminders for customers on all the channels, e.g. email, text, chats such as Facebook messenger and WhatsApp
Two way intelligent conversations such as answering email questions automatically with solutions that partially automate the question and answer flow
Automated and personalized podcast/content delivery to keep my customers informed about topics that are specific them in a very convenient way
Automatic demand forecasting with auto machine learning software
None of the above but I would say a few from above would be a net business opportunity
None of the above and I do not feel automating in this area will result in improved financial performances for my practice.
Other
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Type a question
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