april2021 - 18

FEATURE
* TaxWorkFlow (4.5%)
* XCM Workflow (3.9%)
* Tax Dome (2.2%)
* Pascal Workflow (2.1%)
* Autonomy iManage Workflow Manager (1.5%)
* Other (1.9%)

OTHER WORKFLOW TOOLS:
WINNER: GruntWorx (16.6%)
Runners Up:

* Intuit Tax Import or DMS for Lacerte and ProSeries
(14%)
* Citrix ShareFile for Accountants (10.1%)
* Wolters Kluwer CCH ProSystem fx Systems (10%)
* Canopy (8.2%)
* Thomson Reuters GoFileRoom/Practice CS/
Workpapers CS (6.1%)
* eFileCabinet (5.2%)
* Bill.com (4.7%)
* Expensify (4.6%)
* SmartVault (4.2%)
* OfficeTools WorkSpace by AbacusNext (3.7%)
* Doc.IT (3.6%)
* SurePrep (2.6%)
* Karbon Workflow Management (2.4%)
* Suralink (2.1%)
* Audit Dashboard (1%)
* Tallie (0.9%)

WEBSITE BUILDERS & SERVICES
FOR ACCOUNTING FIRMS

* CountingWorks/ClientWhys/TaxBuzz (11%)
* CPA Site Solutions from ProSites (9.8%)
* Thomson Reuters Web Builder CS (7.6%)
* Build Your Firm (7.5%)
* Wolters Kluwer CCH ProSystem fx SiteBuilder (6.5%)
* Tenenz AFSB or Integer (5.8%)
* Rootworks (5%)
* CPASites.com (4%)
* AccountantsWorld Website Relief (3%)
* Network Management Group (NMGI) WebCare (2.9%)
* Other (8.9%)

FAVORITE CPE PROVIDER

Insight: Whether keeping up on the latest
change in tax, A&A, firm management or
technology, earning CPE credit is mandatory
for CPAs.
WINNER: CPAAcademy (15.9%)
Runners Up:
* Drake CPE (12%)
* AICPA (9%)
* Surgent CPE (7.5%)
* MyCPEwebinars (6.5%)
* NATP (5.2%)
* CPA Practice Advisor
(5%)
* TaxSpeaker (4.7%)
* TaxBook (4.6%)

* NASBA (3.7%)
* Spidell (3.2%)
* Canopy CPE (2.5%)
* IRS (2.3%)
* Becker CPE (2.2%)
* Thomson Reuters
Checkpoint (2.1%)
* Western CPE (1.8%)
* Other (11.8%)

Insight: Yes, you still need a website. No,
a Facebook page is not adequate. These
systems make it easy and affordable to create
a firm website and keep it up-to-date.
WINNER: GetNetSet (16%)
Runners Up:

REMOTE TECHNOLOGIES
RIGHT NETWORKS: 28.1%

OUTSOURCED TECHNOLOGY
SERVICES

Thomson Reuters Virtual Office CS/SaaS: 17.9%
Drake Hosted: 14%
Network Management Group Inc. (NMGI): 9.5%
Network Alliance: 9.2%
CPAASP/InsynQ: 4.5%
AbacusNext Private Cloud and
Cloudnine Realtime: 4%
Ace Cloud Hosting: 2.4%
Cetrom CPA Cloud: 1.1%
Other: 9.3%

18

APRIL 2021 ■

* L.A. Accounting Show (2.7%)
* CCH Connections (2.6%)
* N.Y. Accounting Show (2.6%)
* FICPA Florida Show (2.2%)
* Scaling New Heights (2%)
* AICPA Digital CPA (2%)
* Sage Intacct/Summit (2%)
* ICPA Summit Chicago (1.6%)
* XeroCon (1.5%)
* New Jersey Accounting Show (1.4%)
* Avalara CRUSH (1%)
* Toronto Accounting Show (0.4%)
* Other (59%)

* In-Person Seminars/Conferences (29.4%)
* Self Study with Tests (28.4%)
* Other (2.1%)

SMALL BUSINESS ACCOUNTING
SYSTEMS

Insight: Perhaps with so many working from
home due to Covid, professionals are missing
interaction with their peers, since most voters
had a preference for in-person CPE events.
There are many other ways to earn CPE, of
course: online, through conferences, through
paid events, and via state societies.
WINNER: Live Online Webcasts (40.1%)
Runners Up:

WHICH CONFERENCES DO YOU
ATTEND?

Insight: Remember conferences? While
most were canceled or went digital in 2020,
it looks like technology companies are tentatively scheduling their events to take place
in person again starting later in 2021. Professionals frequently attend conferences to learn
of new tax and accounting laws and trends,
firm management issues and technologies.
A lot of state society shows were listed in
the " other " category. Many respondents
attended more than one conference.
WINNER: QuickBooks Connect (12.0%)
Runners Up:
* NAEA National Conference (5.5%)
* Thomson Reuters Synergy (3.6%)
* AICPA ENGAGE (Las Vegas) (3.4%)
* NATP (3.2%)

* Drake SiteDart Website Services (12%)

ASP/HOSTED SOLUTION
PROVIDERS

HOW DO YOU PREFER TO EARN
CPE?

Insight: These companies offer a variety
of hosting and outsourced business
process services. Of the votes for the
solutions listed, the results were:
WINNER: Right Networks (29.6%)
Runners Up:

* Network Management Group Inc. (NMGI) (16.9%)
* InsynQ/CPAASP (14.2%)
* CPA2Biz Email Solutions (12.3%)
* CollBox (6.2%)
* Ace Cloud Hosting (6.1%)
* Cetrom (3.6)
* Cloudnine Realtime by AbacusNext (3%)
* AppRiver (2.7%)
* Other (5.4%)

www.CPAPracticeAdvisor.com

Insight: There are several sub-categories in
this group: Below are the top vote-getters in
each category.

SMALL BUSINESS ACCOUNTING
- INSTALLED PROGRAMS
WINNER: Intuit QuickBooks Desktop
(73.5%)
Runners Up:
* PC Software Accounting Inc. (8.1%)
* Sage One, Sage 50 or Sage ERP (5%)
* RealEasyBooks (3%)
* Red Wing Wosftware CenterPoint (2.4%)
* Cougar Mountain Denali (1.1%)
* Acclivity (0.8%)
* Drake Accounting (0.7%)
* A-Systems Visual Bookkeeper (0.7%)
* CheckMark Software MultiLedger (0.5%)
* Other (4.2%)

GENERAL OFFICE TECH
PRINTERS & SCANNERS

Insight: Printers are needed even
in the " paperless " office.
* HP (28.6%)
* Brother (26.3%)
* Fujitsu (13.6%)
* Canon (10.4%)

* Epson (7.2%)
* Lexmark (3.5%)
* Dell (3.1%)
* Other (7.3%)
http://www.CPASites.com http://www.Bill.com http://www.CPAPracticeAdvisor.com
april2021

Table of Contents for the Digital Edition of april2021
