2003 survey
Percent who responded "yes, mostly or sometimes "
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Size of firm
|
Use on-screen review for tax preparation.
|
Store a copy of clients' tax returns in digital (.pdf) format.
|
Electronically update due-date status of tax returns in a real-time format.
|
Scan client-supplied supporting tax information for storage.
|
Instruct staff to use e-mail when asking clients for additional information.
|
Import clients' trial balances electronically.
|
Ask clients to provide their documents in an electronic format.
|
Store audit workpapers in paperless applications (CCH Audit, CSI Audit, CaseWare).
|
Use electronic links to produce financial statements rather than re-keying.
|
Link audit application to tax application to transfer information.
|
Use intranet to store firmwide information (personnel manual and procedures).
|
Deliver financial and management reports electronically (via e-mail or intranet).
|
Have a procedure for destroying all confidential documents and outdated electronic files.
|
Transmit internal reports to owners and managers electronically (e-mail or the firm's network).
|
Prepare most invoices by computer instead of using billing sheets.
|
Maintain contact and prospect lists in groupware applications.
|
Staffers maintain calendar and contacts on the firm's groupware system.
|
Partners and managers use notebook computers.
|
Standardize names of network files and directories for easy access.
|
Can receive faxes via e-mail and saved digitally to the network.
|
Average
|
|
Password-protect electronic information sent to clients.
|
Some computers have dual monitors.
|
Deliver client invoices via e-mail or digital fax.
|
Use document- management software.
|
Average
|
|
1-2
|
33
|
22
|
67
|
22
|
22
|
44
|
56
|
0
|
89
|
67
|
56
|
33
|
67
|
44
|
44
|
78
|
44
|
22
|
89
|
22
|
46
|
|
Questions not asked in 2003 survey
|
|
3-10
|
33
|
67
|
67
|
22
|
11
|
44
|
33
|
22
|
44
|
44
|
33
|
11
|
56
|
56
|
33
|
67
|
67
|
33
|
78
|
11
|
42
|
|
|
11-15
|
56
|
22
|
89
|
11
|
44
|
44
|
22
|
0
|
33
|
22
|
44
|
11
|
89
|
56
|
22
|
100
|
78
|
22
|
89
|
11
|
43
|
|
|
16-29
|
54
|
42
|
71
|
17
|
50
|
58
|
46
|
33
|
75
|
58
|
67
|
25
|
67
|
38
|
42
|
83
|
54
|
17
|
88
|
17
|
50
|
|
|
30-49
|
69
|
62
|
58
|
31
|
31
|
62
|
38
|
42
|
73
|
69
|
62
|
35
|
69
|
54
|
19
|
65
|
65
|
27
|
77
|
19
|
51
|
|
|
50-74
|
48
|
43
|
62
|
19
|
29
|
71
|
52
|
24
|
71
|
57
|
81
|
57
|
67
|
57
|
48
|
67
|
57
|
38
|
86
|
38
|
54
|
|
|
75-99
|
89
|
56
|
56
|
11
|
56
|
89
|
56
|
78
|
78
|
67
|
78
|
56
|
56
|
78
|
33
|
89
|
100
|
11
|
100
|
22
|
63
|
|
|
100+
|
53
|
32
|
79
|
16
|
37
|
79
|
58
|
32
|
68
|
74
|
89
|
42
|
53
|
79
|
63
|
53
|
74
|
26
|
79
|
42
|
56
|
|
|
Average
|
54
|
43
|
68
|
19
|
35
|
62
|
45
|
29
|
67
|
57
|
64
|
34
|
65
|
58
|
38
|
75
|
67
|
25
|
86
|
23
|
51
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2005 survey
Percent who responded "yes, mostly or sometimes "
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Size of firm
|
Use on-screen review for tax preparation.
|
Store a copy of clients' tax returns in digital (.pdf) format.
|
Electronically update due-date status of tax returns in a real-time format.
|
Scan client-supplied supporting tax information for storage.
|
Instruct staff to use e-mail when asking clients for additional information.
|
Import clients' trial balances electronically.
|
Ask clients to provide their documents in an electronic format.
|
Store audit workpapers in paperless applications (CCH Audit, CSI Audit, CaseWare).
|
Use electronic links to produce financial statements rather than re-keying.
|
Link audit application to tax application to transfer information.
|
Use intranet to store firmwide information (personnel manual and procedures).
|
Deliver financial and management reports electronically (via e-mail or intranet).
|
Have a procedure for destroying all confidential documents and outdated electronic files.
|
Transmit internal reports to owners and managers electronically (e-mail or the firm's network).
|
Prepare most invoices by computer instead of using billing sheets.
|
Maintain contact and prospect lists in groupware applications.
|
Staffers maintain calendar and contacts on the firm's groupware system.
|
Partners and managers use notebook computers.
|
Standardize names of network files and directories for easy access.
|
Can receive faxes via e-mail and saved digitally to the network.
|
Average
|
|
Password-protect electronic information sent to clients.
|
Some computers have dual monitors.
|
Deliver client invoices via e-mail or digital fax.
|
Use document- management software.
|
Average
|
|
1-2
|
100
|
67
|
67
|
67
|
33
|
53
|
32
|
33
|
45
|
30
|
21
|
14
|
89
|
38
|
56
|
68
|
67
|
100
|
100
|
33
|
55
|
|
4
|
67
|
33
|
35
|
42
|
|
3-10
|
60
|
75
|
53
|
53
|
20
|
72
|
39
|
37
|
53
|
37
|
40
|
51
|
90
|
49
|
35
|
56
|
66
|
75
|
59
|
20
|
37
|
|
14
|
40
|
0
|
23
|
20
|
|
11-15
|
65
|
56
|
53
|
35
|
23
|
85
|
50
|
45
|
55
|
97
|
99
|
64
|
87
|
66
|
40
|
60
|
80
|
70
|
60
|
20
|
58
|
|
20
|
35
|
20
|
34
|
18
|
|
16-29
|
90
|
86
|
52
|
52
|
48
|
81
|
56
|
38
|
48
|
55
|
76
|
57
|
88
|
81
|
29
|
81
|
89
|
86
|
81
|
29
|
60
|
|
19
|
33
|
14
|
23
|
20
|
|
30-49
|
83
|
73
|
60
|
50
|
40
|
88
|
78
|
64
|
86
|
67
|
83
|
40
|
87
|
78
|
43
|
70
|
97
|
90
|
77
|
28
|
67
|
|
7
|
37
|
20
|
40
|
26
|
|
50-74
|
78
|
79
|
63
|
62
|
45
|
96
|
79
|
70
|
99
|
69
|
79
|
59
|
90
|
93
|
34
|
84
|
96
|
97
|
76
|
45
|
71
|
|
12
|
62
|
48
|
34
|
40
|
|
75-99
|
85
|
77
|
66
|
46
|
27
|
92
|
78
|
69
|
99
|
69
|
83
|
62
|
98
|
98
|
62
|
78
|
98
|
92
|
92
|
31
|
69
|
|
15
|
54
|
31
|
82
|
33
|
|
100+
|
75
|
79
|
89
|
64
|
43
|
98
|
95
|
93
|
99
|
78
|
93
|
71
|
97
|
93
|
71
|
79
|
100
|
100
|
100
|
64
|
82
|
|
39
|
79
|
50
|
86
|
52
|
|
Average
|
80
|
74
|
63
|
54
|
35
|
83
|
63
|
56
|
73
|
63
|
72
|
52
|
91
|
74
|
46
|
72
|
87
|
89
|
81
|
34
|
62
|
|
16
|
51
|
27
|
45
|
31
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
2003 averages
|
54
|
43
|
68
|
19
|
35
|
62
|
45
|
29
|
67
|
57
|
64
|
34
|
65
|
58
|
38
|
75
|
67
|
25
|
86
|
23
|
51
|
|
|
|
|
|
|
|
2005 averages
|
80
|
74
|
63
|
54
|
35
|
83
|
63
|
59
|
73
|
63
|
72
|
52
|
91
|
74
|
46
|
72
|
87
|
89
|
81
|
34
|
62
|
|
|
|
|
|
|
|
% change
|
+47%
|
+72%
|
-8%
|
+190%
|
0%
|
+35%
|
+40%
|
+104%
|
+10%
|
+10%
|
+13%
|
+54%
|
+40%
|
+28%
|
+21%
|
-4%
|
+29%
|
+262%
|
-5%
|
+48%
|
+23%
|
|
|
|
|
|
|