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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 Have a procedure for destroying all confidential documents and outdated electronic files.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%