Accounting Professionals: Workflow Evaluation Study

What We're Researching

We're running a paid study on the daily workflows of accounting professionals. The goal is to understand how practitioners navigate tasks within their primary software environments. Your feedback will directly influence the design of future financial tools and integrations.

How It Works

You will join a remote video call to discuss your current accounting processes. We will ask you to walk through a typical workflow, detailing how you handle common scenarios. You will then react to several concepts designed to streamline these tasks. Finally, we will gather your feedback on potential improvements to existing software interfaces.

Who This Is For

We are looking for mid-level accounting professionals who regularly manage financial workflows. We welcome public accountants, corporate accountants, bookkeepers, and financial controllers. Candidates should have hands-on experience with standard tax and accounting software packages.

What You'll Do

• Walk us through a typical accounting or tax preparation workflow.

• Describe how you navigate your primary software tools.

• React to proposed concepts for new financial integrations.

• Discuss pain points in your current day