Survey Results: Accountants on File Transfer and Document Management

Julia Mak's picture
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A lot of the attendees from AICPA Tech+ were kind enough to take the time and filled out a survey for us during the exhibition. We wanted to utilize the opportunity we had with our community to try to gain a better understanding on what each and every user is looking for so we can continue to develop and improve.

Here are some of the results we got:

Survey 1  

 

Survey 2 

 

Survey 3  

 

Survey 4 

 

As seen from these results and echoed throughout the theme of the AICPA Tech+ conference, the greatest concern in current file transfer methods and document management is how to meet security and compliance requirements. With the increase awareness of new data privacy regulations, more and more firms are in search of a solution that will make the compliance process easier. Second to security issues, accountants also need a solution that is easy to use. Ease of use is an important criteria because not all firms have IT available to manage solutions, and even firms with sufficient IT capabilities want to have something that would not require additional overhead and administration efforts. So to sum it up, accountants really just need their solutions to be secure and easy to use.

 

Secure & Easy - these are the exact two pillars that LeapFILE’s services and products are built on; and these are the exact goals that we will continue to strive for in our products for the future. 
 

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