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Advisory

The Votes Are In: 2024 Readers Choice Awards

The Readers' Choice Awards give readers the chance to spotlight the technologies they most respect and trust to provide client services, manage their firms, and help their clients run their businesses.

The technologies used in professional accounting firms continue to evolve and shape how practices function, from client service, to staffing issues, and overall management and growth. With AI, automation and other tools allowing professionals to be more productive than ever, which is essential for firm success, as well as to offset talent pipeline issues.

At the same time, the nearly universal adoption of cloud-based accounting, payroll and management systems by businesses has made it easier for firms to work with clients in real time, providing rapid response to issues, as well as access to live data and account information.

CPA Practice Advisor‘s Readers’ Choice Awards, now in their 20th year, give our readers the chance to spotlight the technologies they most respect and trust to provide client services, manage their firms, and help their clients run their businesses. From online programs for tax and accounting functions, to document automation and workflow management processes, as well as tools for collaboration, mobile productivity and office hardware.

The awards also let professionals see the technologies and best workflow practices their peers are using, which can help them stay competitive in the constantly-evolving tax and accounting space. Thank you to the more than 5,500 readers who participated in voting this year. Now, on to the results!

IN-FIRM TECHNOLOGIES

Federal/State Income Tax Preparation

Insight: As was true in every year of voting, the tax prep system category is always the most voted-on, with nearly all respondents selecting a preferred system. Also in keeping with recent years, Drake Software continues to inspire the users of its tax prep, planning, management and other systems to vote in high numbers. The result: Drake wins this category again this year, showing the loyalty many professionals have for this company’s tax systems.

WINNER: Drake Tax Software (44.8%)

Runners Up:

  • MyTaxPrep Office (26%)
  • Intuit Lacerte, ProSeries or ProConnect Tax (11.9%)
  • Thomson Reuters UltraTax or GoSystem RS (3%)
  • Wolters Kluwer: CCH Axcess Tax, CCH ProSystem fx Tax (2.7%)
  • ATX or TaxWise (2.6%)
  • TaxAct Preparers’ Editions (1%)
  • TaxSlayer Pro (0.8%)
  • Crosslink Professional (0.3%)
  • Other or Do Not Use (6.9%)

————– –

Tax Planning Systems

tax-planning1-107744201

Insight: Major tax law changes seem to be an almost annual occurrence, which can make tax planning a challenge, especially for higher net worth clients, or those planning major life events. But even basic tax planning can make a big difference in reducing future tax liability. This makes having a reliable tax planning system that can look forward several years a valuable addition to a practice. Drake Software’s supporters turned out in full-force once again to cast their votes. Only about half of our 5,200+ voters reporting using a planning system, but of those who did, the voting results were:

WINNER: Drake Tax Planner (56.6%)

Runners Up:

  • Intuit Lacerte Tax Planner or Intuit Tax Advisor for Lacerte & ProConnect (18.6%)
  • Thomson Reuters Checkpoint or Planner CS (5.6%)
  • Wolters Kluwer CCH ProSystem fx Planning (5.1%)
  • MyTaxPrepOffice (3.5%)
  • Bloomberg Tax Income Tax Planner (2.9%)
  • Corvee Tax (1.4%)
  • Other or Do Not Use (6.3%)

—————- –

Specialty Systems & Tax Prep Tools

Insight: Sometimes a professional tax preparation system still lacks a few specific functions, such as for niche industries, less common returns, or for certain firm workflow preferences. We call these tools that fill in the gaps or help increase your firm productivity, “specialty systems.” This is another area where only about half of firms report using such a system. Of those who did, the votes were:

WINNER: QuickBooks Self-Employed (37.1%)

Runners Up:

  • GruntWorx (24.2%)
  • Canopy Tax Resolution Services (8.2%)
  • CCH Axcess and ProSystem fx Products (Wolters Kluwer) (7.9%)
  • SafeSend Returns (7.3%)
  • Thomson Reuters UltraTax CS Source Doc Processing (6%)
  • MyTaxPrepOffice (3.5%)
  • SurePrep 1040SCAN & TaxCaddy (2.7%)
  • Taxfyle (2.1%)
  • CFS Tax Tools (2%)
  • TaxDome (1.5%)
  • Other (11.9)%

————– –

Tax & Accounting Research Systems

Insight: Professionals can’t prepare taxes or help clients plan for future scenarios unless they know some tax code and strategies. Of course, nobody can know everything, so it’s important to have access to comprehensive tax research tools. This includes primary source material such as the federal tax code and state tax laws, as well as tax court rulings and expert analysis of these materials. Some of the available tax research systems integrate with tax preparation programs, while others are used separately and can be used alongside any system. TheTaxBook once again handily won this category this year for its popular and inexpensive system.About 34% of our readers noted a preference in this category, and voters were allowed to vote for multiple products (and therefore, results total over 100%).

WINNER: TheTaxBook – Tax Materials Inc. (56.1%)

Runners Up:

  • QuickFinder Tax Handbooks (15.4%)
  • Intuit ProSeries/Lacerte Tax Research or ProLine (12.2%)
  • Thomson Reuters Checkpoint (9.4%)
  • CCH IntelliConnect or Accounting Research Manager (Wolters Kluwer) (7.8%)
  • TaxSpeaker (5.8%)
  • Parker Tax Pro Library (5.3%)
  • Bloomberg Tax or Financial (4.7%)
  • Tax Talk Today (3.5%)
  • MyTaxPrepOffice (1.6%)
  • Other (8.6%)

————– –

Tax Document Automation

Insight: The impact of AI, automation and machine learning has dramatically improved the speed and accuracy of tax prep, and has thereby driven greater productivity at tax and accounting firms, helping them do more with less.

WINNER: GruntWorx Populate (25.5%)

  • Intuit Tax Import for Lacerte, ProConnect & ProSeries (20.3%)
  • TaxDome (9.2%)
  • Canopy Tax (7.5%)
  • Wolters Kluwer CCH iFirm or ProSystem fx Scan (6.6%)
  • SafeSend Returns (6.2%)
  • Thomson Reuters Source Document Processing & Workpapers CS (5%)
  • MyTaxPrepOffice (4.4%)
  • SurePrep 1040Scan Pro, 1040Scan Organize (2.8%)
  • Corvee (1.1%)
  • Other (11.4%)

————– –

Sales & Use Tax Preparation

Insight: – Since the Wayfair ruling in 2018, keeping up with the thousands of sales tax jurisdictions and rules across the U.S. has become a massive challenge for most small and mid-sized businesses. And following dire budget conditions during and following the pandemic, states have greatly increased their sales tax audit activity. This combination of factors means that it is more important than ever for businesses and their advisors to implement systems that can automate the application and filing of sales taxes across these jurisdictions, while also accounting for special taxation rules. About 39% of our 5,000+ voters cited use of such systems, but most of those (apx. 60%) say they rely on the sales tax functions within their accounting system, or report client sales via their state’s website. Of those who chose a specialized system, which often includes much more detailed tax holidays and matrices, the following systems scored best. Voters were allowed to select more than one, so we are reporting the rankings only, not the percentages:

WINNER: Avalara AvaTax, Avalara Returns (11%)

Runners Up:

  • CCH Wolters Kluwer (SureTax/SalesTaxOffice) (5.2%)
  • CFS Tax Software (5.2%)
  • eFileSalesTax.com (4.5%)
  • MyTaxPrepOffice (2.6%)
  • Thomson Reuters ONESource Indirect Tax (2.5%)
  • Bloomberg Tax Sales Tax Rates (2%)
  • TaxJar (1.9%)
  • Vertex Inc. (1%)
  • Sovos Tax Solutions 0.5%)
  • * Use tools built-into accounting software (34%)
  • * Use state sales tax agency websites (21.3%)
  • * Other: (8.3%)

————– –

Sales & Use Tax Exemption Certificate Management

Insight: One of the most easily scrutinized areas by sales tax auditors are exemption certificates, which are often poorly managed by businesses. Although most firms in our survey did not express a preference or personal use with these products, those who did voted as follows:

WINNER: Thomson Reuters ONESOURCE (38.8%)

Runners Up:

  • Avalara CertCapture (23.6%)
  • Vertex Inc. Exemption Certificate Manager (9.9%)
  • MyTaxPrepOffice (6%)
  • Sovos Tax Solutions (5.8%)
  • Other (15.9%)

————– –

Accounting Write-Up Systems

Insight: The widespread adoption of online business accounting systems has fundamentally changed the write-up process, but the basics are still the same: Periodically reconciling a business’ bookkeeping to ensure accuracy. About half of our 5,000+ survey respondents reported use of one of the systems noted below.

WINNER: Intuit QuickBooks Accountant (33.4%)

Runners Up:

  • Drake Accounting (12.6%)
  • Thomson Reuters Accounting CS (12.6%)
  • Xero (2.1%)
  • Sage Intacct or Sage One (1.9%)
  • AccountantsWorld by IRIS AccountingPower (1.2%)

Others receiving less than 1%:

  • Client Accounting Suite (Wolters Kluwer)
  • AccountantsWorld by IRIS Accounting Power
  • AccountingSuite
  • PC Software Accounting Inc.
  • CYMA Systems
  • Visual Bookkeeper
  • LeaseCrunch
  • UBCC Real Time Accounting

————– –

Audit Engagement Tools

Insight: Automation, AI and machine learning technologies have also greatly streamlined audit engagements, which used to take weeks or months of on-site visits, but now are much faster, and offer greater controls and accuracyct. Voters were allowed to select more than one, so totals exceed 100%.

WINNER: AuditFile (27.7%)

Runners Up:

  • CCH ProSystem fx Knowledge Coach, CCH ProSystem fx Engagement, CCH Accounting Research Manager or CCH Audit Accelerator (16.7%)
  • Thomson Reuters- Workpapers CS, AdvanceFlow or Checkpoint SMART Audit Suite (14.4%)
  • CaseWare IDEA (9.4%)
  • Suralink (8%)
  • Audit Confirmations (6.1%)
  • Audit Dashboard Automated PBC (4.9%)
  • MyTaxPrepOffice (3.2%)

Others receiving less than 3%:

  • Confirmation.com
  • Capital Confirmation
  • Teammate Analytics
  • OnPoint PCR
  • Wiley Advantage Audit
  • Rivio Clearinghouse

————– –

Business Valuation

Insight: Accounting and tax professionals involved in business transfers, divorce litigation and family wealth planning often find a need for assessing the value of a business entity. This is one of the smaller niche specialties among firms, with about 10% of our voters reporting a preference in this category.

WINNER: ProfitCents Valuation Solution (38.3%)

Runners Up:

  • MoneySoft Corporate Valuation Pro, DealSense & Business Valuation Specialist (17.3%)
  • ValuSource Pro, BVM Pro & Express Business Valuation (13.5%)
  • ValuAdder (10.2%)
  • MyTaxPrepOffice (4.8%)
  • Other (15.8%)

==========-

Fixed Asset Management

WINNER: Intuit ProSeries Fixed Asset Manager or Lacerte & ProConnect Fixed Assets (28.8%)

Runners Up:

  • Thomson Reuters Fixed Assets CS (23.2%)
  • CCH Fixed Assets Manager or CCH ProSystem fx Fixed Assets (11.1%)
  • Sage FAS Asset Accounting (8.7%)
  • Pro-Ware Asset Keeper (4.3%)
  • Bloomberg Tax Fixed Assets (3.9%)
  • MyTaxPrepOffice (2%)

Others receiving less than 2%:

  • MultiView Asset Management
  • Open Systems
  • Real Asset Management Inc.
  • Wasp Barcode Technologies
  • Other (13.3 %)

————– –

Payroll

Insight: The cloud and automation revolution have greatly altered the roll accountants play regarding payroll services for their clients. What once could be a tedious process, is now mostly a matter of review of automated pre-run reports, ensuring accuracy of the runs, and performing periodic reconciliations. Almost everything else is, or can be, automated. This also provides for greater employer and employee self-control and anytime access. There are several dozen (or more) products on the market, but for our rankings, we will only report those that reecived at least 1% of the votes.

WINNER: Intuit QuickBooks Payroll Systems (27.1%)

Runners Up:

  • Drake Accounting (13.8%)
  • ADP Payroll Solutions (13.7%)
  • Gusto Payroll (13.4%)
  • Paychex (6%)
  • Sage 50 (2.3%)
  • AccountantsWorld by IRIS Payroll Relief (2.2%)
  • Thomson Reuters Accounting CS Payroll or myPay (2%)
  • AMS 1099-Etc Payroll (1.6%)
  • SurePayroll (1.5%)
  • CFS (1.4%)
  • Patriot Software (1.2%)
  • Real Business Solutions Payroll Mate (1.1%)
  • Other: (8.4%)

————– –

w2-form-300x2001

1099/W-2 Compliance

Insight: Year-end payroll and contractor compliance systems that prepare W-2 and 1099 forms and can automatically file them, can help relieve much of the burden of processing hundreds or thousands of forms for your clients each year. Some systems also help streamline the entire process, including mailing of copies to recipients. Due to the large number of products in this space, only those receiving 2% or more of the votes are listed.

WINNER: Drake Accounting (22.9%)

Runners Up:

  • eFile4Biz (9.1%)
  • Track 1099 (7.7%)
  • Intuit QuickBooks (5%)
  • 1099 Pro (4.6%)
  • Tax1099 (3.3%)
  • AMS 1099-Etc (3.3%)
  • Greatland Yearli (3.2%)
  • Thomson Reuters Accounting CS Payroll Compliance (3.2%)
  • CFS (3.1%)
  • MyTaxPrepOffice (2.8%)
  • W2/1099 by Wolters Kluwer (2.8%)
  • EagleView Filing Solutions (2.3%)
  • W2 Mate by Real Business Solutions (2.1%)

————– –

Time & Billing

Insight: Managing time for firm staff and projects is critical for firm efficiency, with the end product of invoicing helping ensure steady revenue flow. Effective time management is essential even now that most firms have ditched time-based billing.

WINNER: QuickBooks Time (39.1%)

Runners Up:

  • TaxDome (10.2%)
  • Bill (9.5%)
  • Sage Timeslips (5.5%)
  • Canopy Practice Management (4.7%)
  • TPS Software (3.5%)
  • CPACharge by AffiniPay (3.4%)
  • AccountantsWorld by IRIS Practice Relief (2.9%)
  • OfficeTools (2.2%)
  • Other: 19%

————– –

Practice Management

Insight: CPA Practice Advisor defines practice management as those with more extensive functions for managing firm productivity and workflow management, automation of tasks, and record maintenance. Products that received at least 1% of votes included:

WINNER: OfficeTools (18.1%)

Runners Up:

  • TaxDome (15.5%)
  • CCH Axcess Practice, CCH iFirm Practice Manager, CCH ProSystem fx (10.6%)
  • Thomson Reuters Practice CS (10.5%)
  • Canopy Tax Practice Management (10.1%)
  • Karbon Workflow Management (5.3%)
  • Financial Cents (4.1)
  • ClientWhys/TaxBuzz.com (3.7%)
  • TaxWorkFlow (3%)
  • XCM Workflow (2%)
  • Mango Practice Management (1.4%)
  • Abak Time and Billing 1.3%
  • Other: (14.4%)

————– –

Online Invoicing/Bill Payment Solutions

Insight: Cloud-based, integrated invoicing tools can help firms improve AR functions and cashflow, while bill payment systems can help streamline AP. Voters were allowed to select multiple products, resulting in more than 100% total. Products receiving at least 1% shown.

WINNER: Intuit Payments (42.4%)

Runners Up:

  • PayPal (13.5%)
  • Bill (9.1%)
  • TaxDome (7.2%)
  • CPACharge by Afffinipay (7%)
  • Bill & Pay (4.6%)
  • Invoiced (4.2%)
  • Xero (3.7%)
  • Square (2.7%)
  • OfficeTools (2.5%)
  • Sage Payments (2.5%)
  • Zoho Books (1.7%)
  • FreshBooks (1.3%)
  • ReceiptBank (1.2%)

————– –

cyber security data_10816596

Client Portals

Insight: Client portals make sharing data with clients easier, and make it easier for them to submit documents to the firm, and retrieve documents when needed. Products receiving at least 2% of the votes included:

WINNER: Drake Software Drake Portals (38.7%)

Runners Up:

  • DropBox (9.4%)
  • TaxDome (8.1%)
  • Citrix ShareFile (5.3%)
  • Canopy (3.4%)
  • Verifyle (3.1%)
  • CCH Axcess Portal / CCH ProSystem fx Portal / CCH iFirm or XCM Solutions (3%)
  • SmartVault (2.7%)
  • MyTaxPrep Office (2.3%)
  • CPASiteSolutions (2%)

————– –

Document Management & Document Storage

Insight: This category includes a wide range of solutions, with functions ranging from basic file folders, to advanced options that include client collaboration tools, automatic archiving, retention functions and multi-worker productivity features. Products receiving 1% or more of the voting included:

WINNER: Drake Document Manager (50.3%)

Runners Up:

  • Intuit ProSeries & Lacerte DMS or ProConnect Document Management (7.7%)
  • TaxDome (6.6%)
  • Thomson Reuters FileCabinet CS/GoFileRoom (4.2%)
  • CCH Axcess Document or CCH ProSystem fx Document (3.9%)
  • SmartVault Document Storage (3.3%)
  • eFileCabinet (2.1%)
  • MyTaxPrepOffice (1.7%)
  • Suralink (1.6%)
  • AccountantsWorld by IRIS Cloud Cabinet (1.3%)

————– –

Other Document Management Tools

Insight: Document management also requires special tools that sometimes work with the scanner or work with the document management system directly for functions including OCR. Voters were allowed to select more than one, so totals exceed 100%.

WINNER: Fujitsu (35.5%)

Runners Up:

  • HP (28.5%)
  • Canon (14.1%)
  • cPaperless TicTie Calculate (11.8%)
  • Nuance (5%)
  • Kofax (4.9%)
  • ABBYY (4.8%)

————– –

Comprehensive Firm Workflow Systems

Insight: We divide Workflow into two categories: Comprehensive Workflow, and Other Workflow Tools, which are designed for aiding in specific tasks and engagements, and for smaller firms.

Comprehensive Firm Workflow Solutions

WINNER: TaxDome (27.8%)

Runners Up:

  • Thomson Reuters – FirmFlow or Practice CS Project Management (21.9%)
  • CCH Axcess Workstream, CCH iFirm Practice Manager (11%)
  • Financial Cents (7.9%)
  • TaxWorkFlow (7.4%)
  • XCMworkflow (3.1%)
  • Pascal Workflow (2.1%)
  • MyTaxPrepOffice (2.1%)
  • Autonomy iManage Workflow Manager (1.8%)
  • Canopy (1.2%)

————– –

Other Workflow Tools: Voters were allowed to select more than one, so totals exceed 100%.

WINNER: GruntWorx (24.7%)

Runners Up:

  • TaxDome (13.3%)
  • Intuit Tax Advisor for Lacerte and ProConnect Tax (12.6%)
  • Bill (8.6%)
  • Canopy (8.4%)
  • OfficeTools WorkSpace (8.3%)
  • Citrix ShareFile for Accountants (6.4%)
  • Various CCH ProSystem fx Systems (6%)
  • Thomson Reuters GoFileRoom/Practice CS/Workpapers CS (5.5%)
  • eFileCabinet (3.7%)
  • SmartVault (3.6%)
  • Suralink (3.3%)
  • Expensify (3%)
  • Audit Dashboard (2.4%)
  • Doc.IT by IRIS (2.2%)
  • SurePrep (1.8%)
  • Karbon Workflow Management (1.2%)
  • MyTaxPrepOffice (1%)
  • Cabinet NG (1%)
  • Tallie (0.3%)

————– –

CPA website domain

Website Builders & Services for Accounting Firms

Insight: There are several website services and tools that make it easy and affordable to create a firm website and keep it up-to-date. Options range from doing most of the work yourself with a variety of templates, to solutions where the vendor does all the work you want them to do.

WINNER: Drake Software SiteDart Website Services (24.8%)

Runners Up:

  • GetNetSet (15.7%)
  • CPA Site Solutions (10.1%)
  • CCH SiteBuilder (4.9%)
  • CPASites.com (4.6%)
  • AccountantsWorld by IRIS Website Relief (3.9%)
  • Build Your Firm (3.4%)
  • GoDaddy (3.1%)
  • CountingWorks/ClientWhys/TaxBuzz (3%)
  • Thomson Reuters Web Builder CS (3%)
  • Wix (3%)
  • Tenenz AFSB or Integer (2.6%)
  • TaxDome (1.6%)
  • Network Management Group (NMGI) WebCare (1%)

————– –

CPE 7b 2  55019bead6cf5

Favorite CPE Provider

Insight: Got CPE? Well, there are many ways to earn it these days, and it is little surprise that professionals increasingly turn to online options.

WINNER: Drake CPE (17.5%)

Runners Up:

  • CPAAcademy.org (12.1%)
  • CPA Practice Advisor (8.5%)
  • AICPA (6.7%)
  • State CPA Societies (6.4%)
  • MyCPEwebinars (4.9%)
  • Surgent CPE (4.3%)
  • NATP (3.3%)
  • TaxSpeaker (2.3%)
  • Western CPE (2.1%)
  • Becker CPE (2%)
  • Canopy Tax CPE (1.6%)
  • Earmark CPE (1.5%)
  • The Tax Book (1.5%)
  • IRS (1.2%)
  • Sequoia (1.1%)

————– –

How Do You Prefer to Earn CPE?

WINNER: Live Online Classes/Webcasts (41%)

Runners Up:

  • Self-Study with Tests (30%)
  • In-Person Seminars/Workshops (25.9%)
  • Other (3.2%)

————– –

Which Conferences Do You Attend?

Insight: Many state society shows are listed in the “other” category. Many respondents chose more than one event.

WINNER: IRS National Tax Forum (21.2%)

Runners Up:

  • QuickBooks Connect (12.4%)
  • AICPA ENGAGE Las Vegas (8.4%)
  • CPA Practice Advisor’s Ensuring Success (3.5%)
  • Digital CPA (3.4%)
  • NATP (3.1%)
  • NAEA National Conference (3%)
  • CCH Connections (2.7%)
  • Thomson Reuters Synergy (2.4%)
  • FICPA (1.6%)
  • XeroCon (1.5%)
  • Scaling New Heights (1.4%)

————– –

SMALL BUSINESS ACCOUNTING SYSTEMS
There are several sub-categories in this group: Below are the top vote receivers in each category.

Small Business Accounting – Installed Programs

small-business1

WINNER: Intuit QuickBooks Desktop (83.7%)

Runners Up:

  • PC Software Accounting Inc. (2.7%)
  • Sage One, Sage 50 or Sage ERP (1.3%)
  • A-Systems Visual Bookkeeper (1.2%)
  • CheckMark Software MultiLedger (1%)

==========-

Online Small Business Accounting

WINNER: Intuit QuickBooks Online/Online Accountant (74.3%)

Runners Up:

  • Xero (4.9%)
  • Sage Intacct or Business Cloud (2.6%)
  • Thomson Reuters OnBalance, Client CS, CS Client Access (2.2%)
  • AccountantsWorld by IRIS Accounting Power (2%)
  • FreshBooks (1.8%)
  • Wave – By H&R Block (1.7%)
  • NetSuite (1.3%)
  • Zoho Books (1%)

 ==========-

1053-travel-expenses1

Expense and Travel Management Solution

WINNER: Expensify (18.6%)

Runners Up:

  • Concur Expense (12.4%)
  • Zoho Expense (7.5%)
  • Certify (5.4%)
  • Dext (formerly Receipt Bank) (5%)
  • Chrome River (3.7%)
  • Xpenditure (3.5%)
  • ExpenseWatch (2.9%)
  • ExpensAble (2.2%)
  • CorPay (2.1%)
  • SutiExpense (2.1%)
  • Tallie (2.1%)
  • SpringAhead (1.3%)

 ==========-

Retail Accounting/Point-of-Sale Systems

accupos_10295950

WINNER: Square (43.6%)

Runners Up:

  • Intuit QuickBooks POS (32.5%)
  • NetSuite OnSite POS (1.8%)
  • Database Creations (1.7%)
  • AddSum (1.6%)
  • Cougar Mountain Denali POS (1.6%)
  • AccuPOS (1.2%)

 ==========-

Not-for-Profit Accounting

WINNER: Intuit QuickBooks Premier Nonprofit (64.4%)

Runners Up:

  • Sage Intacct (6%)
  • Aplos (4%)
  • Blackbaud Financial Edge or Fundware (2.9%)
  • CYMA Systems (2.2%)
  • Cougar Mountain FUND Suite (1.6%)
  • Abila MIP (1.5%)
  • OneNFP (1.5%)
  • Fund E-Z (1.4%)
  • Open Systems TRAVERSE (1.4%)
  • AccuFund (1.2%)
  • GMS Software (1%)

————– –

REMOTE TECHNOLOGIES

ASP/Hosted Solution Providers

WINNER: Drake Hosted by Rightworks (33.4%)

Runners Up:

  • Rightworks (18.6%)
  • Cetrom CPA Cloud (9.8%)
  • Thomson Reuters Virtual Office CS/SaaS (8.5%)
  • Ace Cloud Hosting (7%)
  • CPAASP/InsynQ (2.1%)
  • Network Alliance (1.9%)
  • Network Management Group Inc. (NMGI) (1.8%)
  • Private Cloud and Cloudnine Realtime by CARET (1.5%)
  • LeaseCrunch (1.5%)

————–

Outsourced Technology Services

Insight: These companies offer a variety of hosting and outsourced business process services.

WINNER: RightWorks (35.3%)

Runners Up:

  • Ace Cloud Hosting (18.3%)
  • Cetrom (14%)
  • CPA2Biz Email Solutions (5.2%)
  • Network Management Group Inc. (NMGI) (4.2%)
  • AppRiver (3.7%)
  • CollBox (2.8%)
  • Cloudnine Realtime by CARET (2.5%)
  • InsynQ/CPAASP (2.3%)

  ————– –

GENERAL OFFICE TECH

Printers & Scanners (More than one selection was allowed).

  • HP (53.8%)
  • Brother (38.7%)
  • Canon (19.1%)
  • Epson (14.9%)
  • Fujitsu (13.4%)
  • Dell (6.4%)
  • Xerox (4.2%)

————– – ————– –

OUT-OF-OFFICE

Favorite Form of Physical Exercise During Tax Season (More than one selection was allowed).

WINNER: “Who has time to exercise during busy season?” (42%)

  • Jumping to Conclusions (12.4%)
  • Walking (12.1%)
  • Jogging/Running (10.6%)
  • Weightlifting (10.3%)
  • Bicycling (9.7%)
  • Yoga (9.3%)
  • Aerobics (6.2%)
  • Team Sports (3.3%)
  • Racket Sports (2.4%)

————–

How “social” are you? Which social media tools do you use in conjunction with your work?

About 40% of our voters said they don’t use any social media tools for business purposes. Multiple responses were allowed, so the total equals more than 100%:

  • Facebook (40.7%)
  • LinkedIn (32.2%)
  • YouTube (19.2%)
  • Instagram (17.5%)
  • WhatsApp (13.8%)
  • X / Twitter (9.3%)
  • TikTok (6.5%)
  • Pinterest (5.2%)
  • Reddit (3.6%)
  • SnapChat (3.2%)
  • Yelp (2.8%)
  • Don’t use any social media for business: 40.6%

—————— –

Thank you to the more than 5,500 tax and accounting professionals who participated in 2023 Readers’ Choice Awards.