• 2027 Tax Season Readiness Survey

The Tax Season
Technology Readiness Survey

The next tax season may feel months away, but the firms that prepare early will be in a stronger position when deadlines, client requests, staffing pressure, and application workloads begin to peak again.

This short survey is designed to understand how U.S.-based CPA and accounting firms are preparing their technology stack for the 2027 tax season. It covers key areas such as cloud access, application performance, cybersecurity, AI adoption, remote work, outsourcing, client collaboration, and workflow efficiency.

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    • 2027 Tax Season Readiness Survey

    The Tax Season Technology Readiness Survey

    The next tax season may feel months away, but the firms that prepare early will be in a stronger position when deadlines, client requests, staffing pressure, and application workloads begin to peak again.

    This short survey is designed to understand how U.S.-based CPA and accounting firms are preparing their technology stack for the 2027 tax season. It covers key areas such as cloud access, application performance, cybersecurity, AI adoption, remote work, outsourcing, client collaboration, and workflow efficiency.

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    Question 1 of 34
    Section 1: Respondent Profile

    What best describes your role at the firm?

    Thank You for Completing the Survey!

    Thank you for completing The 2027 Tax Season Technology Readiness Survey.

    Your responses will help create a benchmark report on how U.S.-based CPA and accounting firms are preparing their technology, security, workflows, and application environments for the 2027 tax season.

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