Share your perspective: Client Information and Document Chase

Study type
1-on-1 Interview
Study format
Online
Compensation
$85 choice of dozens of digital gift cards
Session length
60 minutes
Description

We're looking for professional feedback on a software product we are building.

We’re conducting a study to benchmark how accounting firms manage client document gathering, data quality checks, and client communications today

Qualifying participants will be invited to a 60-minute 1:1 video interview to help shape next-generation practice tools.

Additional screening

The researcher may follow up via message, email, or phone to confirm if you're a fit for the study. Be sure to answer!