2026 Research Report
Firm Health & AI Readiness Report
We surveyed 209 accounting firm leaders on growth, manual work, and AI readiness. Firms are confident yet restless: growth is strong, but leaders are already shopping for new systems. Those running on one connected platform feel far more prepared than the rest, founders least ready of all.
Get the full report to see where the gap comes from — and what closes it.
GET THE REPORT
71%
Grew Revenue Last Year
81%
Likely to Replace Software Within 12 Months
4x
More Likely to Feel AI-Ready When Fully Integrated
What's Inside the Report
Insights from Firm Leaders
The full report breaks down firm health, manual-work costs, and where the AI-readiness gap really comes from.
Growth Meets Restlessness
Firms are growing, yet already shopping for new systems — and the replacement wave builds fastest right where firms have outgrown what they’re running now.
The Manual Work Tax
Every week, firms lose hours re-keying data and chasing approvals across systems that don’t talk to each other — and the losses only grow with firm size.
The Integration Divide
How connected a firm’s systems are predicts almost everything else, including how ready it actually feels for what AI brings next.
What Firms Want & Trust
AI tops the list of threats firms name, but what they actually want from it is relief, not reinvention. And when they need guidance, they still trust people before a platform.
Get the full Firm Health & AI Readiness Report
The full data behind these four storylines, breakdowns by role and firm size, and the complete set of recommendations for firm leaders.