Accounting Professionals: Evaluation of Core Workflows

About the role

We are running a paid study on accounting workflows to understand how financial professionals manage their daily tasks. The goal is to evaluate the efficiency of current software tools and identify areas where standard processes can be improved. Your feedback will help shape better solutions for core accounting operations.

During this remote session, you will walk us through a typical workflow for managing financial records or tax preparation. You will discuss how you utilize specific features within your primary accounting software to complete these tasks. We will ask you to react to different scenarios and describe the challenges you face during busy reporting periods. Finally, you will provide feedback on potential workflow improvements and software integrations.

We are looking for mid-level accounting professionals who regularly handle financial reporting, tax preparation, or bookkeeping. We welcome CPAs, staff accountants, tax associates, and corporate bookkeepers. Candidates should have practical experience relying on industry-standard platforms like QuickBooks, UltraTax, or CCH ProSystem fx to complete their core work.

Scope of Work

• Walk us through your typical process for managing financial data.
• Describe how you utilize your primary accounting software in your day-to-day work.
• Evaluate specific workflow scenarios and provide professional feedback.
• Discuss common bottlenecks you encounter during critical reporting periods.

What you’ll bring

• Active role as an accountant, bookkeeper, or tax professional
• Hands-on experience with tools like QuickBooks Desktop, UltraTax CS, CCH ProSystem fx, or Excel
• Familiarity with managing daily financial reporting or tax preparation workflows
• Comfortable discussing technical software challenges in a professional setting
• Must be 18+ years old and fluent in English
• Primary professional functional area must be Accounting or Bookkeeping
• Current or recent role must be Staff Accountant, Senior Accountant, Tax Accountant / Tax Preparer, Accounting Manager, Controller or Assistant Controller, Bookkeeper, AP/AR Specialist, Audit Associate, or Business Owner
• Must have at least 2 years of professional accounting experience
• Must personally use QuickBooks Desktop, QuickBooks Online, Thomson Reuters UltraTax CS, Microsoft Excel, or CCH ProSystem fx in a professional setting
• Must have experience writing tasks for training AI models

Benefits

Not provided in the source listing.

Contract & Payment Terms

• You will be engaged as an independent contractor.
• This is a fully remote opportunity that can be completed on your own schedule.
• Opportunities can be extended, shortened, or concluded early depending on needs and performance.
• Your participation will not involve access to confidential or proprietary information from any employer, client, or institution.
• Payments are processed weekly based on services rendered.
• We are unable to support H1-B or STEM OPT candidates at this time.
• Source captured 16 October 2026; no employer posting date was displayed.
• The referral card showed 99+ spots left when captured on 16 October 2026; availability may change.

Where you can work

Country eligibility has not been provided. Confirm with the employer.

Remote does not always mean work from any country. Always check the employer’s location and working-hour requirements.