Online screening questionnaire – Accounting Software

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Thanks!

Before we begin, I would like to assure you of our commitment to protecting your privacy and that any information you provide will be treated confidentially, stored securely, and deleted when no longer needed. Neither your name nor the name of your organisation will be revealed to any third party not connected with this study, and you will be given the opportunity to remain anonymous.

Your information is used solely for the purposes outlined in this survey. We will keep your data confidential and never sell or resell it for any other purpose. Participation is voluntary and can be discontinued at any time.

Can we proceed based on the above?*

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ 1) Which of the following best describes your job role?*

a) Accountant

b) Bookkeeper

c) Auditor

Please select one or more options: MULTICODE

SQ 2) Do you work at, or run, an accountancy firm?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 3) What is your job title within your company?*

Please describe above

SQ 4) How many employees does your company have?*

a) None, just yourself

b) 1 to 4

c) 5 to 10

d) 11 to 49

e) 50 to 100

f) 101 to 250

g) 251 to 500

h) More than 500

Please select one option: SINGLE CODE

SQ 5) Approximately how many clients does your company service in total?*

Please describe above

SQ 6) Approximately how many clients do you personally service, or are assigned to you?*

Please describe above

SQ 7) What are the approximate annual ranges of revenue for your clients? Please select all that apply.*

a) Less than £50,000

b) £50,000 to £500,000

c) £500,000 to £1million

d) £1million to £1.5million

e) £1.5million to £5million

f) £5million to £10million

g) More than £10million

Please select one or more options: MULTICODE

SQ 8) Which of the following (if any) does your business use to manage your own company’s accounts?*

a) Xero

b) Sage

c) QuickBooks

d) FreshBooks

e) Oracle

f) NetSuite

g) SAP

h) I don’t know

i) Other accountancy software (please specify below)

Please select one or more options: MULTICODE

Please specify below*

SQ 9) Which of the following accounting software (if any) is your business part of a partnership programme with, meaning you receive discounted licenses for your clients?*

a) Xero

b) Sage

c) QuickBooks

d) FreshBooks

e) FreeAgent

f) Oracle

g) NetSuite

h) SAP

i) I don’t know

j) I/we don’t receive discounted licenses from any software

j) Other accountancy software (please specify below)

Please select one or more options: MULTICODE

Please specify below*

SQ 10) Within your company, do you have authority to bulk buy accounting software licenses for clients?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 11) Which of the following software (if any) do your clients use? Please select all that apply.*

a) Xero

b) Sage

c) QuickBooks

d) FreshBooks

e) FreeAgent

f) Oracle

g) NetSuite

h) SAP

i) Other accountancy software (please specify below)

Please select one or more options: MULTICODE

Please specify below*

Thank you for taking the time to complete these screening questions.

Please note that if you are accepted, your interview will be recorded and transcribed, but only the project teams will have access to this material.

If interviewed, your recordings will not be used for marketing purposes or shared with any third parties. You have the right to access, correct, or withdraw your data from this research at any time, or to restrict or object to its processing.

If you choose to withdraw, please contact us, and all recordings will be immediately deleted.

All recordings and transcripts will be deleted once the project is complete, and any resulting analysis will be depersonalised to protect your anonymity.

SQ 12) If accepted, are you comfortable participating in this research?*

a) Yes, I am

b) No, I am not interested.

c) I don’t know - ask me again in a few days.

SQ 13a) Which of the following best describes your experience using Zoom and its basic features, such as screen sharing?*

a) I am confident using Zoom and its basic functionalities

b) I’m not confident using Zoom, but I have used it at least once before

c) I have never used Zoom

Please select one option: SINGLE CODE

SQ 13b) Do you have a PC or laptop with working audio and video?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 13c) Do you have a strong, reliable internet connection that allows video calls without buffering?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 13d) Are you comfortable sharing your screen using Zoom?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 13e) Are you happy for the session to be video recorded for market research purposes?*

a) Yes

b) No

Please select one option: SINGLE CODE

APPOINTMENT

Thank you - I’d be grateful if you could advise of two or three suitable interview times (preferably at 10.30am or 2pm between Mon 2nd and Mon 9th March), so that we can speak for up to 60 minutes.*

Earliest Date and Time*

Next Date and Time (if available)

Thank-you - I would be grateful if you could confirm a few final details:

Your Name*

Your exact Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link