2026 CPAFMA Technology Survey Findings Released

Published January 5, 2026 By Roman Kepczyk, CPA, CITP, PAFM, Rightworks

The CPA Firm Management Association (CPAFMA.com) completed their 2026 Digitally Driven Firm survey in December 2025 to identify the technologies and applications firms are adopting and using going into the upcoming busy season. With the obvious impact that AI is having on changing the technology landscape at an increasingly faster pace, this year’s survey consolidated alternating hardware and software surveys into a single survey to be updated and administered annually.


For 2026, 162 firms participated with 51% having between 26 and 100 personnel and 18% having more than 100 members. In addition, 40% were multi-office, reflecting the medium to larger size firms representative of CPAFMA membership. This information was presented in a webinar on December 16, 2025 which is available to members.

Click here to look at the findings and benchmark your firm.