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Accounting Professionals: Workflow Evaluation Study

Terac · United States · Remote

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About Terac

Terac is an AI‑native research platform that sources participants, conducts human‑like interviews at scale, analyzes results, and pays out participants - delivering actionable insights in hours, not weeks. Backed by Emergence Capital.

About the role

Walk us through a typical accounting or tax preparation workflow. Discuss pain points in your current day-to-day accounting processes.

More about this role

We're running a paid study on the daily workflows of accounting professionals. The goal is to understand how practitioners navigate tasks within their primary software environments. Your feedback will directly influence the design of future financial tools and integrations.

You will join a remote video call to discuss your current accounting processes. We will ask you to walk through a typical workflow, detailing how you handle common scenarios. You will then react to several concepts designed to streamline these tasks. Finally, we will gather your feedback on potential improvements to existing software interfaces.

We are looking for mid-level accounting professionals who regularly manage financial workflows. We welcome public accountants, corporate accountants, bookkeepers, and financial controllers. Candidates should have hands-on experience with standard tax and accounting software packages.

Walk us through a typical accounting or tax preparation workflow.

Describe how you navigate your primary software tools.

React to proposed concepts for new financial integrations.

Discuss pain points in your current day-to-day accounting processes.

Current professional in the accounting...

Read the full posting on Terac's site ↗

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