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Accounting Professionals: Evaluation of Core Workflows

RemoteRemoteContract$1,500–$1,500 /yrPosted 23 days ago

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Required skills

accounting workflows
financial professionals
daily tasks
software tools
standard processes
accounting operations
financial records
tax preparation
bookkeeping
CPAs

Nice to have

AI
AI experts
AI labs
product teams
study participants
remote session

Role summary

Terac is conducting a paid remote study to evaluate accounting workflows and identify improvements in financial software and processes. They are seeking mid-level accounting professionals, including CPAs, staff accountants, tax associates, and bookkeepers, with hands-on experience in financial reporting, tax preparation, or bookkeeping using industry-standard platforms like QuickBooks, UltraTax, or CCH ProSystem fx. Participants will walk through their daily tasks, discuss software usage, evaluate scenarios, and provide feedback on bottlenecks and potential improvements. The compensation is $1,500 per task.

What We're Researching

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.

How It Works

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.

Who This Is For

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.

What You'll Do

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.

Who Should Apply

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

Compensation

$1,500 per task

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About Terac

Terac is building the world's largest pool of vetted human experts for AI. Researchers, AI labs, and product teams use Terac to recruit, screen, and pay study participants across industries, languages, and skill sets.

Learn more at terac.com or on YouTube at @jointerac.

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