State of Accounting 2026 finds accountants embracing AI and automation—yet disconnected systems and inefficient processes continue to limit productivity and consistent client experiences
Even with ongoing operational challenges, enthusiasm for the profession remains high. Nearly all accountants (98%) say they love their work—citing problem-solving, career stability and meaningful client impact as top motivators. But efficiency gaps persist: three-quarters (75%) say their workflows involve too many steps, and 57% report they can do their jobs effectively—but not efficiently—highlighting the disconnect between the work accountants want to do and what today’s systems enable.
“Accountants are committed to delivering exceptional client experiences and outcomes, but too much of their time is still consumed by manual processes, disconnected tools and operational friction,” said
Key Findings from the State of Accounting 2026 Report
- Client experience is the top priority—yet hard to deliver consistently: Client experience ranks as the number one priority for individual accountants (97%) and their firms (98%). Yet only half say it’s easy to deliver that experience consistently, largely due to operational inefficiencies.
- AI is already mainstream—and accelerating: Today, 84% of accountants use AI for tasks such as document summarization, workflow routing and validation, security enhancement and client advisory support. Concerns about data privacy, bias and governance continue to shape how firms scale responsibly.
- Technology is essential, but too often fragmented: Nearly all respondents (98%) say they need technology that streamlines processes and improves efficiency. Still, 61% say they’re slowed by switching between too many tools, and 65% report a lack of automation for routine accounting tasks.
- Automation is trusted but underused: While 97% believe automation enhances the client experience, only 24% say a large portion of their work is automated. Integration challenges, security concerns, budget constraints and leadership resistance remain key barriers.
- Secure document exchange remains a major friction point: 61% of accountants say document exchanges aren’t secure enough, reinforcing the need to protect sensitive data without sacrificing productivity or collaboration.
“The big opportunity for businesses right now is the use of AI,” said
To overcome these barriers, firms are prioritizing tool consolidation, streamlined collaboration and embedded automation and security. Solutions like Progress® ShareFile® help simplify client onboarding, reduce tool sprawl and securely manage document-heavy workflows—so teams can work faster, better safeguard sensitive information and deliver more consistent client experiences without adding complexity.
About the Survey
The State of Accounting 2026 report is based on a nationwide survey of 311 U.S.-based accounting professionals across accounting, tax, audit and bookkeeping firms, as well as in-house roles at organizations of varying sizes. The research explores job satisfaction, efficiency, client experience priorities, technology adoption, automation, AI usage and security challenges shaping the future of accounting.
To further explore the findings from the State of Accounting 2026 report, Progress will host a webinar on
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