Adopting new technologies can be challenging, especially in CPA firms where traditional practices are deeply rooted. Resistance to change is common, but it can be managed effectively with the right strategies.

In the 2024 CPA Firm Trends Report, we delve into the common causes of resistance and offer practical solutions to foster a culture of innovation.

Understanding the Resistance:

Resistance is often caused by multiple factors simultaneously, so it’s important to thoughtfully consider what your firm may be facing.

Much of the resistance could stem from employee concerns such as job displacement anxiety, being overwhelmed by the complexity, a lack of training, not understanding the benefits of adopting the new technology, and more. There could also be cultural barriers at the firm such as a long history of established practices and the view of new technology as a disruption to proven methods.

5 Strategies to Overcome Resistance:

1. Education & Training: Provide comprehensive training sessions to familiarize staff with new tools.
2. Involve Stakeholders: Engage employees in the decision-making process to gain their buy-in.
3. Clear Communication: Highlight the benefits of the new technology, such as increased efficiency and reduced workload.
4. Support Systems: Establish a support system to help employees adapt to the new technology.
5. Create a Culture of Innovation: Foster an environment where experimentation is encouraged, and failure is seen as a learning opportunity.

Overcoming resistance to technology adoption is essential for CPA firms to remain competitive and efficient. By implementing these strategies, firms can create a supportive environment that embraces change and innovation, leading to long-term success.

To learn more about overcoming technology resistance and to access the full 2024 CPA Firm Trends Report, register for our upcoming webinar: “Digital Transformation for CPA Firms: Insights & Strategies from the 2024 CPA Firm Tech Report” on Friday, September 20, from 11 a.m.–Noon ET.

How to Register for the Webinar:

• If you’re in the Technology or Practice Management Member Section: Click here to register for the free webinar (use incpas.org login).
  Reminder: The 2023–24 Member Section program year ends June 30, 2024. Be sure you've reenrolled in your Member Section for 2024–25 to receive access to this webinar – it can be done at the same time you renew your membership.
• If you’re not in the Technology or Practice Management Member Section: You can enroll in the Technology and/or Practice Management Member Sections now to gain access to the upcoming webinar and whitepaper. Member Sections are $99 each and can be added at any point throughout the INCPAS membership year.