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User Research
User Experience Design
What We Are Researching:
- How financial experts manage complex workflows within standard accounting software.
- Understanding daily processes to design better tools for handling books, reporting, and reconciliation.
- Seeing firsthand how experienced users navigate and optimize accounting tasks.
How It Works:
- You will share your screen and walk through a typical accounting workflow.
- Demonstrate how you navigate the software to accomplish specific financial tasks.
- Discuss workarounds and highlight areas where the interface helps or hinders productivity.
Who This Is For:
- Practicing accounting professionals who are power users of QuickBooks.
- CPAs, bookkeepers, staff accountants, and fractional CFOs who rely on this software daily.
- Comfortable sharing your screen and explaining the rationale behind your workflow choices.
What You Will Do:
- Walk us through a typical financial workflow via screen share.
- Explain steps to complete complex accounting tasks.
- Answer questions about how you optimize your daily routines.
Terac
Terac is building the world's largest pool of vetted human experts for AI. They work with researchers, AI labs, and product teams to recruit study participants across industries.