Who we’re speaking with
- Accountants
- Bookkeepers
- Tax professionals
- Small accounting practices
Related professional-service participants may also be considered.
Current Research
Document Privacy & AI Workflow Research
Fieldstone Digital is studying how professionals prepare confidential information before external sharing and AI-assisted work.
Recruiting Participants
- No confidential documents required
- About 2–3 minutes
- Complete it without contact information
No confidential client documents required.
To take part, please do not send Fieldstone Digital any of the following:
- Client files
- Tax documents
- Bank statements
- Passwords
- Social Insurance Numbers
- Account numbers
- Confidential customer information
- Other sensitive documents
This research concerns workflows and experiences only. You can complete the survey without providing any contact information.
Why we're studying this
Professionals increasingly work across client records, financial documents, business information, external service providers, and AI systems.
As more of that work moves between tools and organizations, deciding what can be shared, with whom, and in what form has become a routine part of the job.
Fieldstone Digital wants to understand how that plays out in practice today: the current workflows people follow, where the friction is, and the privacy considerations that shape their decisions. This study is about understanding the problem, not proposing an answer to it.
Research privacy
Only what's needed
We ask for the minimum information the research requires.
No client files
No documents or uploads are requested, at any point.
Contact is optional
Requested only if you choose to be available for a follow-up, with separate consent.
Not a marketing list
Taking part doesn't subscribe you to anything.
See the privacy notice for detail.
What participation looks like
A short survey
About 2–3 minutes, one question at a time.
An optional follow-up
A 10–15 minute conversation, only if you choose to share contact details.
Your responses help
They show Fieldstone how people work with confidential information today.
Interested in participating?
Help Fieldstone understand real-world workflows. The survey takes about 2–3 minutes, and no confidential documents are required.
Confidential and used for research only.
About Fieldstone
Jessie Viray
Founder, Fieldstone Digital
Fieldstone Digital is an independent Canadian software studio based in Ontario, Canada, founded by Jessie Viray. It researches recurring operational problems and builds focused software only when the evidence supports it.