Q. My customers and vendors seem to move around a lot, and I have a devil of a time keeping my Outlook contacts up to date. Any ideas?
A. There’s a free program, Plaxo, you can automatically e-mail to everyone in your address book, inviting them to update all their contact information. Plaxo also will send you a toolbar that makes it easy to initiate such an invitation to all your current contacts (see screenshot). To find out more, go to www.plaxo.com .
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Tax reform complicates year-end tax planningGet your clients ready for tax season with these year-end tax planning strategies, which address how to make the most of recent tax law changes, such as the new deduction for qualified business income and the cap on the deductibility of state and local taxes.
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What RPA is and how it worksRobotic process automation is like an Excel macro that can work on multiple applications, says Danielle Supkis Cheek, CPA. RPA can complete routine, repetitive tasks such as data entry, freeing up employee time from lower-level chores.