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Mike Sabbatis: Beyond Paperless – Cloud Computing and Powerful Suites

What’s “the next big thing” in going digital? Two of the biggest things are cloud computing and highly integrated suites. Some firms are already taking advantage of what’s being offered today, but these will become industry standard in the next few years. Cloud computing is the next technology paradigm. The

Regular IRA to Roth IRA Conversion: Evaluating the Income Recognition Options

Editor’s note: Also read “Deferral and Spreading of Roth Conversion Income Not Always Best,” in the July 2010 issue of the Journal of Accountancy. Click here to download “Regular IRA to Roth IRA Conversion: Evaluating the Income Recognition Options,” an illustrative spreadsheet that allows planners to choose between two possible

Howard Brown: Doc.It Does What Most Engagement Software Can’t

How does Doc.It work? Within Doc.It Suite, we have replaced the paper file room with the Doc.It Archive. We have replaced the paper document with PDFs. Every client engagement is finalized and stored as a PDF in the Doc.It Archive. Every PDF is secure, searchable, properly named, assigned a retention

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AI risks CPAs should know

Are you ready for the AI revolution in accounting? This JofA Technology Q&A article explores the top risks CPAs face—from hallucinations to deepfakes—and ways to mitigate them.