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A better way to save

You can specify a default location to save your Excel workbooks. You can also “pin” other locations so that they are quickly accessible every time you save.

Using the Excel Camera tool

You can use Excel’s Camera tool to add images of Excel tables, charts, ranges, and single cells to your dashboard.

SPONSORED REPORT

Preparing clients for new provisions next tax season

As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.