Accounting technology news and resources

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September 1, 2023

7 ways to use Outlook more effectively

Here are seven Outlook features to help improve your experience with the application.

August 31, 2023

An updated practice aid and how it can assist in audits of digital assets

Updates to a digital assets practice aid provide valuable information for accounting for and auditing of digital assets. A CPA explains more in this podcast episode with transcript.

August 17, 2023

Hybrid intelligence: Working with AI instead of against it

An entrepreneur and keynote speaker explains why artificial intelligence can be embraced and appreciated, instead of feared, in this podcast episode with transcript.

August 1, 2023

2023 tax software survey

CPAs assess how their return preparation products performed.

August 1, 2023

Book appointments more efficiently

This article discusses a way to streamline the process of setting up meetings.

August 1, 2023

How authentication issues can affect financial data and financial statement audits

Organizations must look beyond traditional controls to safeguard data.

August 1, 2023

Join text in Excel

This article offers four methods to join usernames to the @ symbol and domain.

August 1, 2023

Cybersecurity for tax pros

John Sapp, CPA, Chief Revenue Officer, Drake Software, discusses some ways tax professionals can protect their clients’ data and prepare for the worst.

July 27, 2023

AICPA debuts new practice aid for tech-enabled auditing

The AICPA Auditing Standards Board’s Technology Working Group has developed a new practice aid that will emphasize how technology should be seen as a key enabler, elevating audit effectiveness and efficiency for the future. It uses risk assessment procedures under SAS No. 145 as the example.

July 7, 2023

Writing advanced Excel macros with GPT-4

For a fee, the AI tool offers more computing power to help automate repetitive tasks such as cleaning data.

July 1, 2023

Use Forms to collect client feedback

Surveys are great for collecting information from your clients, and using software to collect responses makes generating reports and metrics a breeze.

July 1, 2023

Bring attention to a comment in Excel with @mentions

Excel recently released @mentions to tag specific people within the comments.

July 1, 2023

Collaboration with an Excel workbook

A share feature in Excel allows you to share your workbook and specify sections, tables, ranges, charts, or worksheets that need to be addressed or viewed by someone else.

July 1, 2023

A taxonomy for classifying digital assets

A nonauthoritative guide aids accountants with discussions about digital assets, general ledger account management, establishing internal controls, and complying with anticipated regulatory changes around reconciliations and disclosures.

June 7, 2023

CPA.com announces launch of generative AI initiative

The AICPA’s business and technology subsidiary announced plans to deliver a series of initiatives to build awareness and understanding of generative AI for the accounting profession.

June 1, 2023

Can ChatGPT answer your clients’ questions?

We put ChatGPT to the test with hypothetical tax questions. See if you think it’s ready to compete with a CPA.

June 1, 2023

Take refuge in a password manager

Password managers have features an Internet browser lacks that can make your life easier, such as a customized password generator and built-in authenticator for six-digit codes.

May 25, 2023

Bots emerge as cyber threat for accounting firms

Hackers are now using bots to identify and attack cybersecurity vulnerabilities on a mass scale. What can accountants do to bolster their defenses? Find out from technology and cybersecurity expert Roman Kepczyk in the latest episode of the Journal of Accountancy podcast.

May 18, 2023