Accounting technology news and resources

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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

Tech roundtable: Getting your data in order

Technology leaders in accounting discuss digital assets, what CPAs need to know about Web 3.0, and more in this podcast episode with transcript.

May 11, 2023

Tech roundtable: Tapping into automation and tools of the future

Technology leaders in accounting discuss when and when not to use ChatGPT and robotic process automation in this podcast episode with transcript.

May 10, 2023

How to handle AI chatbots in the classroom

AI chatbots such as ChatGPT are very popular among students. Here’s how some professors are handling them.

May 1, 2023

Get started with robotic process automation: Build your first bot

Follow this step-by-step guide to create a bot to automate simple business tasks.

May 1, 2023

Organize notes digitally

OneNote allows you to create digital notebooks to document and organize ideas, things to do, office procedures, and project notes.

May 1, 2023

Apply the same formatting to an entire Excel workbook

Applying the same formatting to each sheet
in an Excel workbook is ideal when each of your
sheets is set up the same, but it can be helpful in
other circumstances as well.

May 1, 2023

AutoFormat tables in Excel

An AutoFormat option in Excel will format your
table and allow you to choose from several options.

May 1, 2023

Digital documentation: Avoiding a business deduction disallowance

Common taxpayer lapses of substantiation can be remedied with a little awareness and versatile digital recordkeeping apps.

May 1, 2023

The promise and peril of ChatGPT

Early adopters are finding uses for ChatGPT in accounting, but the chatbot raises concerns about security and accuracy.

May 1, 2023

Increase capacity with automation

Firms should consider costs and risks to prioritize
automating repetitive tasks, panelists in our
technology roundtable suggest.

May 1, 2023

Fill blank cells in Excel

Learn how to fill blank cells in Excel.

April 7, 2023

Build ChatGPT into Excel

Many online resources demonstrate multiple codes or other ways to build ChatGPT into Excel and other applications.

March 30, 2023

Make the documentation process more efficient with Scribe

Scribe is a combination of screen recorder and documentation writer and can help build a step-by-step guide with actions and zoomed screenshots of what you typed or clicked on.

March 16, 2023

Cultivating tech talent: A CPA firm leader’s elementary approach

The CEO of a top 100 CPA firm shares more about her unconventional journey to becoming a CPA and why she seeks out unconventional talent in this podcast episode with transcript.

March 15, 2023