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Information management and technology assurance

Using Advanced Filter in Excel

Learn how to filter data using wild cards and other complex criteria using Advanced Filter in Excel.

How to compare documents

Learn how to find changes to a Word document when Track Changes wasn’t turned on.

Advice from an expert on cyber insurance coverage

Cybersecurity specialist Mike Foster shares common questions that insurance companies might ask when your company is applying for cyber insurance coverage and advice on how to address them.

The payoffs of RPA for one accounting firm

How can organizations and firms evaluate whether robotic process automation (RPA) is right for a project? First, they must know what RPA is and isn’t, and the pain points they are trying to address. An expert shares knowledge on the topic in this podcast episode with transcript.

Change the case of text in Excel

You can change the case of a text string in Excel by using LOWER, UPPER, and PROPER, and they are all so simple to use.

Using 3D formulas in Excel

Using 3D formulas is a easy way to manage files than summing each individual spreadsheet tab.

Kevin H. Wang, CPA/CITP

Kevin H. Wang, CPA/CITP, is director of innovation at Warren Averett CPAs and Advisors. He works out of the firm’s Birmingham, Ala., office.

SPONSORED REPORT

Agentic accounting has arrived: What’s hype and what’s real?

Artificial intelligence (AI) is moving beyond chatbots and into accounting workflows. A new generation of agentic AI tools can plan, execute, and adapt as they complete tasks, raising expectations for what automation can do inside firms and finance departments. What can agentic AI realistically do today and what challenges are there in its implementation? Find out in this Journal of Accountancy sponsored report.

From The Tax Adviser

August 31, 2026

What today’s clients expect from their CPA and how firms are responding

August 31, 2026

2026 tax software survey

August 31, 2026

A risk framework for AI use in tax administration and preparation

July 31, 2026

Current developments in S corporations