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Working smarter: 3 apps for CPAs

Expert panelists who will appear at AICPA & CIMA ENGAGE 25, June 9–12 in Las Vegas and live online, share top app recommendations across three main categories: productivity, training, and communication.

Financial tracing: Show me the money

A forensic accounting expert details types of financial tracing and explains why human skills remain important even as technology speeds up some tasks. Listen to the podcast episode or read the Q&A.

How to use Excel’s UNIQUE Function

Excel’s UNIQUE function allows users to extract unique values from a dataset, making it easier to identify and remove duplicates.

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.