Accounting technology news and resources

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September 1, 2025

Create a dynamic to-do list with Excel’s checkboxes

Checkboxes can help you create interactive to-do lists and other types of lists that track progress.

September 1, 2025

Another way to manage authentication texts

Q. How can I manage multifactor authentication for text messages when I don’t want my staff to rely on my mobile device or use theirs? A. The most common method of multifactor authentication (MFA) involves using a text message. However, I don’t want the text message sent to my phone in case

September 1, 2025

2025 tax software survey

CPAs rate their return preparation software’s performance during this year’s tax season.

August 29, 2025

Take a bold leap instead of a tentative step

A profession leader discusses remote work, AI’s role in accounting, and how journaling and summer breaks help her stay grounded. Listen to the podcast episode or read the Q&A.

August 20, 2025

Calculating AI’s impact on CPAs: New study quantifies time savings

Researchers determine the real difference that generative AI can have on the average accountant in terms of time spent on routine data entry versus time available for client support and billable hours.

August 14, 2025

The power of a digital detox and the value of committee volunteering

The first installment of a three-episode podcast road trip features an in-person discussion with a CPA who has learned to prioritize unplugging while on vacation. Listen to the episode or read the Q&A with Iowa’s Carrie Kruse, CPA, CGMA.

August 1, 2025

Intelligent process automation (IPA) pre-implementation planning guidelines

This framework helps firms and finance departments align strategies, optimize processes, and get ready for deploying IPA.

August 1, 2025

Accounting automation’s intelligent future

Unlike robotic process automation, intelligent process automation has advanced AI that can assist with judgments previously only CPAs could handle.

August 1, 2025

Quickly clean data with Excel’s TRIMRANGE and trim references

The TRIMRANGE function eliminates blank rows or columns from the boundaries of a specified range. This can be helpful when importing data from external sources, which can result in inconsistent formatting.

August 1, 2025

Optimize your meeting calendar in Outlook

Microsoft Outlook has several features that make it easier to schedule
meetings and help you manage and share your calendar more efficiently.

July 16, 2025

Overworked or overwhelmed? The two sides of technology

Productivity is lacking in the workplace, according to a Microsoft survey, with technology posing both as the problem and the solution.

July 1, 2025

3 ways to use ChatGPT-4o with Excel

This column looks at three ways to use
ChatGPT-4o with Excel.

July 1, 2025

6 Android phone features that boost productivity

This column looks at six phone features that can help with productivity and support better work/life balance.

June 25, 2025

‘Shift your tech strategy’: 3 keys to positive ROI

Business leaders are investing more than ever in new technologies, but the investment likely won’t pay off without a plan that aligns tech with business objectives.

June 18, 2025

Lessons from a CPA whose firm delivered a ‘textbook response’ to data breach

The owner of a CPA firm in Texas told attendees at an AICPA & CIMA ENGAGE 25 session on data security that the breach was one of the hardest things she had experienced in her career, yet she came out of it with clients still viewing her positively.

June 13, 2025

Insights from ENGAGE: Clever ways to improve your focus at work

Technology is responsible for creating decision fatigue, but a productivity expert shares how you can use those same technologies to reverse the impact and gain greater focus.

June 9, 2025

ENGAGE road trip: Simple directions for a smooth AI journey

On the surface, the number of sessions at AICPA & CIMA ENGAGE 25 that touch on artificial intelligence might seem intimidating to AI newcomers, but an AI workshop instructor explains why getting started is easier than you think.

June 1, 2025

5 advanced ways to use ChatGPT

This column offers 5 ways to take your ChatGPT skills to the next level.

June 1, 2025

Say bye to PivotTables with Excel’s new PIVOTBY function

This column introduces PIVOTBY, a new Excel function that may let you say bye-bye to PivotTables.

June 1, 2025

Agentic AI poised to change the way CPAs work

Find out what the next leap in the evolution of artificial intelligence is and how it may affect the way accountants do their job.

FROM THIS MONTH'S ISSUE

Tax-efficient drawdown strategies in retirement

Want to stretch retirement funds and avoid tax pitfalls? This article shares tips and models for smarter drawdown strategies that maximize after-tax wealth, manage Social Security and Medicare impacts, and minimize surprises. Also see: Tax season preview and quick guide.