Accounting technology news and resources

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May 1, 2025

How CPAs can combat the rising threat of deepfake fraud

Faked, live video and audio of executives can fool employees and cost companies millions, but accountants can take steps to mitigate the risk.

May 1, 2025

Using Excel’s GROUPBY function as a PivotTable alternative

This month’s column introduces Excel’s GROUPBY function as a PivotTable alternative.

May 1, 2025

How to set up and use Microsoft SharePoint

This column demonstrates how to set up and use SharePoint as a cloud file storage and touches on other features.

April 1, 2025

How to use Excel’s AGGREGATE Function

This month’s column shows how to use the remarkably versatile AGGREGATE function in Excel.

April 1, 2025

How accountants can balance technology and critical thinking

Overreliance on technologies such as AI may cause problems, but CPAs can take steps to keep their thinking caps on.

March 21, 2025

The ROI of generative AI: It’s growing rapidly, CFOs say

Nearly 9 in 10 survey respondents believe artificial intelligence is providing a “very positive” return on investment, and even more express high levels of trust in the technologies.

March 20, 2025

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.

March 1, 2025

Get into the flow with AI-powered app Miro

This article shows how to use Miro to build a flowchart.

March 1, 2025

Doing accounts receivable aging reports in Excel

This article provides an example of building a dynamic AR aging schedule in Excel.

February 21, 2025

The cost of doing business: Pay increases may be muted in 2025

A survey of CFOs and finance leaders across all industries reveals that while most still see value in pay bumps for staff, increases may be slowing.

February 1, 2025

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.

February 1, 2025

5 tech items to take on work trips

This travel kit can help you complete almost as many tasks as you would from home.

February 1, 2025

Generative AI’s toughest question: What’s it worth?

Finance leaders struggle to determine generative AI’s costs and benefits, but there are suggestions on how to tackle the problem.

February 1, 2025

How finance can get started with gen AI

Follow these steps to make sure you are on track with this game-changing technology.

January 1, 2025

Using Excel’s What-If Analysis with Data Table for data analysis

This column shows how to use the Data Table option in Excel’s What-If Analysis tool.

January 1, 2025

An introduction to meeting assistant apps

This column offers an overview of meeting assistant apps.

December 12, 2024

Gravitating to gen AI: CPA leaders show increased interest

More than 3 in 5 business executives surveyed by the AICPA are at least contemplating the use of generative AI, signaling that broad adoption could be around the corner.

December 1, 2024

Using Excel’s Goal Seek for data analysis

This month’s column shows how to use Excel’s Goal Seek for data analysis.

November 25, 2024

Managing change: 3 strategies to avoid a tech transformation tailspin

With about two in three transformations failing, a leader navigating three transformations at one time explains how she plans to avoid becoming a statistic.

November 1, 2024

The data-driven audit: Technology and the future of auditing

Cathy Rowe, Senior Vice President and Segment Leader, U.S. Professional Market, Wolters Kluwer Tax & Accounting North America, discusses how data-driven insights combined with analysis and guidance can make audits more thorough and help firms make better decisions.

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.