Accounting technology news and resources

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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.

June 1, 2025

Real-life ways accountants are using AI

From mail automation to technical memos to data analysis and marketing, CPAs are transforming their work processes.

May 15, 2025

The ‘robot uprising’ and you: A CPA leader’s view on harnessing AI

An expert on artificial intelligence explains why the profession is well suited to deal with fast-moving technological changes despite saying, “Nobody can actually fully keep up.” Listen to the podcast episode or read the Q&A.

May 8, 2025

Professional liability Q&A: AI disclosure, retired-partner risk, and more

An author of the JofA’s Professional Liability Spotlight column explains why the answer to the question “Should I disclose my use of generative AI to clients?” isn’t simple. Listen to the podcast episode or read the Q&A.

May 7, 2025

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.

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.

FROM THIS MONTH'S ISSUE

Promises of ‘fast and easy’ threaten SOC credibility

CPAs who provide Service and Organization Control (SOC) examinations warn that an ongoing push for high-volume SOC services may come at the cost of quality and objectivity.