Check out GruntWorx’s Organize and Populate products, which organize your client’s tax documents and enter the data into your tax preparation software automatically.
Information management and technology assurance
Expanding your app-titude
This month: Make meeting planning easier with Doodle … Want to schedule ahead with Uber? Try TimeTravel
CPA firms place new services atop innovation priority list
CPA firms believe the development of new client services should be their top innovation priority over the next 12 to 18 months, according to a new survey.
Businesses and tax ID theft
Businesses may need CPAs’ help in protecting against and remedying tax-related identity theft.
Microsoft Excel: The highly coveted ceramic chicken award
Q: At the June AICPA Tech+ Conference, you began your Excel presentation by asking the audience if they had ever used specific Excel features and functions; can you please share that list with me? A:I frequently begin my Excel presentations to large audiences by finding the most Excel-savvy CPA in the
Expanding your app-titude
This month: Take your billing efforts mobile with Invoice2go .. Accept credit card payments with Square Register
Microsoft Word: The ideal setting
Q: I’ve grown weary of having to change Word’s default fonts and formats, as well as insert footers each time I create a new Word document, so I’ve resorted to opening a saved blank document where I’ve already specified my default fonts and formats, including my default footer. This seems to
Microsoft Excel: Give me a break
Q: I can’t figure out why the “Page break between groups” option in my Excel 2013 workbook doesn’t work.
The 2015 CPA technology gift guide
Laptops, tablets, watches, and more: This holiday season features goodies galore!
Microsoft Excel reader tip: Simple and elegant date conversions
In response to the August Technology Q&A topic “Dating Problems, Part 3” (page 85), reader Daniel Warco, CPA, (controller for the Elizabeth Glaser Pediatric AIDS Foundation in Washington) sent me a better solution than the ones I had suggested. As a reminder, the Excel question involved converting two-digit-year, text-based numbers
Electronic payments: Credit cards getting smarter
In an effort to combat credit card fraud, the U.S. credit card industry has adopted the EMV credit card standards.
Google Android: Easy does it
How to block unsolicited spam callers on Android-based smartphones.
Expanding your app-titude
Keep track of your staff with Simple In/Out … Build a Strikingly website; track traffic with the app
How to debug Excel spreadsheets
Small errors in a complex spreadsheet can cause huge problems. Learn how to find and fix those mistakes.
Microsoft Excel: Hidden mergers
How to find merged cells in an Excel workbook created by someone else.
Pinterest: Pinning for profit
Pinterest launched an option that allows you to create a business page.
9 time-saving tech tips for the busy CPA
If you’d like to be more efficient on the job, tech-focused solutions are a logical place to start.
Expanding your app-titude
This month: Charlie aims to help you connect with people at conferences and meetings … When it comes to note-taking, it’s hard to beat Notability
Microsoft Outlook: The quick step
Outlook has a Quick Steps feature that allows you to automate several tasks as a single task.
Microsoft Excel: Put this chart on your radar
Excel can produce a filled radar chart, which can be useful for comparing a multitude of attributes across multiple items, and the visual results may be the solution you seek.
Features
FROM THIS MONTH'S ISSUE
Building a better CPA firm: Stepping up service offerings
A key step in business model modernization is determining how to implement services that satisfy clients and employees.