Electronic communication can be fraught with peril for the unwary CPA.
Information management and technology assurance
Digital money: A bit about bitcoin
While the complex details related to using bitcoin exceed the scope of this article, here’s some information that you may find useful.
Microsoft Excel: Become an Excel groupie
Tips for using Excel’s Subtotal and PivotTable tools.
Microsoft Excel: Excel in handcuffs
How to unhide unused columns and rows.
Still more accounts found hacked in IRS “Get Transcript” breach
A TIGTA investigation into the data breach first discovered last May brings the total number of taxpayers whose tax transcripts were potentially compromised to 724,000.
Internal auditors challenged by cybersecurity, data quality
Many internal audit departments are short on cybersecurity expertise and lack involvement in evaluating the quality of the data used in their organizations, according to a new survey.
IRS suffers another data breach
The IRS revealed that it discovered and stopped an automated cyberattack on its e-filing personal identification number (PIN) system last month.
Computer hardware: Accelerate your mouse
How to correct a common computer mistake.
Expanding your app-titude
This month: Add some style to your branding with Word Swag … Need a reminder? Try FollowUpThen
Microsoft Excel: Failure to launch
How to get Excel to open a new blank workbook upon launching the program.
New client services top list of CPA firm priorities
The recent CPA.com Innovation in Public Accounting Survey says practices that have adopted or investigated cloud-based technologies are more likely to perceive a need for faster innovation.
Cybersecurity: Unknown Google device
How to remove devices from your Google account.
Microsoft Excel: A formula for going green
How to color-code formulas in Excel.
Microsoft Word: Making the grade
Here’s how to check your Word document’s reading grade level using the Flesch-Kincaid score.
User-friendly internet: Carlton’s pondering
I wonder if those websites know they are pushing some of their readers away with their convoluted reading format, perhaps forever.
Microsoft Excel: Rowing logically
How to convert these two or three lines of data records into single rows.
Secure data transmission: Button your share
To use ShareFile in its most secure manner, you should check the box labeled Require recipients to log in for each ShareFile message you send.
Tax return preparation: Outsource your grunt work
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.
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.
Features
FROM THIS MONTH'S ISSUE
Build reusable Skills in Anthropic’s Claude AI
Instead of rewriting prompts each time, CPAs can turn routine tasks into reusable AI Skills. This Technology Q&A walks through how to build Claude Skills that process files, ask setup questions, and export clean Excel outputs.
