Accounting technology news and resources

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April 1, 2024

Microsoft’s huge AI rollout: What CPAs should know

Microsoft Copilot merges generative AI with key apps, potentially revolutionizing how accountants work. Here’s what early adopters say.

April 1, 2024

Vertical Tabs give one browser the Edge

There are three ways to turn on Vertical Tabs.

April 1, 2024

Tech roundtable: There’s more to AI than ChatGPT

Our panel provides perspective on the potential, perils, and place of GenAI in the wider context of artificial intelligence and automation.

March 28, 2024

How to best tackle technology and the talent pipeline

Tom Hood’s travels have been “eye-opening and quite rewarding”; he reflects on three years in an AICPA & CIMA executive role in this podcast episode with transcript.

March 28, 2024

Organizations moving forward with generative AI despite concerns, survey shows

More than 70% of finance executives have worries related to privacy, ethics, and accuracy, but some respondents in an AICPA & CIMA survey say they’re moving ahead with implementation of generative AI tools.

March 18, 2024

Risk concerns remain for CFOs, but they see improvement ahead

Three in five finance leaders say “now is not a good time” to take greater risks, according to Deloitte’s first-quarter North American CFO Signals survey, partly because of expected upcoming interest rate cuts.

March 1, 2024

A first look at using Microsoft’s new AI tool, Copilot

This article offers a brief overview of Copilot and then looks at some interactions with the Bing version of Copilot in the Edge browser.

March 1, 2024

Data analytics and visualization in the audit

The ability to quickly identify key points in large quantities of data — and to illustrate those findings to assess audit-related impacts — gives auditors a key tool for transforming audit processes.

March 1, 2024

An efficient way to schedule multi-person meetings

This article shows how to use the Meeting poll feature in Calendly to set up meetings with multiple guests.

February 29, 2024

The key to reducing errors with AI: Technology acceptance

Emerging technology can help the finance function eliminate errors, but effective execution may hinge on companies cultivating a high level of acceptance among users.

February 26, 2024

C-suite goal: Keep up with new technology

Keeping up with new technology is the top personal challenge for executives, followed closely by balancing career and personal life, and embracing change and innovation, according to a new survey.

February 22, 2024

JofA roundtable: Why 2024 is shaping up as a big year for ‘people tech’

There’s more to technology than artificial intelligence. Discover other tech topics CPAs need to know in the latest episode of the JofA podcast, featuring three of the top technology experts in the accounting profession. This is the second of two parts.

February 21, 2024

Tech roundtable: AI and automation go way beyond ChatGPT

There’s a lot more to artificial intelligence than ChatGPT. What is it and how will CPAs be affected? Find out from three top accounting technology experts in the latest episode of the JofA podcast, which includes a full transcript.

February 7, 2024

Privacy and profits: How responsible data protection can drive revenue

Many companies report a solid return on investment from their actions to protect and promote privacy, but a few simple steps could boost both profitability and security.

February 6, 2024

Super Bowl CFO Q&A: AI, risk management, enjoying the moment

New viewing platforms, new ways to reach fans, and embracing the here and now — hear about all those topics and more in this podcast episode with the finance chief of a Super Bowl regular.

February 1, 2024

What AI can do for auditors

Firm leaders explain why they are using artificial intelligence to transform audits and how they are handling barriers to AI adoption.

February 1, 2024

Resources for advancing your Microsoft skills

This column discusses the resources available to help sharpen your Microsoft skills.

February 1, 2024

Building RPAs that start automatically

This column discusses RPAs that run automatically when triggered.

January 22, 2024

As excitement about Gen AI grows, can companies keep up?

The majority of Americans are excited about the role Gen AI can play in their everyday lives, but a global survey finds that the majority of executives aren’t thrilled with their companies’ level of commitment to the rapidly growing technology.

January 11, 2024

For all future bosses: A leader’s take on in-office work, AI, and more

Kimberly Ellison-Taylor explains why she’s energized by recent conference interactions and offers advice for those with leadership aspirations in this podcast episode with transcript.

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.