Accounting technology news and resources

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November 1, 2023

Technology in audit: More than a numbers game

Costs and change fatigue are legitimate concerns, but can firms afford not to upgrade?

November 1, 2023

Change the orientation of text in Excel

You can choose from several text orientations in Excel.

October 5, 2023

Why should CPAs understand ChatGPT?

Two accounting educators focused on generative AI provide a look into the future of tools such as ChatGPT in this podcast episode with transcript.

October 5, 2023

Harnessing collaboration for workplace transformation

Advances in technology are turning the business world upside down — and accounting is no exception. The paradigm shift taking place calls for radical innovation and transformation. Collaboration is the key.

October 1, 2023

Using Data Validation to circle specific data in Excel

You can automate the task of inserting red circles around items using Data Validation tools.

October 1, 2023

Leveraging advanced tech

Dean Sonderegger, Senior Vice President and General Manager Research & Learning, Wolters Kluwer Tax & Accounting North America, discusses how AI is transforming the accounting profession.

October 1, 2023

Incorporate text in one cell using Fill/Justify in Microsoft Excel

You can combine text that is separated into multiple cells in Excel.

October 1, 2023

Import data from a picture into Excel

Excel allows you to extract data from a picture.

September 8, 2023

IRS vows new enforcement efforts aided by AI

Commissioner Danny Werfel describes an IRS that focuses on the wealthy and uses artificial intelligence to find discrepancies in large partnership filings.

September 1, 2023

7 ways to use Outlook more effectively

Here are seven Outlook features to help improve your experience with the application.

August 31, 2023

An updated practice aid and how it can assist in audits of digital assets

Updates to a digital assets practice aid provide valuable information for accounting for and auditing of digital assets. A CPA explains more in this podcast episode with transcript.

August 17, 2023

Hybrid intelligence: Working with AI instead of against it

An entrepreneur and keynote speaker explains why artificial intelligence can be embraced and appreciated, instead of feared, in this podcast episode with transcript.

August 1, 2023

2023 tax software survey

CPAs assess how their return preparation products performed.

August 1, 2023

Book appointments more efficiently

This article discusses a way to streamline the process of setting up meetings.

August 1, 2023

How authentication issues can affect financial data and financial statement audits

Organizations must look beyond traditional controls to safeguard data.

August 1, 2023

Join text in Excel

This article offers four methods to join usernames to the @ symbol and domain.

August 1, 2023

Cybersecurity for tax pros

John Sapp, CPA, Chief Revenue Officer, Drake Software, discusses some ways tax professionals can protect their clients’ data and prepare for the worst.

July 27, 2023

AICPA debuts new practice aid for tech-enabled auditing

The AICPA Auditing Standards Board’s Technology Working Group has developed a new practice aid that will emphasize how technology should be seen as a key enabler, elevating audit effectiveness and efficiency for the future. It uses risk assessment procedures under SAS No. 145 as the example.

July 7, 2023

Writing advanced Excel macros with GPT-4

For a fee, the AI tool offers more computing power to help automate repetitive tasks such as cleaning data.

July 1, 2023

Use Forms to collect client feedback

Surveys are great for collecting information from your clients, and using software to collect responses makes generating reports and metrics a breeze.