CPAs assess how their return preparation products performed.
Information management and technology assurance
Book appointments more efficiently
This article discusses a way to streamline the process of setting up meetings.
How authentication issues can affect financial data and financial statement audits
Organizations must look beyond traditional controls to safeguard data.
Join text in Excel
This article offers four methods to join usernames to the @ symbol and domain.
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.
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.
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.
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.
Bring attention to a comment in Excel with @mentions
Excel recently released @mentions to tag specific people within the comments.
Collaboration with an Excel workbook
A share feature in Excel allows you to share your workbook and specify sections, tables, ranges, charts, or worksheets that need to be addressed or viewed by someone else.
A taxonomy for classifying digital assets
A nonauthoritative guide aids accountants with discussions about digital assets, general ledger account management, establishing internal controls, and complying with anticipated regulatory changes around reconciliations and disclosures.
CPA.com announces launch of generative AI initiative
The AICPA’s business and technology subsidiary announced plans to deliver a series of initiatives to build awareness and understanding of generative AI for the accounting profession.
Can ChatGPT answer your clients’ questions?
We put ChatGPT to the test with hypothetical tax questions. See if you think it’s ready to compete with a CPA.
Take refuge in a password manager
Password managers have features an Internet browser lacks that can make your life easier, such as a customized password generator and built-in authenticator for six-digit codes.
Bots emerge as cyber threat for accounting firms
Hackers are now using bots to identify and attack cybersecurity vulnerabilities on a mass scale. What can accountants do to bolster their defenses? Find out from technology and cybersecurity expert Roman Kepczyk in the latest episode of the Journal of Accountancy podcast.
Tech roundtable: Getting your data in order
Technology leaders in accounting discuss digital assets, what CPAs need to know about Web 3.0, and more in this podcast episode with transcript.
Tech roundtable: Tapping into automation and tools of the future
Technology leaders in accounting discuss when and when not to use ChatGPT and robotic process automation in this podcast episode with transcript.
How to handle AI chatbots in the classroom
AI chatbots such as ChatGPT are very popular among students. Here’s how some professors are handling them.
Get started with robotic process automation: Build your first bot
Follow this step-by-step guide to create a bot to automate simple business tasks.
Organize notes digitally
OneNote allows you to create digital notebooks to document and organize ideas, things to do, office procedures, and project notes.
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Preparing clients for new provisions next tax season
As the 2025 filing season approaches, H.R. 1 introduces significant tax reforms that CPAs must be prepared to navigate. These legislative changes represent some of the most comprehensive tax updates in recent years, affecting both individual and corporate taxpayers. This report provides in-depth analysis and guidance on H.R. 1.