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TOPICS

Information management and technology assurance

Organize notes digitally

OneNote allows you to create digital notebooks to document and organize ideas, things to do, office procedures, and project notes.

AutoFormat tables in Excel

An AutoFormat option in Excel will format your
table and allow you to choose from several options.

The promise and peril of ChatGPT

Early adopters are finding uses for ChatGPT in accounting, but the chatbot raises concerns about security and accuracy.

Increase capacity with automation

Firms should consider costs and risks to prioritize
automating repetitive tasks, panelists in our
technology roundtable suggest.

Build ChatGPT into Excel

Many online resources demonstrate multiple codes or other ways to build ChatGPT into Excel and other applications.

Outlook flags and rules

This article discusses two simple tools available in Outlook desktop and Outlook online.

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Preparing clients for new provisions next tax season

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.

From The Tax Adviser

September 30, 2025

Current developments in taxation of individuals: Part 1

August 30, 2025

2025 tax software survey

August 30, 2025

Are you doing all you can to keep the cash method for your clients?

July 31, 2025

Current developments in S corporations