Applying the same formatting to each sheet
in an Excel workbook is ideal when each of your
sheets is set up the same, but it can be helpful in
other circumstances as well.
Information management and technology assurance
AutoFormat tables in Excel
An AutoFormat option in Excel will format your
table and allow you to choose from several options.
Digital documentation: Avoiding a business deduction disallowance
Common taxpayer lapses of substantiation can be remedied with a little awareness and versatile digital recordkeeping apps.
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.
Fill blank cells in Excel
Learn how to fill blank cells in Excel.
Build ChatGPT into Excel
Many online resources demonstrate multiple codes or other ways to build ChatGPT into Excel and other applications.
Make the documentation process more efficient with Scribe
Scribe is a combination of screen recorder and documentation writer and can help build a step-by-step guide with actions and zoomed screenshots of what you typed or clicked on.
Cultivating tech talent: A CPA firm leader’s elementary approach
The CEO of a top 100 CPA firm shares more about her unconventional journey to becoming a CPA and why she seeks out unconventional talent in this podcast episode with transcript.
SEC proposals target cybersecurity
Proposals would expand who must report on cybersecurity and data breaches, as well as what they must report.
3 trends that will reshape accounting and finance in 2023
The chief accounting officer of Workday shares on technology and talent strategy, zero-day close, and accounting’s role in driving value creation.
How to increase your students’ digital acumen
Prepare students to make a bigger impact through technology.
Improve audit sampling efficiency with Excel’s Solver tool
Artificial intelligence capability can significantly reduce the time and effort auditors devote to sampling estimation tasks.
Quick Excel tips for accountants
This article offers a few quick Excel tips for varying levels of proficiency.
Outlook flags and rules
This article discusses two simple tools available in Outlook desktop and Outlook online.
Digital assets in danger: How to guard against hackers
An expert on cybersecurity details the current threat landscape related to digital assets and shares advice on protecting digital assets in this podcast episode with transcript.
Convert dates using Arabic numerals to dates with Roman numerals
If you have several dates written with Arabic numerals, there are steps to convert them all to Roman numerals.
From numbers to narrative: How CPAs can tell stories with data
Become a better adviser to colleagues and clients by strengthening your data storytelling skills.
Update AutoRecover setting in Microsoft Excel
By default, AutoRecover is set to save every 10 minutes, but you can set it to save more often.
Using ChatGPT with Excel
This month’s column explains how the new AI tool known as ChatGPT can help with challenging Excel tasks such as creating PivotTables and writing macros.
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SPONSORED REPORT
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.