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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.

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.

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.

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.

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.