Accounting technology news and resources

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January 1, 2024

Exploring Excel’s dynamic FILTER function

The FILTER function has all the filtering power of the venerable filter feature but can perform more tasks, including setting up automated filters and showing results where the user wants them to be shown.

December 21, 2023

A Robert Half executive on the 2024 hiring outlook

What’s the outlook for finance and accounting hiring in the new year, and what role could the rapid rise of generative AI play? A placement expert explores those topics in this podcast episode with transcript.

December 4, 2023

AICPA seeks comments on criteria for stablecoins

The AICPA’s Assurance Services Executive Committee issued an exposure draft to provide a framework to present information about stablecoins and the assets that back them in order to provide transparency for holders of these digital assets.

December 1, 2023

Four hardware tips to improve your work experience

This Q&A shows hardware peripherals that create a different user experience.

December 1, 2023

Record tasks in Excel with Automate

The Automate tab allows you to create and run Office Scripts, which allow users to
automate tasks in Excel.

November 30, 2023

Hear all about it: What’s in the December JofA

The JofA’s editor-in-chief highlights the news, features and advice that CPAs will find useful in the December issue of the magazine. Listen to the podcast or read the transcript.

November 16, 2023

Doubling down on tech: What’s in store at Digital CPA in Vegas

In this podcast episode with transcript, a CPA.com executive looks back at the disruption that changed the schedule for the initial Digital CPA event and looks ahead to the technology topics taking center stage this year.

November 15, 2023

How artificial intelligence can help save accounting

A CPA argues that accountants can use AI technologies such as ChatGPT to tackle the profession’s most pressing challenges.

November 8, 2023

Generative AI revolution: How auditors are leading the way

Half of finance executives report they’ve already implemented GenAI into financial reporting; the majority view auditors as crucial to the cause.

November 1, 2023

Use ChatGPT to write macros for Outlook

This article discusses the process and covers what to be wary about when using ChatGPT to build a macro for Outlook.

November 1, 2023

Considering IT risk during audit risk assessment procedures

SAS No. 145 assists auditors in identifying and addressing risks that the use of information technology can introduce.

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.