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Outlook flags and rules

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

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.

Aliases and shared mailboxes

Having second email addresses and shared emails can be useful tools to manage the flow of emails.

5 ways firms can use technology to transform audits

Technology has been transforming audits for years, and that trend will only accelerate with the Statement on Auditing Standards (SAS) No. 142, Audit Evidence, which took effect on Dec. 15, 2022.

Use Mail Merge to send bulk emails

Mail Merge can be an option for sending bulk emails to a small, specific group or for those who need a simpler tool than bulk email software.

FROM THIS MONTH'S ISSUE

Building a better CPA firm: Stepping up service offerings

A key step in business model modernization is determining how to implement services that satisfy clients and employees.