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Using Copilot in Microsoft Outlook

November 07, 2024

Many firms and finance functions require their accountants to use Microsoft Copilot instead of ChatGPT as their generative artificial intelligence tool. Here are some prompt ideas for using Copilot with Microsoft Outlook.

  • technology

Data analytics in financial reporting: Enhancing decision-making in accounting

October 18, 2024

The increased use of data analytics (DA) across various industries has improved overall operations and business efficiency. For example, in the financial sector, the opportunities for accountants through the effective use of data analytics in financial reporting are massive. DA helps accountants make fast, informed decisions for their clients or companies.

  • accounting + auditing
  • technology

4 Windows 11 features worth your time

October 17, 2024

This item from the Technology Q&A column in the October Journal of Accountancy introduces a quartet of cool features in Windows 11.

  • technology

10 types of Excel charts for data visualization

October 10, 2024

This item from the Technology Q&A column in the October JofA features some of the most useful Excel charts, starting with the basic ones and moving to the more advanced.

  • technology

10 tips to help avoid wire fraud scams

October 03, 2024

How can accounting firms and finance departments lower their risk of falling victim to a wire fraud scam? Find out 10 steps to take before, during, and after sending the money.

  • accounting + auditing
  • technology

Podcast: The value of time with Lisa Griffith

October 03, 2024

In a recent Digital CPA podcast episode, CPA.com hosts Kacee Johnson and Kalil Merhib talk with Lisa Griffith of automation company Laurel about shifting from traditional billing to value-based approaches. Discover how artificial intelligence is transforming time management and boosting firms’ performance and profitability.

  • practice management
  • technology

Using data to optimize marketing and sales strategies

September 30, 2024

Understanding customer acquisition cost, customer lifetime value, and their interdependent relationship is pivotal for strategic business planning. Learning to access and compute this data can lead to making better decisions about where to spend advertising money.

  • accounting + auditing
  • practice management
  • technology

Podcast: Building digital readiness

September 26, 2024

In a recent episode of the Digital CPA podcast, CPA.com hosts Kacee Johnson and Kalil Merhib are joined by Digilence CEO Chad Osgood to explore the future of digital transformation in CPA firms.

  • practice management
  • technology

Using ChatGPT-4o with Excel

September 19, 2024

Kelly Williams thought ChatGPT versions 3.5 and 4 were impressive. Then she tried ChatGPT-4o and was blown away. Learn about this powerful tool — and ways CPAs can use it — in this Tech Q&A article.

  • technology

Get more out of Microsoft Teams with these 5 features

August 20, 2024

If you are using Microsoft Teams just for calls and text chats, you are missing out on opportunities to improve your productivity. Tech Q&A writer Wesley Hartman demonstrates how.

  • technology

The results are in: 2024 tax software survey

August 19, 2024

Seven major products accounted for the bulk of tax prep software usage in this annual survey. See what tax practitioners liked and disliked about their software.

  • tax
  • technology