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Technological innovations in artificial intelligence (AI) are rapidly redefining how many industries operate. With the release of platforms like DALL-E,…


Microsoft Business Chat: Practical Uses Cases for Accountants

May 25, 2023

Technological innovations in artificial intelligence (AI) are rapidly redefining how many industries operate. With the release of platforms like DALL-E, Stable Diffusion, and ChatGPT, 2022 saw cutting-edge AI technologies made accessible to the general public. Earlier this year, Microsoft announced the impending release of the company’s new generative AI-enabled assistant, Microsoft Copilot, which can be…

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Accounting Reimagined: A Preview of Microsoft 365 Copilot in Excel 

May 4, 2023

On March 16th, Microsoft announced their latest innovation which promises to revolutionize how we interact with M365 applications – Microsoft 365 Copilot.    Microsoft 365 Copilot taps into the remarkable capabilities of large language models (LLMs), including GPT-4, and combines it with Microsoft Graph and Microsoft 365 app data to provide a user experience that…

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How to Improve Your Accounting Firm’s Technology Landscape

January 18, 2023

At the forefront of today’s business world, accounting firms strive to stay ahead of the curve and leverage technology to create a seamless experience for their clients. Achieving digital maturity is essential to success, as it enables firms to be nimble in their approach, capitalize on new opportunities and streamline operations. By making smart investments…

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How to Choose the Right Software for Your Clients: A Step-by-Step Guide 

January 4, 2023

Accountants that work with their clients as technology advisors help them choose the right software to ensure operational efficiencies. With the many complexities of delivering accounting services, industry experts who understand accounting and the technology infrastructure required are invaluable.   As the tech guru for their clients, accountant technology advisors have the challenging task of helping their clients determine which…

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The Operational App Stack: Specific Software Categories to Address 

December 13, 2022

An operational app stack for an accounting firm is like a perfectly curated playlist. Each software application is a song with its unique style and sound, but combined creates a harmonious and engaging experience. With an operational app stack, an accounting firm can seamlessly move from one task to the next, improving communication and streamlining…

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Assessing Your Firm’s Technology Using the Accounting Technology Optimization Model

December 1, 2022

Invest in your firm’s future by ensuring every team member has the information and technology they need to drive efficiencies and encourage growth.  How do you know if your firm’s technology can handle issues accounting firms face daily? How can you determine if your tech stack is up to par?  Let’s assess and determine if your…

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Why Your Firm Should Diversify Your Data Storage

November 15, 2022

On-prem servers require additional temperature-controlled office space, maintenance, and compliance checks. They’re also more susceptible to data loss because all your data is stored on an in-house server. Simply put, your secure data is less safe when you store it in an on-prem data center; that’s why it’s best practice to use cloud-based data centers…

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10 Common Cybersecurity Mistakes Accounting Firms Make

October 18, 2022

Since the beginning of 2021, there has been a 102% increase in ransomware attacks compared to last year, according to cyber security firm Check Point Software. Unfortunately, small and medium-sized accounting firms are a primary target for these attacks, given their lack of sophisticated security infrastructure. Given this reality, every employee in your firm must…

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How to Measure Your Accounting Firm’s Digital Maturity

October 3, 2022

Digital maturity refers to an organization’s ability to respond quickly and adopt the latest advancements available to its tech stack. It is the key predictor of an organization’s success and drives outcomes that fuel growth and scalability. Software, hardware, and application integrations take time. Yet, up-to-date systems work together more seamlessly, speeding up the time…

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IT for Accounting Firms