Technology

Efficiency.Progress.Opportunity.

Explore the tools and resources listed below to support your firm’s transformation.

Resources

Building Automations

Learn how to build an automation using three different automation tools.

Sample Implementation Roadmap

Identifying the need for a new technology solution is just the first step, but the idea can be successful only if acted on. Like any large-scale initiative, building a proper project plan is the foundation for long-term success

Firm IT Tools Tech Selection Questionnaire

When determining whether to implement a new technology solution, firm leaders could discuss the firm’s current situation, including challenges, opportunities and weaknesses

Prepping for busy season: 4 keys to success

This PCPS Digitally Speaking firm practice management technology article looks at debriefs, automation, technical tune-ups and learning.

IT Governance Checklist

The proper IT governance structure ensures that your firm continually upgrades its technology and overall performance. Use this checklist to help you improve your current setup and keep you ahead of the curve.

Articles

Borderless, human-centric vision fueled by technology

Technological advancements, such as blockchain, generative AI, wearables, and a global workforce create opportunities for CPAs beyond geographical limits.

Preparing for tax season 2025

This PCPS Small Firm Solutions firm practice management article explains how practitioners can be ready for a successful busy season.

Strategies for Successful Technology Implementation

Successful implementation of new technology tends to be a rare phenomenon. As a result, most people groan at the first signs that a new technology implementation is looming. Consider these strategies to ensure successful technology implementations are the norm for your firm.

AI and the importance of firm oversight

This column offers a comprehensive overview of considerations for firms wishing to implement AI in their practice, including checklists and a template for documenting a firm’s AI strategy.

Getting started with generative AI/ChatGPT

This PCPS, firm practice management technology article, provides tips on how to get started using generative AI (i.e. ChatGPT).

Automation time savers to consider before busy season

This PCPS firm practice management technology article provides automation solutions to improve firm productivity.

Top innovative practices in tax production

This PCPS firm practice management technology article outlines top tax innovative practices and applications.

2024 CPAFMA IT Survey identifies key firmwide collaborative technology themes

This PCPS firm practice management technology article details the 2024 CPAFMA IT survey results and how they can impact firms’ strategic IT decisions.

Integrating generative AI considerations into your security policies

This PCPS, firm practice management technology article, outlines how to document acceptable AI use (i.e. ChatGPT) in the firm’s IT/security policies.

Windows 11: Should I stay or should I go?

This PCPS, firm practice management technology article, outlines the benefits, system requirements and firm application compatibility of Windows 11.

CPA firm top ten technologies

This PCPS Firm Practice Management technology article outlines the top technologies that should be used in today’s firms.

ID theft driving identity fraud

This PCPS, firm practice management technology article, provides steps individuals can take to protect their identity.

Deepfakes emerge as real cybersecurity threat

This PCPS Digitally Speaking firm practice management technology article looks at the many ways criminals are using deepfakes to target businesses.

Web 3.0 is coming: What CPAs need to know now

This PCPS Digitally Speaking firm practice management technology article looks at what the next iteration of the World Wide Web might look like.

WISP: Required by federal law for tax practitioners

This PCPS Digitally Speaking firm practice management technology article looks at Written Information Security Plans.

How firms can ride the advisory wave and not wipe out

This PCPS Digitally Speaking firm practice management technology article explores CAAS (client accounting and advisory services).

Three ways firms can bolster their cyber defenses

This PCPS Digitally Speaking firm practice management technology article spotlights key areas firms should focus on with their cybersecurity.

Podcasts

Understanding cybersecurity insurance (and why you need it)

A customized cybersecurity insurance policy can help mitigate risks and provide coverage in an evolving market to protect your organization.

icon checkmarkOur guarantee
icon checkmarkOur guarantee

Every purchase you make from the AICPA & CIMA is safe and secure. We also guarantee 100% customer satisfaction on most of our products. If you’re not satisfied with your purchase, please contact us.

icon-updateOur refund policy
icon-updateOur refund policy

To start the return process, please contact us first. View all products eligible for refunds.

}