Top Tech Tips for Accounting and Auditing Professionals

    College student holding books and backup before math class

    Modern technology is evolving at a rapid rate, and it’s vital for businesses of all shapes and sizes to either embrace these new innovations and evolutions in order to keep up with the competition, or run the risk of being left behind. 

    In the auditing and accounting world, in particular, there are countless tech tools and services that can enhance your day to day operations, streamline your services, and boost the profits and potential of your brand.

    Countless accounting and auditing technological tools are out there that are designed to enable businesses of this kind to grow, expand, and offer the very best services to their clients with minimal hassle and inconvenience. This guide will go over some of the best tech tips to keep in mind.

    Make the Most of Mobile Applications 

    A smartphone can often feel like a best friend for those working in the role of auditing or accounting professionals, and these days, smartphones can do so much more than simply send and receive messages or make calls; there’s a veritable library of applications ready to download to your device, and many of them can come in handy for an accounting professional. 

    Apps like Evernote and Dropbox can prove to be highly useful when it comes to saving important articles and storing sensitive documents, for example, and an app like 1Password or other password managers can help to save you time when it comes to logging into your many accounts and keeping up with password information. Good GPS apps can help you get around, while smart calendar and scheduling apps can help you keep up to date with your meetings and appointments.

    Improve Your Email Searches 

    An integral aspect of being an accounting professional is that you tend to receive a lot of emails on a daily basis. Inboxes can quickly become flooded with correspondence, and many messages contain vital information and have to be saved, sorted, and categorized. 

    This can be a challenge, so it’s helpful to get into the habit of improving your inbox searches. There are many little tech tips and shortcuts you can use here, such as adding quotation marks to find exact words or phrases, or using a hyphen before a word in order to omit it from your search. You can type “To:” or “From:” to search for specific people as well.

    Find Tools that Work for You 

    As stated earlier on in the introduction, there are countless technological tools and solutions for businesses and professionals across all fields and industries nowadays, and you might be surprised to see just how many effective accounting suites and programs exist at the moment. 

    Carry out some research to find out exactly what’s available to you and how you can benefit from these solutions. Certain programs can help with everything from putting together employee benefit plan audits to offering real-time communication and collaboration platforms for both staff members and clients.

    Invest in the Cloud 

    The cloud has changed the game for the technological world and helped to streamline and secure the services and operations of countless businesses worldwide, removing the need for physical hard drives and servers and replacing all of that hardware with a safe, reliable digital storage solution. 

    The cloud makes it so much easier to back up files and cater to the needs of remote workers, and it’s clear to see that the concept of remote work is something that is becoming increasingly important in today’s world. Cloud-based systems and tools are also very useful for communicating and sharing with clients, so the cloud should absolutely be a big part of your tech strategy moving forward.

    Learn How to Make Screenshots and Screen Recordings on Any Device

    There are many instances in the life of an auditing or accounting professional in which you find yourself wanting to share or save the images or text that are currently on the screen of your device, whether it’s a phone, tablet, laptop, or computer.

    There are video call tools and other programs that can allow you to share your screen, but it’s much simpler to get into the habit of taking screenshots and screen recordings. There are many ways in which you can do this, from simple hotkey combinations on your device to full-blown desktop apps.

    Final Word

    These are just some of the many tech tools and tips that can help to improve your work as an accounting professional. Carry out additional research to find even more ways to make your devices and software solutions do the hard work for you.


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