Search Results: cloud data (4604)

Looking at ways to better meet the needs of your clients is critical for accountants. Using customer relationship management software (CRM) is an excellent way to serve your clients by keeping them happy and engaged. CRM software is also simple to use, allowing accountants to work much more efficiently without constantly dealing with technical issues.

The pandemic has fast-tracked many decisions around the embrace of technology. Understanding the expectations of regulators and government agencies is important to consider when implementing technology – and the risks of not considering compliance – especially for the financial services industry.

There’s an intriguing debate in the data analyst community on whether Excel or Power BI is the best tool for data analysis.

Hear Pablo Moreno’s perspective: he believes it’s not about the tool, but rather, your data needs – data ingestion, data size, data aggregation, distribution of the information.

Dealing with IRS scams can be an obstacle for taxpayers, businesses, and tax professionals during the upcoming tax season. Staying aware of the latest tax scams, which are shared publicly by the IRS each year, is important in keeping your money safe during this pandemic.  Here is a brief overview of the latest IRS’s “Dirty Dozen” list of tax scams.

The Microsoft Power Platform enables your business to craft solutions that drive your business with data – through insights, applications, or workflows. It comprises:Power BI: A cloud-based business intelligence platform to aggregate, analyze, visualize, and share data. Power Apps: Build web/ mobile applications with zero or minimal code to resolve business problems or enhance business value.Power Automate: An intelligent cloud-based application that automates workflows to improve business productivity. 

California’s new groundbreaking law, Prop 24, is the first US government watchdog law targeting data protection and privacy. This law will become effective in 2023 and protect nearly 40 million people. California Prop 24 is just the start of potential federal privacy regulations. Use this piece to future-proof your company for a National Privacy Law.