by admin | Jul 27, 2017 | Auditors, CPA Firms, Office 365, Professional Services
As auditors, we often take notes at meetings or conferences, or while creating do lists and reminders, or while simply noting down our ideas and thoughts. But unfortunately, very few of us are able to convert these notes to actions. With Microsoft OneNote, we can...
by admin | Jul 3, 2017 | Auditors, CPA Firms, Office 365, Professional Services
Pathik works for an auditing firm. The nature of his job involves managing numerous clients, tasks, documents, notes and audits throughout the day. He uses Microsoft Planner to: Create audit tasks Sort tasks into buckets Add people and assign tasks to them Track the...
by admin | Apr 28, 2017 | Auditors, CPA Firms, Office 365, Professional Services
Auditing job requires one to travel from one client to another. In order to meet the deadline, you need to: Plan your audit work Communicate with colleagues and clients Assign tasks and monitor progress Share client documents and audit work papers Raise queries to...
by admin | Mar 3, 2017 | Auditors, CPA Firms, Office 365, Professional Services
As a busy auditor you are more likely to receive emails from clients, colleagues and spammers. The time spent in getting rid of unwanted emails is sometimes more than the time spent in working on emails that matter. Further, unsolicited emails come with a risk of...
