How CPAs Can Use the Evernote App on Their iPhones

By Charles Hall | Technology

Sep 05

How can CPAs use the Evernote app on their iPhones? Evernote is one of the most valuable tools that an accountant or CPA can use. You just have to know what it can do and how to use it–and it’s not that hard (I promise).

Here’s an Evernote short-course. See the four videos below for demonstrations of how the iPhone Evernote app will work for you.

Using iPhone Evernote app

1. An Evernote Overview

This video provides an overview of the Evernote app on an iPhone. You’ll see how easy it is to create and search notes.

For more information, see my post Evernote for CPAs. This post provides a printable summary of how you can create and use notes.

2. How to Add a New Note

This video shows you how to add a new note to your Evernote library.

3. How to Add Audio and Photograph File to Evernote

This video demonstrates how to add audio files or photographs to your Evernote library. You can start a new file in seconds. Click here to see how.

For additional tips regarding how to add new notes, see Seven Ways to Feed Evernote.

4. Using the Search Bar

After you’ve used Evernote for a while, you may have several hundred files. Then you may find it more challenging to find the needle in the haystack. But Evernote provides a powerful search bar that enables you to find what you need.

Here are additional Tips on Searching Your Evernote Account.

You can download your Evernote iPhone app here

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About the Author

Charles Hall is a practicing CPA and Certified Fraud Examiner. For the last thirty years, he has primarily audited governments, nonprofits, and small businesses. He is the author of The Little Book of Local Government Fraud Prevention and Preparation of Financial Statements & Compilation Engagements. He frequently speaks at continuing education events. Charles is the quality control partner for McNair, McLemore, Middlebrooks & Co. where he provides daily audit and accounting assistance to over 65 CPAs. In addition, he consults with other CPA firms, assisting them with auditing and accounting issues.

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(3) comments

Darren J Landry November 18, 2017

I was just about to place an order for a Livescribe pen on Amazon then I read this blog and watched your videos. I’m wondering if Evernote might be a more efficient way of performing walk-through’s?

Also, thanks for all of the great resources here. I wish I would have found out about your blog years ago.

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Charles Hall November 18, 2017

Darren, yes, you could use Evernote for your walkthroughs. I have not done so, but definitely a good idea. Another option is to use the app Notability if you have an iPad. See https://cpahalltalk.com/notability-ipad-app/

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Darren J Landry November 18, 2017

Perfect! Would you believe that I do not have an iPad? Looking at options as I type and some are fairly steep in price, at least on my budget. However, I think that would be much better and client staff would be more comfortable with technology they recognize. Although I think the Livescribe pen is cool, it looks more like something “Q” made for James Bond. I’m weighing my options and will sleep on it a while. Thank you!

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