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