By Charles Hall | Technology
You can use the iPad app Notability to create written notes and audio files. Here’s a demonstration of Notability on an iPad. (Click here for more information.)
By Charles Hall | Technology
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.
By Charles Hall | Technology
Most accountants like organization, yet I often see total chaos on their computer desktops.
A typical CPA’s screen looks like this.
We’d be much better off if our desktops looked like this.
So how can you bring order to your desktop?
Use Fences. The cost is $9.99, but well worth the iconic bliss.
Once Fences is downloaded, you simply right-click and drag on your screen to create a new fence (see below). Above you see a fence titled “Programs.” You can arrange the icons in whatever order you wish. To add an icon to a fence, you simply drag it to the desired location.
Once you arrange your icons, they stay that way. When you reboot your computer the next morning, you’ll find your icons in the same order.
Here’s a video that provides additional information:
I’ve used Fences for about five years and have found it useful. I recommend it.
To see physical office setup ideas for accountants, click here.
