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Evernote

Evernote is a cloud-based storage system. Accounts can be owned by individuals or organizations.

Evernote allows users to store pictures, text, attachments, and voice notes.

Evernote permits the user to store individual items such as a text message and an Excel spreadsheet in a note. The notes can be tagged to ease retrieval once the database grows. Notes can also be placed in folders. So folders and tags are the two primary ways information is stored.

Notes can also include handwritten messages that are searchable.

Users can email messages and attachments into Evernote.

Since the information is cloud-based, it can be accessed from anywhere with a desktop, a tablet, or a smartphone.

Evernote for CPAs
Technology

Evernote for CPAs: Developing a Super Power

There is no Evernote just for CPAs; even so, it’s a game-changer for beancounters. I’ve used this tool for…

Read More Evernote for CPAs: Developing a Super PowerContinue

Ten Technology Tips for Accountants
Technology

Top 10 Technology Tips to Make Your Accounting Life Better

Here are ten technology tips to make your accounting life better.

Read More Top 10 Technology Tips to Make Your Accounting Life BetterContinue

Charles Hall

Charles Hall

I am a practicing CPA. I have primarily audited governments, nonprofits, and small businesses for the last forty years.

My sweet spot is governmental and nonprofit fraud prevention. I am the author of (1) Journal Entries Made Easy,  (2) The Little Book of Local Government Fraud Prevention, (3) Preparation of Financial Statements & Compilation Engagements, (4) The Why and How of Auditing, and (5) Audit Risk Assessment Made Easy. I frequently speak at continuing education events.

I consult with CPA firms, assisting them with auditing and accounting issues. Contact Charles

More About Me
  • Books
  • Media
  • Topics
Book: Journal Entries Made Easy, an Introduction to Accounting
Book: The Little Book of Local Government Fraud Prevention
Book: Preparation of Financial Statements & Compilation Engagements
Book: Audit Risk Assessment Made Easy: Seeing What Others Miss
Book: The Why And How Of Auditing: Auditing Made Easy
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    • Asset Misappropriation
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