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CPA Voice: The five simple tech tools you should be using

Written on Jun 17, 2021

No matter how good your memory is, you could always use more help. 

In the May/June issue of CPA Voice, IT expert Anthony Mongeluzo shares five solutions he uses to stay organized and manage his time. The first is Followupthen, a service that “cleans” your email inbox and helps you to set reminders. 

May/June CPA Voice cover with a brain.

“I use this service at least 50 times a day,” Mongeluzo writes. “This app allows you to use the snoozer button (think: reminder) then it appears at the top of your email inbox. By allowing you to forward the email to review it at a time of your choosing, you eliminate the email scrounge, one of our most wasteful production practices. 

“This app puts real teeth into that promise: ‘I’ll follow up with you later.’” 

Read the entire article now to learn Mongeluzo’s four other recommendations. And while you’re there, check out the rest of the issue and earn a CPE credit! 

Did you know that reading CPA Voice can help you satisfy your CPE requirement? No matter your location or the time of day – and even without the benefit of electricity – you can gain CPE credit with each issue. 

Every edition includes a 12-question self-assessment exam covering content from that issue. Receive a grade of 75% or higher and you’ll earn one hour of CPE credit in specialized knowledge. 

Best of all, you can take the exam when and where it’s convenient for you. Exams remain available online – and may be completed for CPE – through the same month of the following year. 

For more learning on how to identify, fight and prevent fraud, attend OSCPA’s Fraud & Forensic Conference.