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October 2019 Tech Update Newsletter

Thomson Reuters

Thomson Reuters Releases New Tax Solution for Small Firms

Thomson Reuters has unveiled two new tax preparation and compliance solutions targeted to smaller firms – Onvio Tax Express and UltraTax CS Express. Both these solutions are available for the upcoming filing season and provide features that could help firms streamline workflows, improve efficiencies, and provide by client service.

Excel's Easy to Use LARGE and SMALL Functions

How to Work With Excel's Easy to Use LARGE and SMALL Functions

For many years, the MAX and the MIN functions have overshadowed Excel’s LARGE and SMALL functions. However, as you will see in this tip, the LARGE and the SMALL functions are exceedingly easy to use and provide greater flexibility and power than their MAX and MIN counterparts.

Product Review - Plugable USB 3.0 Dual Display Universal Docking Station

Plugable USB Docking Station

After over six years of uninterrupted service, I found myself needing to replace the Targus docking station I was using to connect my Surface Pro 4 to all my peripheral devices. So, like many, I navigated to and browsed the options available there. After a bit of studying, I decided to try Plugable’s USB 3.0 Dual Display Universal Docking Station (model UD-3900). Following is my independent review of the product.

Five Tips to Improve Efficiency

Five Tips to Improve Efficiency for Your Accounting Team

In this increasingly digital age, companies are scrambling to adopt the tools and processes that can make them more efficient than their competitors. In fact, the ability to measure progress and performance consistently and accurately is now just as important to a growing business as having a great product or service. That’s why it’s so important to continually seek the best possible tools and procedures for your business management and financial record keeping.


Accountants Must Renew PTINs Before December 31

All accounting professionals planning to file any federal tax returns and receive compensation for doing so must have a valid Preparer Tax Identification Number (PTIN). This requirement extends to all enrolled agents. PTINs expire annually, and if you currently have a PTIN, it will expire on December 31, 2019. Therefore, you must act on or before December 31, 2019 before preparing any tax returns in 2020.


How to Link QuickBooks Data into Excel

As an accounting application designed for small businesses, QuickBooks and QuickBooks Online have relatively robust reporting options. In addition to numerous, standard reports, these tools offer customization options and the ability to save customized reports for recall. But what about situations where you might need more reporting and analytical tools than QuickBooks otherwise makes available? In settings such as these, you may consider linking QuickBooks data to Excel. When you do so, you can create customized reports, schedules, analyses, and dashboards in the familiar confines of a spreadsheet. Read on, and in this article, you will learn how you can link QuickBooks data into Excel.

Independent Contractor or Employee

Classify New Hires Right with These Secrets, Tips, and Resources

If you’re experiencing rapid growth, you might be tempted to hire contractors over employees, thinking they’ll scale up quickly to meet demand. But if it makes so much financial sense to pass up W-2 employees for independent contractors, why aren’t more business owners doing it?


K2 Enterprises Highlights October/November
Webinar Series

Throughout the remainder of October and November, K2 Enterprises is producing nine webinars, providing technology-focused CPE opportunities to accountants and other business professionals. The topics for these sessions include coverage of Excel, information security, technology tools,  Office 365, among other topics. Specific dates and topics for these webinars are listed below.

October 22, 2019

  • K2's Mastering Excel Charts
  • K2's Do It Yourself Business Intelligence
October 23, 2019
  • K2's Blockchain and Other Emerging Technologies
October 31, 2019
  • K2's Microsoft Outlook - Inbox Organization and Optimization
  • K2's Improving Productivity with Office 365
November 14, 2019
  • K2's Six Emerging Technologies for Accounting, Auditing, and Bookkeeping
  • K2's The Best of the Best - Office Productivity Boosters
  • K2's PDF Tools for Productivity
November 26, 2019
  • K2's Tales of True Tech Crimes: Ripped from the Headlines
You can obtain complete details for each session, including learning objectives and registration information by clicking the button below.


K2 Team Members On The Road In October
and November

During the remainder of October and November, K2 team members are scheduled to deliver 181 in-person training sessions in 76 venues

across North America! A summarized schedule is shown below. We hope that you will be able to attend one or more of these sessions, and we look forward to the opportunity of serving you soon.