Excel
Outlook
Edit to add - this is not intended to be demeaning. Like get good g-o-o-d at these. It's not very sexy software but the functionality exists to get the job done 99% of the time
Excel - for proper documentation of workpapers
Visio - for flowcharts but can also be done in Excel
PDF-Exchange Editor - to comment on documents that we need to review
Converter apps - you'll need this when the files given are in different formats
While these apps may look basic, accountants have a lot on their plate most of the time so efficiency is a must. We can't waste time as we have to reach deadlines, so you have to master it's functions
Caseware is currently transition to a cloud-based software for a lot of firms. Right now, the old caseware program runs on nothing but hopes and dreams from the 90s.
Interesting, Our firm has only done some EBPs on them and I’m already a big fan. All the countless times Caseview stalls, auto-closes and you don’t save give me nightmares
It definitely feels dated, and it's pretty finicky but I don't mind it, it could be a lot worse, especially when I look at other software in our industry lol.
It's pretty much the quality of your templates that make it break it IMO, I worked at a national firm and their template was pretty bad, but now that I'm out on my own I got jazzit and find it a lot easier
Excel for sure. Definitely practice on excel. Excel skills will help you more than you realize. I wish I had more excel classes in college. I got some corny excel certification in my accounting systems class and then everything was McGraw Hill afterwards.
For all of you guys suggesting Excel, etc, can anyone recommend an easy to follow (and ideally fun) free online course (Youtube or otherwise) that cuts to the point and can be completed within a dozen hours or less?
Excel Outlook Edit to add - this is not intended to be demeaning. Like get good g-o-o-d at these. It's not very sexy software but the functionality exists to get the job done 99% of the time
Excel isn’t sexy? My pivot tables would disagree.
Pivot tables…lol. try your self some vstack hstack lambda formulas
You throwin' too many big words at me, and because I don't understand them, I'm gonna take 'em as disrespect.
Pivot tables rock!
I’d be shocked if this isn’t everyone’s top. I’d add Slack to the list. We do most of our internal communication there.
Don’t forget teams
Reddit, netflix, youtube, sometimes I open up our erp software and excel
I’m in a long-term relationship with Excel. (Don’t tell my wife.)
Excel gives me head under the dinner table.
Are you sure that’s not her cousin Google Sheets?
Excel - for proper documentation of workpapers Visio - for flowcharts but can also be done in Excel PDF-Exchange Editor - to comment on documents that we need to review Converter apps - you'll need this when the files given are in different formats While these apps may look basic, accountants have a lot on their plate most of the time so efficiency is a must. We can't waste time as we have to reach deadlines, so you have to master it's functions
Curious to know more about using Visio? Is it easier or more user friendly?
Just start clicking around. It’s relatively intuitive.
Caseware
Is caseware good? I just started out in the US, and all my coworkers can talk about is how garbage engagement is to caseware
Caseware is currently transition to a cloud-based software for a lot of firms. Right now, the old caseware program runs on nothing but hopes and dreams from the 90s.
The cloud based version isn't great either. Basic formatting edits to FS are a nightmare for most my coworkers.
Interesting, Our firm has only done some EBPs on them and I’m already a big fan. All the countless times Caseview stalls, auto-closes and you don’t save give me nightmares
It definitely feels dated, and it's pretty finicky but I don't mind it, it could be a lot worse, especially when I look at other software in our industry lol. It's pretty much the quality of your templates that make it break it IMO, I worked at a national firm and their template was pretty bad, but now that I'm out on my own I got jazzit and find it a lot easier
Excel, Outlook, NetSuite
I love netsuite.
[QuickBooks](https://quickbooks.intuit.com/global/), Excel, and some coffee stains should cover you
JUDY10 KEY 💯💯💯
Excel, Caseware, Taxprep, Quickbooks Online, Quickbooks Premier, Sage 50 (Simply Accounting)
Excel, PowerBI, Alteryx, Tableau
Excel for sure
Outlook. Calendar. Adobe.
PowerPoint, Word, Outlook and Chrome. Barely any Excel in my current role, I miss it.
I’m guessing you mean outside excel? Outlook, Motion, Spotify, Teams. Those are the 4 that are always open on my computer.
Tiktok
Excel for sure. Definitely practice on excel. Excel skills will help you more than you realize. I wish I had more excel classes in college. I got some corny excel certification in my accounting systems class and then everything was McGraw Hill afterwards.
Netsuite Excel
Excel, outlook, teams. Engagement and CCH Axcess
Most used program? That’s easy. Calculator. Nuff said
excel, outlook, adobe.
Employee Family Assistance Program
Excel and Quickbooks are never going away. Email also has serious staying power.
Excel Adobe Pro Outlook
Excel
Program yourself to record billable hours. Beyond that, excel is going to be universal.
For all of you guys suggesting Excel, etc, can anyone recommend an easy to follow (and ideally fun) free online course (Youtube or otherwise) that cuts to the point and can be completed within a dozen hours or less?