7 Email Security Best Practices For Accounting Firms

In most accounting firms, email remains the primary communication channel. It’s easy to think that just because you use email passwords or even a password management tool, you’re safe from cyber threats.  This is not the case. In fact, email is the most common method of attack for cyber-criminals targeting accounting firms.  In this article, we’ll review the top 9 … Read More

11 Essential Tips For Controlling Data In Remote Accounting Teams

In a central office, accounting firms can exert strong control over how their team members manage sensitive client data. But when teams transition to a hybrid or work-from-home environment, much of that control gets lost and additional risks can arise. Luckily, there are some simple policies, settings and tools that firms can deploy to significantly reduce their risks. In this … Read More

Tips for working in SharePoint document libraries – Part 7

Welcome to Part 7 of our tips for working in SharePoint document libraries. Part 6 explored the ability to filter and sort information in document libraries, and took a quick look at Search. Today, we’re talking content types and how they can be used to manage your templates. Understanding Content Types Content types are different to document types. A document type is … Read More

Tips for working in SharePoint document libraries – Part 6

Welcome to Part 6 of our tips for working in SharePoint document libraries. Part 5 introduced the concept of views in SharePoint. Today we’ll build on that theme and explore the ability to filter and sort information in document libraries, and have a quick look at Search. A document library is really just a list of information.  This is easy to conceptualise … Read More

Tips for working in SharePoint document libraries – Part 5

Welcome to Part 5 of our tips for working in SharePoint document libraries. Part 4 covered off on the ellipsis and showed you an easy way to attach documents from SharePoint to your emails. Today we’ll introduce you to the concept of views in SharePoint. Get to know your Views Views are an integral part of SharePoint and have applications … Read More

Tips for working in SharePoint document libraries – Part 4

Welcome to Part 4 of our tips for working in SharePoint document libraries. Part 3 discussed the benefits of using natural language when naming files saved in document libraries. Today we’re going to cover off on the ellipsis and we’ll show you an easy way to attach a document from SharePoint to an email. The document library user interface shows the file … Read More

Tips for working in SharePoint document libraries – Part 3

Welcome to Part 3 of our tips for working in SharePoint document libraries. Part 2 introduced uploading to SharePoint via drag and drop and changing metadata in a library using Quick Edit. Today we cover off on using natural language when saving documents. Use natural language when naming documents! In the following examples, which file name do you think is easier … Read More

Tips for working in SharePoint document libraries – Part 2

Welcome to Part 2 of our tips for working in SharePoint document libraries. Part 1 introduced the Ribbon. Today we cover off on uploading and tagging multiple documents. Drag and Drop to upload multiple files There are a few ways you can upload a file to a SharePoint Library. From the ribbon, you have an Upload Document command. You can … Read More

Tips for working in SharePoint document libraries – Part 1

When a company decides to move away from a file server environment in favour of SharePoint for document management, it creates a lot of change for users. Similarly, if you’ve just started working at a new company that has SharePoint and your last employer didn’t, it can be quite daunting figuring out how to work with the files you need. If you’ve never … Read More

How we use Yammer; Social at Work.

What is Yammer? Yammer is an Enterprise Social Network that was founded in 2008. Its main aim is to “bring together people, conversations, content, and business data in a single location”. Yammer was acquired by Microsoft Corporation in 2012 and is now part of the Microsoft Office Division.