What's Next For Accounting? - Issue #65

🗓️ This Week

• Trevor Lee shared a great roundup of recent AI updates in Excel

• We talked accounting firm file management on Twitter

• I made a video about Intuit stealing your clients

• Freshbooks kicked off a Tax Partner Program - Join their 1 hour certification session here, get free lunch & they'll show you how to use Freshbooks for tax cleanup

• I made a podcast about how to make a podcast

• Digits announced 'Transaction Review' at QB Connect, and it's now live in the product

• Kevin Shen shared some great video setup tips. He's a killer follow if you're looking to upgrade your video

• If you're interested in building a YouTube channel, the replies here are gold

• Someone made a podcast transcript search engine

• ChatGPT got an update: answers should be more factually correct than before, and you can now stop a prompt response in-progress

• We learned OpenAI plans to launch a premium version of ChatGPT

• A reminder GPT sucks at math - stop asking it to do math

• More AI-generated text detecting - A reminder to assume AI-generated text detection will be built into the browser eventually, and to leverage it accordingly

• Rob Lennon described ChatGPT as AI's "iPhone Moment", an inflection point that changes the trajectory of how we live & work. Here's a great thread to get ahead on some early AI traps, and I highly recommend Rob's newsletter. Last issue he ran through how to use ChatGPT as a personal writing editor

• AccountingWeb poses the question of whether ChatGPT can replace humans for tax advice. Spoilers ahead: the twist is instead of answering the question they ask ChatGPT which feels like a conflict of interest

• A ChatGPT prompt to summarize your writing style into an AI-written paragraph. You can then re-use that descriptive paragraph in other prompts, to have AI write in a better approximation of your voice

• Confirmation Microsoft is training personalized AI models based on your MS data, but as a voracious reader of this newsletter you knew this would happen a couple mos ago 💘

💎This Week's Sponsor

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A Custom Shortcut From Your Lock Screen

(sorry Android peeps, these isn't a great way to do this one with Android 13)

Apple's Shortcuts app is a helpful way to chain events, even use Siri to call a Zap. But the other day I found an app called Lockflow that will put widgets for your shortcuts on your lock screen.

I use a light bulb for my Notion capture page, a calendar icon to hop into calendar, and a flame to open up Superhuman.

This one's pretty straightforward:

1. Create your actions in the Shortcuts app

2. Add them to the LockFlow app - be sure to name the widget the same as the shortcut

3. Customize the lock screen and add the LockFlow widgets

😍From The Community

Events

• 01/15 📃 Wartime Mastermind Group Signups Close

• 01/24 🐠 EOS-Ish with Rachel Fisch - Getting Started

• 01/30 🕸️ Into The Chadiverse

• 02/08 🚜 The Content Farm - Idea Harvesting

• 02/14 💘 Swiping Right - Crafting Your Client Profile

My community Realize is a private space for people to swap ideas & collaborate. At $180/mo it’s also the way I finance everything I do. The community is currently about 270 members strong 💗