Yoss: Cut Costs, Not Corners | Quick Tech Talk

From automation to document management, open source solutions can deliver enterprise-level value for free.

Sponsored by 4impactdata: Start delivering scalable advisory in weeks–not months: See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: AppleGoogleSpotifyiHeartDeezer, Amazon Music and AudiblePlayer FMAudacyGaana (India), and Boomplay (Africa).

4ImpactData: 10X Your Advisory.
Not Your Headcount

Quick Tech Talk
With Steve Yoss
CPE Today

What if you didn’t have to pay for Adobe Acrobat, Photoshop, or even popular automation platforms like Zapier? What if you could get the same—or even better—functionality for free, while also gaining full control over your data and privacy? That’s the promise of open source software, and it’s more accessible than ever.

MORE Steve Yoss here | MORE TECH

In the latest episode of Quick Tech Talk, you’ll learn how open source tools are transforming both personal and business technology use. From document management to automation, open source solutions provide cost savings, flexibility, and security—all without the hidden strings of paid SaaS products.

READ MORE →

Yoss: Let QBO Handle Repetition | Quick Tech Talk

Automate common workflows, ensure accuracy, and free your time for higher-value work.

Sponsored by CPA Trendlines Pro Membership. Get More! Go Pro!  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: AppleGoogleSpotifyiHeartDeezer, Amazon Music and AudiblePlayer FMAudacyGaana (India), and Boomplay (Africa).

Quick Tech Talk
With Steve Yoss
CPE Today

For years, QuickBooks Online (QBO) has been a go-to accounting platform for small and midsized businesses. Now, its Advanced Edition takes efficiency to a whole new level by introducing robust workflow automation features designed to eliminate repetitive tasks and keep financial professionals focused on what matters most.

MORE Steve Yoss here | MORE TECH

Imagine never having to manually send invoice reminders, route approvals, or post recurring journal entries again. With QBO Advanced, automation handles it for you. The platform now offers:

READ MORE →

Yoss: Lock PDFs Like a Pro | Quick Tech Talk

A password shorter than 15 characters makes your encryption practically meaningless.

Sponsored by CPA Trendlines Pro Membership. Get More! Go Pro!  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: AppleGoogleSpotifyiHeartDeezer, Amazon Music and AudiblePlayer FMAudacyGaana (India), and Boomplay (Africa).

Quick Tech Talk
With Steve Yoss
CPE Today

Most professionals know that PDF files are one of the most reliable ways to share contracts, reports, and sensitive documents. But here’s a question: are your PDFs truly secure—or just locked with a flimsy password that a hacker could break in minutes?

MORE Steve Yoss here | MORE TECH

Did you know you can set not one but two passwords on a PDF? One encrypts the document, preventing unauthorized access, while another restricts editing or modification. Together, these measures give you control over who can read and who can alter your files.

Modern versions of Adobe Acrobat use 256-bit AES encryption—a powerful safeguard. But here’s the catch: the encryption is only as strong as the password you choose. A short, simple password is like putting a state-of-the-art lock on your front door but leaving the key under the mat.

READ MORE →

Yoss: PDF Freedom for Free | Quick Tech Talk

Free and powerful PDF tools are hiding in plain sight. Here’s how to find them.

Sponsored by CPA Trendlines Pro Membership. Get More! Go Pro!  – See Today’s Special Offer

Subscribe to CPA Trendlines podcasts anywhere: AppleGoogleSpotifyiHeartDeezer, Amazon Music and AudiblePlayer FMAudacyGaana (India), and Boomplay (Africa).

Quick Tech Talk
With Steve Yoss
CPE Today

When you think about Portable Document Format (PDF) files, there’s a good chance Adobe Acrobat comes to mind first.

MORE Steve Yoss here | MORE TECH

But most people don’t realize that PDFs aren’t an Adobe-owned format anymore—they’re an ISO standard for digital paper. That means anyone can use, create, and manage them without paying for an Adobe subscription. And the options go far beyond the familiar. Whether you’re creating workpapers for clients, sharing contracts with staff, or archiving important documents, there’s an entire toolbox of PDF solutions—many of them free—that can get the job done just as well as premium software.

READ MORE →