Tag: software

VIDEO CONFERENCING TIPS: Making it Look Professional

VIDEO CONFERENCING TIPS: Making it Look Professional

Virtual communication will likely be a permanent fixture in the future for professional meetings


VIDEO CONFERENCING TIPS: Making it Look Professional



In an April 29, 2020 CPA Canada article, the author provided a variety of tips for professional meetings conducted by online video conference, which has become much more common during the COVID-19 pandemic.

Among the tips discussed, the author recommended the following:

  • having a meeting host to own the meeting, set the agenda, and drive the meeting;

  • setting protocols such as the use of mute features (whether by participants or the host) or chat functions;

  • using the waiting room to avoid one client dropping in while another meeting is in progress;

  • framing the view to control what participants see in the background; and

  • sharing screens to more efficiently share information.

ACTION ITEM: Prior to providing video content or presenting virtually, review this article. As virtual communication will likely be a permanent fixture in the future, consideration should be given to investing in a reliable, quality web camera and microphone.


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PROTECTING YOUR TAX INFORMATION: CRA guidelines

PROTECTING YOUR TAX INFORMATION: CRA guidelines

PROTECTING YOUR TAX INFORMATION, CRA guidelines, identity theft protection, CRA suggestions to safeguard tax information


PROTECTING YOUR TAX INFORMATION comments from CRA



CRA released a Tax Tip (Protecting your personal information) on August 6, 2019 which provided various suggestions to safeguard tax information, including the following:

1. Signing up for My Account or My Business Account and registering for email notifications. Notifications will be sent when paper mail is returned to CRA, or when certain other changes are made on one’s account.

2. Using CRA protocols to authenticate a caller’s identity. An option is being introduced to set a unique Personal Identification Number which must be provided before a call centre agent can access the individual’s accounts.

3. Verifying a purported CRA caller by requesting their badge number and calling the individual or business enquiries line for confirmation.

The Tip also provides guidance on steps individuals who may be victims of identity theft should take, including contacting CRA to request enhanced security measures be placed on their accounts.

ACTION ITEM: Review the above suggestions and adopt those that are appropriate.


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