April 16, 2015
Agile Tax is a solution for the professional tax practice looking to use cloud technology as a competitive advantage. With a simple interface and pricing structure, sole practitioners and small firms gain access to a flexible tax preparation solution ...
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Tags: Software
Technology August 25, 2026
Recent Sage research found that more than half (52%) of SMBs rank cyber security and data protection among their leading business priorities for the next 12 months.
Technology September 22, 2026 Sponsored
The most successful firms don't build their technology strategy around software. They build it around removing friction.
Firm Management September 1, 2026 Sponsored
As firms face staffing challenges and increasing client expectations, automation can help teams do more with the resources they already have.
Technology July 2, 2026
Accounting software provider Netgain has opened beta testing for its new consolidation accounting software and is recruiting a founding cohort of accounting leaders to help shape it.
Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, general accounting and technology consulting. He is active within the CPA profession and is a frequent speaker at seminars and conferences throughout Oklahoma. Steven was recently added as a discussion leader for K2 Enterprises where he speaks to CPAs throughout the nation covering a variety of technology topics. Steven is currently a contributing author to the CPA Practice Advisor, where he reviews tax and accounting software solutions. Most recently, Steven was selected as a 2012 Oklahoma Society of CPAs Trailblazer recipient, which recognizes service to the CPA profession and to the community.