April 17, 2015
Drake Software provides an all-inclusive system providing users all the tools necessary to process tax returns and simple accounting. Drake Software continues to be a strong advocate for sole practitioner tax preparers and continues to provide ...
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Tags: Software
Firm Management October 9, 2026 Sponsored
Client data is one of a tax and accounting firm's most valuable—and most vulnerable—assets. As cyber threats, compliance expectations, and client demands continue to evolve, firms need secure technology that protects sensitive information without creating unnecessary friction for staff or clients.
Software September 3, 2026
A workforce reduction changes software demand immediately. Contract economics usually change only when the buyer acts before the next commercial deadline.
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.
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.