April 17, 2015
UltraTax CS centers on eliminating repetitive data entry and other resource consuming tasks to add efficiency to office workflow. When coupled with other solutions within the CS Professional Suite lineup, UltraTax CS becomes a comprehensive tax compliance
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Tags: Software
Technology December 29, 2025
Once they get an understanding of the direct and indirect cost benefits of accounting software hosting, CPA firm leaders can make an informed, strategic decision about their cloud transition.
Accounting January 20, 2026 Sponsored
Most firms focus on efficiency, automation, and AI, but the real challenges inside a tax workflow are often simpler and more human: unclear expectations, too many handoffs, information scattered across tools, and clients or staff feeling unsure about what comes next.
Taxes November 25, 2025
TaxWise Online now integrates Wolters Kluwer Expert AI, a proprietary layer of generative and agentic capabilities that elevates how tax preparers work, make decisions, and deliver value.
Technology November 19, 2025
Accounting software provider Netgain has unveiled a fixed asset tax depreciation solution for accounting firms, NetAsset Tax Pro, that the company says replaces outdated and costly legacy systems.
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.