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Tags: Software
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Tags: Software
Accounting August 14, 2025 Sponsored
When your teams are caught in a grind of manual tasks, fragmented tools, and version-control headaches, chaos often ensues. But there’s a smarter way.
Firm Management July 29, 2025
A singular workflow solution not only makes your firm more efficient but can make budgeting much simpler. One tool that handles everything from source document gathering all the way to tax return assembly/delivery—and automates manual tasks like intake, signatures, and deadline reminders—makes your firm a more attractive employer, too.
Accounting July 11, 2025
Brian Tankersley, CPA, and Randy Johnston, take you on a tour of the 2025 AICPA Engage Conference tradeshow floor.
Technology June 30, 2025 Sponsored
Readers tell us which tax and accounting software they love the most. The awards highlight the most useful technology for firms and clients.
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.