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Tags: Software, Tax Planning
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Tags: Software, Tax Planning
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 28, 2026
April announced expanded capabilities within its Integrated Tax Platform that provide wealth management firms with access to personalized tax planning insights, informed by client-authorized IRS tax data.
Accounting September 10, 2026
Learn how to position tax planning as a service clients understand and value, package and price your offering, and clearly communicate why proactive planning matters.
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.