April 17, 2015
TaxWise, a tax solution provided by CCH Small Firms Services, aims to expedite tax preparation with quick data entry. TaxWise also includes a multitude of services to assist tax professionals efficiently serve clients and grow their business.
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Tags: Software
Advisory June 16, 2026 Sponsored
This practical webinar helps tax and accounting professionals make sense of what worked—and what didn't—during busy season. You'll identify key operational and workflow challenges, translate lessons learned into actionable improvements, and set the stage for a more efficient, less stressful 2027 busy season.
Firm Management June 9, 2026 Sponsored
Tax season might be in the rearview mirror, but for many firm owners, the sprint never ends. If you feel like your firm is running you, instead of the other way around, bring your questions to Ryan Lazanis, CPA, of Future Firm Accelerate in this “Ask Me Anything” webinar.
Cloud Technology May 28, 2026 Sponsored
As another tax season wraps up, many smaller tax prep firms are left reflecting on what slowed them down: system crashes, limited remote access, hardware issues, or constantly troubleshooting outdated on‑premise tax software. If these pain points feel familiar, then this is the right time to explore a move to a modern cloud‑based tax platform.
Technology April 30, 2026 Sponsored
Technology is rapidly reshaping the accounting and tax profession. AI, automation, unified tech stacks, and cloud-based platforms are moving from emerging ideas to everyday tools, changing how firms operate, collaborate, and serve 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.