April 16, 2015
Agile Tax is a solution for the professional tax practice looking to use cloud technology as a competitive advantage. With a simple interface and pricing structure, sole practitioners and small firms gain access to a flexible tax preparation solution ...
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Tags: Software
Income Tax October 9, 2026
Ask which states and which tax types the package supports for the coming filing season, with approval dates, rather than in general.
Firm Management November 4, 2026 Sponsored
General AI chatbots are everywhere in accounting firms today, approved or not, but they hit a wall fast: every new conversation means rebuilding context from scratch, and every upload is a judgment call about security.
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.
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.