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.
November 3, 2011
888-224-7377 CCHGroup.com 2011 Overall Rating 5 BEST FIT Tax, accounting and legal professionals who need a wide range of research options. STRENGTHS New categorized view groups data in easy-to-use chunks Up to 8 simultaneous searches on one screen Multiple ways of getting the same answer POTENTIAL LIMITATIONS Integration only achieved with solutions in the...…
November 3, 2011
800-950-1216 YourCheckpoint.ThomsonReuters.com 2011 Overall Rating 5 BEST FIT Tax and accounting professionals that prefer a uniform platform for tax and accounting research STRENGTHS High level of user-specific customization Single platform for multiple primary, proprietary & third-party research content providers Strong search capabilities POTENTIAL LIMITATIONS Based on subscription level, users may experience content overload...…
November 3, 2011
800-372-1033 www.bna.com 2011 Overall Rating 5 Best Fit Tax, accounting and legal professionals who want the practitioner view as well an an editorial view of tax law. Strengths Research portfolios authored by respected practitioners & educators Clean, easy-to-use interface High level of program & newsletter customization Potential Limitations No native integration with third-party tax...…
August 18, 2011
866-304-3800 www.paylocity.com Best Fit Companies who want a web-based payroll and human resources application that integrates with many entry-level and mid-range accounting and ERP applications. Strengths Uses a single database for payroll and HR data, and allows documents to be attached to electronic personnel files in their native formats. Provides integration with many popular...…
August 18, 2011
888-236-9501 www.accountant.intuit.com/payroll Best Fit Accounting professionals who do client bookkeeping/write-up or payroll preparation in QuickBooks for Windows, as well as those who need support for payroll integration with job costing in QuickBooks. Strengths Tightly integrated with the Windows version of QuickBooks; however, there is no support for QuickBooks Online, QuickBooks for Mac or third-party...…
August 12, 2011
800-968-8900 CS.ThomsonReuters.com 2011 Overall Rating 4.75 Best Fit Accounting firms who use the Accounting CS application to work with clients on payroll and bookkeeping, as well as accounting professionals who use other CS Professional Suite tools for accounting, tax or document management. Strengths Uses combination of SaaS & hosted technologies to facilitate collaboration...…
August 12, 2011
888-400-1613 www.crestpayroll.com 2011 Overall Rating 4.75 Best Fit Companies and firms who want a sophisticated, web-based payroll product that integrates with their existing websites, as well as organizations that use Paramount’s other applications (eVault 365 DMS, Meridian MSP recruiting). Strengths Website integration feature, included employee portals & firm-specific branding makes even the smallest...…
August 12, 2011
877-954-7873 www.SurePayroll.com 2011 Overall Rating Best Fit Clients or firms who want a robust, web-based payroll solution with strong features such as a mobile application, employee self-service portals and integration with numerous accounting software applications. Strengths Interfaces provided for QuickBooks, Sage Peachtree, AccountEdge & Intacct (data transfer may require users to pay a fee)....…
August 12, 2011
800-755-7846 www.chequemate.com 2011 Overall Rating Best Fit Payroll processors with large numbers of payroll clients who need an application with an inexpensive entry point but do not need general ledger (GL) integration. Strengths Includes support for multiple payroll frequencies, job costing & direct deposit. Call Calendar helps staff manage multiple priorities & shows...…
August 12, 2011
ATX: 888-455-0183; www.atxinc.com TaxWise: 888-455-0182; www.taxwise.com 2011 Overall Rating 4 Best Fit Accounting firms and small companies who need a live and after-the-fact payroll preparation tool designed to work with the ATX and CCH write up solutions, as well as firms who are using ProSystem fx Practice Management, or need check in/checkout...…
August 12, 2011
888-236-9501 www.accountant.intuit.com/payroll 2011 Overall Rating 4.25 Best Fit Small businesses and accounting professionals who want a web-based payroll application that provides the ability to collaborate with users at other sites. It’s also a good fit for QuickBooks for Mac and QuickBooks Online users who want a payroll tool that integrates directly with their...…
August 12, 2011
Payroll is an important part of any business, and most payroll solutions currently available are capable of providing support for all business types and sizes. Although technology and automation have made compliance much easier, payroll continues to grow in complexity.
