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.
September 5, 2014
OVERALL RATING 4.75 800-PFX-9998 (739-9998) CCHGroup.com Product delivery methods: __x__ On-Premises __x___ SaaS __x___ Hosted by Vendor BEST FIRM FIT: An excellent solution for firms of all sizes and those who want the most flexibility in how the application is delivered to end users (local, hosted or public/private cloud). STRENGTHS: – Integration...…
June 2, 2014
Drake Software is a tax software solution designed for quick data entry and return processing. A unique aspect to Drake Software is the all-inclusive pricing model. This allows tax practitioners to process unlimited federal, state and electronic filing at a known, fixed rate with no additional function modules to purchase. Drake’s software system includes built-in…
April 21, 2014
CCH Axcess Tax is the newly rebranded Software as a Service (SaaS) solution from CCH. This wholly cloud-based solution is based on the latest Internet technologies and provides end users with a modern and updated interface.
April 21, 2014
Bloomberg BNA is typically relied on to provide high levels of tax, regulatory and compliance expertise. Used by thousands of tax professionals, including the IRS, Bloomberg BNA provides a number of solutions for tax, accounting, financial planning and estate planning.
April 21, 2014
Agile Tax is in its sophomore year as a tax solution. The program was built as an Internet solution, and tax practitioners can process an unlimited number of returns for a fixed monthly cost. The system is designed for high volume tax processing and intended as a standalone product. New for the current release are…
April 21, 2014
ATX is a tax solution provided by CCH Small Firm Services with a primary focus on function and value, with bundle options that include tax compliance, research, payroll compliance and document management tools for tax professionals. New for the current year are integration points with PortalSafe, an online portal solution and an improved print manager.
April 21, 2014
TaxWise is a tax solution provided by CCH Small Firm Services. Intended for use by sole-practitioners, to firms with 10 or fewer staff, the solution is focused on quick data entry. TaxWise offers several unique features including bilingual forms and inclusion of CCH US Master Tax Guide in several of its pricing options.
April 21, 2014
Intuit Tax Online is an Internet-based tax solution with a fixed, all-inclusive pricing structure. Intuit Tax Online provides a streamlined interface to process simple returns through an anytime, anywhere platform. New for the current release is a streamlined interface and a new mobile app that may be downloaded by clients.
April 21, 2014
ProSeries Tax is the mid-tier tax software solution offered by Intuit. ProSeries Tax is designed as an affordable tax software solution to assist tax practitioners with processing returns quickly. New for the current year are significant updates to the electronic filing functionality and a complete overhaul on PDF capabilities.
April 21, 2014
UltraTax CS is part of the CS Professional Suite of products, which is an integrated lineup of tax and accounting solutions. With multiple integration point options both inside and outside the CS Professional Suite, UltraTax CS focuses on a streamlined interface to help accounting practitioners work efficiently. New features for the current release include a…
April 21, 2014
GoSystem Tax RS is among the most sophisticated tax compliance systems currently serving the accounting profession. Solely offered as an Internet-based solution, GoSystem Tax RS is fully scalable to meet the needs of medium size firms and larger and offers a reliable platform to handle large data sets. New for the current release is a…
April 21, 2014
ProSystem fx Tax is the traditional tax service offering provided by CCH. It is intended as an in-house solution, but is also offered as a hosted solution branded as Global fx.
