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
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.
Accounting December 17, 2024
The new new integration is powered by QuickFee Connect and streamlines payment workflows, accounts receivable processes, and client experience touchpoints for users of both platforms.
Technology November 25, 2024
The billing feature enables firms to bill clients on time, follow up on invoices automatically, get paid faster, and improve AR turnover.
Technology November 21, 2024
The Studio360 platform reduces system and data complexity and enables real-time insights for accounting and finance teams.
Technology November 20, 2024
Firms can use the free tool to price advisory services like tax planning and CFO support based on measurable client outcomes.