Fullerton, 92832-1709, CA,
United States
1040 Blues Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by 1040 Blues and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 1040 Blues employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that 1040 Blues has purchased the following applications: Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2022, CountingWorks PRO for CRM in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems 1040 Blues is running and its propensity to invest more and deepen its relationship with Microsoft , DocuSign , CountingWorks or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing 1040 Blues revenues, which have grown to $1.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for 1040 Blues intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, 1040 Blues implemented DocuSign eSignature as a Digital Signing solution on its website. The deployment embeds DocuSign eSignature into the public website to capture client signatures for tax engagement documents and consent forms, providing client-facing electronic signature capture integrated into online intake and document delivery workflows. The implementation leverages embedded signing and template-based signature flows to standardize client authorizations, and it uses audit trail and certificate of completion capabilities native to DocuSign eSignature for record keeping and compliance.
Operational scope covers client engagement and tax preparation functions within the 10-person professional services firm, with DocuSign eSignature connecting web-based document presentation to internal document processing. Core functional modules configured include reusable templates, client email signing workflows, embedded signing sessions on the site, and account-level access controls to manage who can create and send signature requests. Governance is enforced through template controls and role-based permissions inside DocuSign eSignature, aligning signature workflows with existing firm processes and reducing manual signature handling without a named systems integrator.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CountingWorks | Legacy | CountingWorks PRO | CRM | CRM | n/a | 2022 | 2022 |
In 2022, 1040 Blues implemented CountingWorks PRO as a CRM embedded on their website to capture client contacts and intake. The deployment reflects the needs of a small professional services firm, aligning CountingWorks PRO with front-office client acquisition and ongoing client recordkeeping at a single-site United States practice.
CountingWorks PRO was configured to support standard CRM capabilities such as contact and client record management, web-based intake forms, appointment scheduling workflows, and client lifecycle tracking. The implementation emphasized client-facing form embedding on the public site, routing of incoming leads to named preparers, and centralized contact profiles to consolidate communications and engagement history.
Operational coverage is concentrated on tax preparation and client services, with the CRM in use by the firm’s client-facing staff across intake, scheduling, and client communication functions. Integrations are limited to the website embedding noted in the implementation, with no other external systems reported.
Governance focused on enforcing consistent intake and contact management processes, role-based access to client records, and standardizing how client communications are recorded in CountingWorks PRO. The narrative positions 1040 Blues CountingWorks PRO CRM as the system of record for front-office client interactions without asserting quantified outcomes.
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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|
|
Application Performance Management | ITSM |
|
2023 | 2023 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Application Hosting and Computing Services | IaaS |
|
2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
|
2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
|
2023 | 2023 |
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