AI Buyer Insights:

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

305TAX Tech Stack and Enterprise Applications

305TAX ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Odoo Legacy Odoo Open Source ERP ERP Financial ERP n/a 2023 2023
305TAX Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2024 2024
305TAX CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
HighLevel Legacy HighLevel Marketing Automation CRM n/a 2024 2024
In 2024, 305TAX implemented HighLevel as its Marketing Automation platform, embedding the HighLevel application on its public website to support prospect capture and client engagement. The deployment uses HighLevel to instrument website forms and funnel pages, centralizing lead capture and initial client intake into the application. HighLevel supplies category-aligned capabilities including landing pages, form capture, automated email and SMS sequences, appointment booking, and a light CRM for lead routing and contact lifecycle management. This implementation positions HighLevel as the primary Marketing Automation tool for 305TAX marketing and client acquisition workflows. Operationally the HighLevel implementation is scoped to marketing and client intake functions and is managed by internal staff consistent with the company size of 23 employees. The HighLevel application is deployed as a cloud hosted SaaS instance with website embedding using tracking scripts and widgets to orchestrate form submission, follow up messaging, and calendar scheduling. Governance emphasizes campaign sequencing, workflow templates, and contact segmentation within HighLevel to align marketing automation with sales intake processes. Integrations are realized through the website embedding of HighLevel, creating a direct flow from public site activity into the HighLevel environment.
Tag Management CRM 2023 2023
305TAX PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2023 2023
305TAX IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2018 2018

IT Decision Makers and Key Stakeholders at 305TAX

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by 305TAX Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from 305TAX IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the 305TAX digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD 305TAX Technographics
305TAX is a Banking and Financial Services organization based in United States, with around 23 employees and annual revenues of $2.0 million.
305TAX operates a diverse technology stack with applications such as Odoo Open Source ERP, Google Workspace (Formerly Google G-Suite) and HighLevel, covering areas like ERP Financial, Collaboration and Marketing Automation.
305TAX has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Odoo, Google and HighLevel.
305TAX recently adopted applications including Google Workspace (Formerly Google G-Suite) in 2024, HighLevel in 2024 and Odoo Open Source ERP in 2023, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of 305TAX’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates 305TAX’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete 305TAX technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.