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Michelin, an e2open customer evaluated Oracle Transportation Management

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

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

A Francis & Associates Inc Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit ProConnect Lacerte Tax Management ERP Financial Management n/a 2017 2017
In 2017, A Francis & Associates Inc implemented Intuit ProConnect Lacerte to centralize its Tax Management activities. The deployment was scoped to a 15-person professional services firm and explicitly targeted preparation of income tax returns including Form 1040, Form 1120S, Form 1120, and Form 1065 using Intuit ProConnect Lacerte Professional Tax Preparation Software. The implementation configured core tax preparation capabilities, including form-specific data entry and calculation workflows for 1040, 1120S, 1120, and 1065 returns, a consolidated forms library, and return assembly and validation processes typical of Tax Management solutions. Intuit ProConnect Lacerte was used as the authoritative authoring and filing workspace, with configuration focused on client-level return management and standardized input templates to reduce variation across engagements. Operational coverage was concentrated within the firm’s tax preparation team and accounting professionals, supporting end-to-end client engagements from data intake through return completion for United States federal and applicable state filings. The system served as the central repository for client tax data and assembled returns by engagement, enabling consistent handling of individual and business client workflows. Governance centered on standardized workflow rules and review checkpoints, instituting firm-level templates and quality control steps for return review and sign-off. Rollout emphasized consistent use by preparers across engagements, aligning practice-level processes to the capabilities of Intuit ProConnect Lacerte and the firm’s Tax Management procedures.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Amazon Web Services (AWS) Legacy Amazon EC2 Application Hosting and Computing Services IaaS n/a 2014 2014
Application Hosting and Computing Services IaaS 2020 2020
IT Decision Makers and Key Stakeholders at A Francis & Associates Inc
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by A Francis & Associates Inc Executives
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FAQ - APPS RUN THE WORLD A Francis & Associates Inc Technographics

A Francis & Associates Inc is a Professional Services organization based in United States, with around 15 employees and annual revenues of $2.0 million.

A Francis & Associates Inc operates a diverse technology stack with applications such as Intuit ProConnect Lacerte, Microsoft 365 and Amazon EC2, covering areas like Tax Management, Collaboration and Application Hosting and Computing Services.

A Francis & Associates Inc has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Microsoft and Amazon Web Services (AWS).

A Francis & Associates Inc recently adopted applications including Microsoft 365 in 2020, Microsoft Azure Cloud Services in 2020 and Intuit ProConnect Lacerte in 2017, highlighting its ongoing modernization strategy.

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Our research team continuously updates A Francis & Associates Inc’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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