New York, 10019, NY,
United States
A Francis & Associates Inc Technographics
A Francis & Associates Inc Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by A Francis & Associates Inc and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 A Francis & Associates Inc employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that A Francis & Associates Inc has purchased the following applications: Intuit ProConnect Lacerte for Tax Management in 2017, Microsoft 365 for Collaboration in 2020, Amazon EC2 for Application Hosting and Computing Services in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems A Francis & Associates Inc is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Amazon Web Services (AWS) 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 A Francis & Associates Inc revenues, which have grown to $2.0 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 A Francis & Associates Inc 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.
A Francis & Associates Inc Tech Stack and Enterprise Applications
A Francis & Associates Inc ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit ProConnect Lacerte | Tax Management | ERP | 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.
|
A Francis & Associates Inc Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
In 2020, A Francis & Associates Inc implemented Microsoft 365 as its core Collaboration platform. The United States based professional services firm with approximately 15 employees references Microsoft 365 on its public website, indicating adoption of a cloud native collaboration suite for internal and client facing workflows.
The implementation configured core Microsoft 365 services, including Exchange Online for hosted email, Microsoft Teams for real time collaboration and meetings, SharePoint Online and OneDrive for Business for document management and client file sharing, and Azure Active Directory for identity and access management. Configuration work emphasized mailbox and user provisioning, Teams channel structures aligned to client engagements, and document libraries with permission controls consistent with professional services file handling.
Operational scope covered primary business functions such as tax preparation, client services, and office administration, centralizing email, collaboration, and document workflows within Microsoft 365. Governance activities focused on role based access control, document retention and administrative controls through the Microsoft 365 admin center, with user provisioning and policy settings sized to a 15 person firm. Microsoft 365 is the application in use and Collaboration is the software category.
|
A Francis & Associates Inc 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 |
In 2014, A Francis & Associates Inc implemented Amazon EC2 as its Application Hosting and Computing Services solution to run the company website. The implementation used Amazon EC2 virtual server instances to host public web content and lightweight application workloads appropriate for a 15 employee professional services firm.
Configuration centered on provisioning EC2 instances sized to the firm’s traffic profile, configuring instance-level web server stacks, and applying AWS network controls such as security group rules to protect public endpoints. Operational scope was limited to the corporate website and client-facing application components, with governance and account administration handled internally by the firm’s IT stewardship and standard AWS account controls.
|
|
|
|
|
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 | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by A Francis & Associates Inc Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||