New York, 10019, NY,
United States
A Francis & Associates Inc Technographics
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.
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.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 |
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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 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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