AAFCPAs
21 East Main Street,
Westborough, 1581, MA,
United States
Westborough, 1581, MA,
United States
1 508-366-9100
Professional Services
AAFCPAs Technographics
AAFCPAs Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by AAFCPAs and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 170 AAFCPAs employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that AAFCPAs has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2009, Microsoft 365 for Collaboration in 2016, Hubspot CRM for CRM in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems AAFCPAs is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , HubSpot 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 AAFCPAs revenues, which have grown to $25.0 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 AAFCPAs 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.
AAFCPAs Tech Stack and Enterprise Applications
AAFCPAs ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2009 | 2009 |
In 2009, AAFCPAs implemented Intuit Quickbooks Enterprise as its ERP Financial platform to centralize accounting and firm billing operations. The deployment positioned Intuit Quickbooks Enterprise to support AAFCPAs accounting and finance functions across the firm's United States operations, consolidating transaction processing and financial reporting. The project aligned the application with professional services finance workflows and established the application as the primary financial system for the firm.
Configuration emphasized core modules typical of ERP Financial systems, including general ledger, accounts payable, accounts receivable, project billing and financial reporting, with a redesigned chart of accounts and role based access controls to reflect firm billing and partner approval structures. Automation of invoice processing, standardized billing templates and month end close workflows were configured to enforce governance and audit trail requirements, and financial reporting capabilities were set up to deliver firm level and project level visibility. The record identifies AAFCPAs Intuit Quickbooks Enterprise ERP Financial as the central system for the firm’s accounting, billing and financial management functions.
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AAFCPAs Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, AAFCPAs implemented Microsoft 365 as its Collaboration platform. The deployment centralized email, document storage and team communication for the firm, leveraging Microsoft 365 capabilities such as Exchange Online, SharePoint Online, OneDrive for Business and Microsoft Teams to provide unified messaging, document management and synchronous collaboration.
Microsoft 365 is surfaced on the AAFCPAs public website while internally supporting tax, audit and advisory teams with version control, co authoring and secure file sharing. Governance focused on tenant level administration, user provisioning and access control policies to align Collaboration controls with professional services compliance requirements, and the configuration emphasized role based access and content lifecycle management. The Microsoft 365 application serves as the primary Collaboration backbone for internal productivity, email and document workflows across the firm.
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AAFCPAs CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot CRM | CRM | CRM | n/a | 2018 | 2018 |
In 2018, AAFCPAs implemented Hubspot CRM. The deployment is active on their public website for inbound lead capture and client engagement, signaling a web-embedded CRM presence used to consolidate contact and prospect activity. Hubspot CRM serves as the firm-level CRM to centralize client records and front-line engagement workflows.
The implementation leverages core capabilities aligned with the CRM category, including centralized contact management, sales pipeline and deal tracking, email activity capture, and web-origin lead attribution to support sales and marketing operations. Operational coverage focuses on sales, marketing, and client service functions, with governance oriented around a single contact database, lifecycle stage definitions, and lead routing workflows. Configuration and workflow workstreams emphasize website-to-CRM form mapping, contact deduplication, and automated assignment rules consistent with Hubspot CRM operational patterns.
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Customer Data Platform | CRM |
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2020 | 2020 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2021 | 2021 |
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AAFCPAs ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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IT Service Management | ITSM |
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2020 | 2020 |
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AAFCPAs TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2019 | 2019 |
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AAFCPAs IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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AAFCPAs CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at AAFCPAs
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Director, Business and IT Advisory Services | Director | IT | |
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Director of Business Operations | Director | Finance | |
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Director of Information Technology | Director | IT | |
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Apps Being Evaluated by AAFCPAs Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from AAFCPAs IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the AAFCPAs digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD AAFCPAs Technographics
AAFCPAs is a Professional Services organization based in United States,
with around 170 employees and annual revenues of $25.0 million.
AAFCPAs operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Hubspot CRM,
covering areas like ERP Financial, Collaboration and CRM.
AAFCPAs has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and HubSpot.
AAFCPAs recently adopted applications including
Hubspot Marketing Automation in 2021, Twilio Segment in 2020 and Atlassian Jira Service Desk in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of AAFCPAs’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates AAFCPAs’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 AAFCPAs technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.