Accountants World
140 Fell Court, Suite 201,
Hauppauge, 11788, NY,
United States
Hauppauge, 11788, NY,
United States
1 888-999-1366
Professional Services
Accountants World Technographics
Accountants World Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Accountants World and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Accountants World employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Accountants World has purchased the following applications: Crisp for Chatbots and Conversational AI in 2021, Microsoft 365 for Collaboration in 2018, AdRoll for Digital Advertising Platform 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 Accountants World is running and its propensity to invest more and deepen its relationship with Crisp IM , Microsoft , NextRoll 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 Accountants World revenues, which have grown to $50.0 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 Accountants World 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.
Accountants World Tech Stack and Enterprise Applications
Accountants World AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Crisp IM | Legacy | Crisp | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Accountants World implemented Crisp as a customer-facing conversational layer. Accountants World implemented Crisp in the Chatbots and Conversational AI category to provide scripted and automated engagement on its public website and client portals for its professional services audience.
The deployment uses the Crisp chat widget embedded on the corporate website and is configured for a mix of automated chatbot responses and live agent handoff. Functional capabilities implemented include canned responses and conversation flows, session context tracking, knowledge base integration within conversations, and workflow-based routing to internal teams. These capabilities align with standard Chatbots and Conversational AI functionality for real-time support, lead capture, and conversational escalation to human agents.
Operational scope covered web-based interactions for support and client engagement, routing inbound queries to client services and technical support groups within the United States organization. Governance emphasis was placed on message templates, response guidelines, and knowledge base curation to ensure consistent professional services communications. The implementation focused on integrating conversational workflows into existing support processes rather than on replacing named backend systems.
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Accountants World Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Accountants World deployed Microsoft 365 as a Collaboration platform for its professional services operations. Accountants World is using Microsoft 365 on their website, and the implementation is positioned to support core office productivity and client-facing collaboration workflows within the company.
The Microsoft 365 implementation includes standard Collaboration capabilities such as hosted email, real time chat and meetings, cloud file storage and synchronization, and Office productivity applications. Configuration signals on the public site indicate use of the full Microsoft 365 suite, which typically maps to Exchange Online for messaging, Microsoft Teams for collaboration, SharePoint for intranet and document management, OneDrive for personal file sync, and the Office desktop and web apps for document authoring.
Operational coverage is company wide for an approximately 400 person firm headquartered in the United States, impacting client services, finance, operations, and support teams. Governance is expressed via tenant level administration and centralized configuration of collaboration controls and compliance settings, with role based access and administrative policies expected to manage user provisioning and content lifecycle across the Microsoft 365 tenant.
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Accountants World CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| NextRoll | Legacy | AdRoll | Digital Advertising Platform | CRM | n/a | 2014 | 2014 |
In 2014, Accountants World deployed AdRoll, a Digital Advertising Platform, on its website. The implementation placed the AdRoll instance at the center of website driven display and retargeting activity and was executed under the marketing function for audience acquisition and retention.
AdRoll was configured using the standard site tag to enable cookie based behavioral tracking, audience segmentation, creative rotation, and campaign orchestration consistent with Digital Advertising Platform capabilities. Operational governance emphasized marketing ownership of campaigns, tag management controls, and coordination with privacy and legal for consent and data handling, while the platform centralized audience lists, frequency controls, and ad creative workflows for web based programmatic and remarketing campaigns.
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Accountants World 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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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Accountants World PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2012 | 2012 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Accountants World 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Accountants World 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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Accountants World
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Accountants World Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Accountants World IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Accountants World digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Accountants World Technographics
Accountants World is a Professional Services organization based in United States,
with around 400 employees and annual revenues of $50.0 million.
Accountants World operates a diverse technology stack with applications such as
Crisp, Microsoft 365 and AdRoll,
covering areas like Chatbots and Conversational AI, Collaboration and Digital Advertising Platform.
Accountants World has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Crisp IM, Microsoft and NextRoll.
Accountants World recently adopted applications including
Crisp in 2021, ZoomInfo Chorus in 2021 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Accountants World’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Accountants World’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 Accountants World technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.