Lancaster, 93534, CA,
United States
Accurate Bookkeeping & Tax Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Accurate Bookkeeping & Tax and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Accurate Bookkeeping & Tax employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Accurate Bookkeeping & Tax has purchased the following applications: Microsoft 365 for Collaboration in 2020, CountingWorks PRO for CRM in 2023, Rackspace Cloud for Application Hosting and Computing Services in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Accurate Bookkeeping & Tax is running and its propensity to invest more and deepen its relationship with Microsoft , CountingWorks , Rackspace Technology 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 Accurate Bookkeeping & Tax revenues, which have grown to $1.0 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 Accurate Bookkeeping & Tax 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.
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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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CountingWorks | Legacy | CountingWorks PRO | CRM | CRM | n/a | 2023 | 2023 |
In 2023 Accurate Bookkeeping & Tax implemented CountingWorks PRO as its CRM and embedded CountingWorks PRO components on its public website to support client intake and contact capture. The deployment targets a 10 person professional services firm in the United States and is configured to manage contact and client records, engagement workflows, appointment and task tracking, and basic sales pipeline functions typical of a CRM. CountingWorks PRO is used for client onboarding forms served from the site and for centralized client recordkeeping across client services and operations roles.
Configuration emphasis has been on role based access, administrative configuration of client intake forms, and embedding web forms and contact capture elements on the corporate site. Operational governance appears focused on small team workflows with a centralized administrator maintaining templates, client tags, and activity workflows to keep client contact data organized. No external integrations were identified in source notes, so system interactions are limited to the website embedding and internal CRM processes supporting client management, scheduling, and engagement tracking.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Rackspace Technology | Legacy | Rackspace Cloud | Application Hosting and Computing Services | IaaS | n/a | 2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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