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Accurate Bookkeeping & Tax Data, Technology Stack, and Enterprise Applications
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
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.
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
Application Hosting and Computing Services IaaS 2015 2015
IT Decision Makers and Key Stakeholders at Accurate Bookkeeping & Tax
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Accurate Bookkeeping & Tax Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Accurate Bookkeeping & Tax Technographics

Accurate Bookkeeping & Tax is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Accurate Bookkeeping & Tax operates a diverse technology stack with applications such as Microsoft 365, CountingWorks PRO and Rackspace Cloud, covering areas like Collaboration, CRM and Application Hosting and Computing Services.

Accurate Bookkeeping & Tax has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, CountingWorks and Rackspace Technology.

Accurate Bookkeeping & Tax recently adopted applications including CountingWorks PRO in 2023, Microsoft 365 in 2020 and Rackspace Cloud in 2015, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Accurate Bookkeeping & Tax’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Accurate Bookkeeping & Tax’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 Accurate Bookkeeping & Tax technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.