Andersen Tax
333 Bush St STE 1700,
San Francisco, 94104, CA,
United States
San Francisco, 94104, CA,
United States
1 415-764-2700
Banking and Financial Services
Andersen Tax Technographics
Andersen Tax Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Andersen Tax and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1900 Andersen 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 Andersen Tax has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, UKG Pro HCM (ex UltiPro HCM) for Core HR in 2020, Microsoft 365 for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Andersen Tax is running and its propensity to invest more and deepen its relationship with Intuit , Emburse , Thomson Reuters 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 Andersen Tax revenues, which have grown to $3.00 billion 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 Andersen 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.
Andersen Tax Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | x | 2013 | 2013 |
In 2013, Andersen Tax implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize corporate accounting and client billing for the firm. Intuit Quickbooks Enterprise was positioned to support Andersen Tax finance, accounting, and tax practice billing workflows, and QuickBooks experience was identified as a required skill in hiring for finance and billing roles.
Configuration work focused on General Ledger, Accounts Payable, Accounts Receivable, consolidated financial reporting, and client billing modules, with template-driven chart of accounts design and security profiles. Standard ERP Financial capabilities such as transactional posting, period close controls, audit trails, and financial statement generation were emphasized to align accounting operations with tax engagement billing cycles and project-level revenue recognition.
Operational deployment targeted Andersen Tax finance and accounting departments across its United States offices, aligning the Intuit Quickbooks Enterprise environment to central accounting processes and multi-entity client invoicing workflows common in professional services. Workflows were configured to support intercompany transactions, client invoicing cadence, and segregation of duties between practice-level billing and firm corporate finance.
Governance centered on finance ownership, role-based access controls, and formal period close procedures, with staffing and training requirements tied to demonstrated QuickBooks experience. Change management emphasized documented operating procedures for client billing, audit trail controls, and ongoing administration by personnel proficient in Intuit Quickbooks Enterprise.
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Expense Management | ERP Financial Management |
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2015 | 2015 |
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Tax Management | ERP Financial Management |
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2020 | 2020 |
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro HCM (ex UltiPro HCM) | Core HR | HCM | n/a | 2020 | 2020 |
In 2020 Andersen Tax implemented UKG Pro HCM (ex UltiPro HCM) as its Core HR system, initiating a focused effort by HRIS leadership to re-evaluate and reinvent an underutilized UKG Pro deployment to better align system capabilities with business objectives. The implementation positioned UKG Pro HCM as the centralized HR record for onboarding, offboarding, benefits administration, compensation statements, and HR analytics across the organization.
The deployment extended UKG Pro HCM with enterprise level onboarding and offboarding workflows using Rival SilkRoad RedCarpet, integrating onboarding data flows between iCims, Rival SilkRoad, and UKG Pro. Andersen configured UKG Pro Benefits Admin functionality, developed custom compensation statements within the platform, and instrumented reporting pipelines that fed IBM Cognos Analytics for broader BI consumption.
Operational architecture emphasized a unified employee record in UKG Pro HCM with synchronized data flows to a portfolio of third party systems. Andersen implemented and managed 12 plus third party integrations, explicitly linking SAP, PayScale, Cornerstone, iCims, and Rival to preserve data consistency across recruiting, compensation, learning, and benefits processes. The integrations and HRIS configurations were managed centrally by the HRIS and analytics function to maintain record fidelity.
Governance and ongoing operations were handled by a dedicated UKG Pro System Administrator role within HRIS, who maintained system performance, security, configuration hygiene, and compliance of employee records. Andersen automated more than 100 reports in IBM Cognos Analytics, launched the UKG Pro Benefits Admin solution, and drove adoption of additional HRIS features to increase operational efficiency and improve the employee experience.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Andersen Tax deployed Microsoft 365 as its primary Collaboration platform. Public references on the Andersen Tax website indicate Microsoft 365 is used to support core productivity and client-facing collaboration needs across the firm.
The Microsoft 365 implementation centers on standard Collaboration capabilities, including Microsoft Teams for real-time communication, Exchange Online for email, SharePoint Online and OneDrive for Business for document management, and Office desktop and web apps for productivity. Configuration details emphasize tenant-level administration, identity and access controls, and information protection controls typical of Microsoft 365 deployments.
Operational coverage for Microsoft 365 spans internal communications, knowledge management, document lifecycle and client collaboration workflows, aligning the Andersen Tax Microsoft 365 Collaboration footprint with professional services delivery and advisory functions. The corporate website evidence suggests Microsoft 365 components are surfaced in both employee-facing and externally visible touchpoints.
Governance and rollout considerations align with Collaboration best practices in financial services, focusing on tenant governance, data classification, access policy enforcement and phased user adoption. Andersen Tax Microsoft 365 Collaboration therefore establishes a centralized platform for collaboration, content management and secure communication across the organization.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Experience | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Marketing Automation | CRM |
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2016 | 2016 |
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IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Hardware Asset Management (HAM), Software Asset Management (SAM), IT Asset Management (ITAM), SaaS Spend Management | IT Asset Management |
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2013 | 2013 |
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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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2018 | 2018 |
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SD-WAN | IaaS |
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2018 | 2018 |
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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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Andersen Tax
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Andersen Tax Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Andersen Tax Technographics
Andersen Tax is a Banking and Financial Services organization based in United States,
with around 1900 employees and annual revenues of $3.00 billion.
Andersen Tax operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, UKG Pro HCM (ex UltiPro HCM) and Microsoft 365,
covering areas like ERP Financial, Core HR and Collaboration.
Andersen Tax has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, UKG and Microsoft.
Andersen Tax recently adopted applications including
Microsoft 365 in 2021, Thomson Reuters GoSystem Tax RS in 2020 and UKG Pro HCM (ex UltiPro HCM) in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Andersen Tax’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Andersen 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 Andersen Tax technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.