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Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Assured Tax & Accounting United States Tech Stack and Enterprise Applications

Assured Tax & Accounting United States ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Karbon Legacy Karbon Legal Practice Management ERP Services and Operations n/a 2020 2020
In 2020, Assured Tax & Accounting implemented Karbon. The firm adopted Karbon as a Legal Practice Management application to centralize workflows, email triage, and client work across its accounting, payroll, and tax practice in the United States. The implementation focuses on Karbon's core practice management capabilities, specifically workflow automation, email triage, and client management, configured to capture client requests, route and assign tasks, and standardize recurring tax and payroll engagements. These modules were applied to instrument matter-level tracking and provide team visibility into work in progress rather than deploying a discrete legal module. Operational scope covers the small US practice of 10 employees, with configuration aimed at reducing manual client chasing and consolidating email-based work intake into a triage workflow. Governance changes established centralized triage ownership and standardized task templates to enforce consistent execution of client deliverables across accounting, payroll, and tax functions. Assured Tax & Accounting reported a 15% productivity increase and daily time savings for client chasing and email management following the Karbon deployment. Karbon remains the central Legal Practice Management system for the firm, supporting core accounting, payroll, and tax business functions.
Assured Tax & Accounting United States Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Salesforce Legacy Slack Connect Collaboration Collaboration n/a 2022 2022
Online Meeting Scheduling Collaboration 2021 2021
Assured Tax & Accounting United States Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Squarespace Legacy Squarespace CMS Web Content Management Content Management n/a 2019 2019
Web Content Management Content Management 2021 2021
Assured Tax & Accounting United States CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Support CRM 2019 2019
Assured Tax & Accounting United States PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2021 2021
Assured Tax & Accounting United States IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2021 2021
Domain Name System (DNS) IaaS 2019 2019
Network Management and Monitoring IaaS 2022 2022
Assured Tax & Accounting United States CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2021 2021

IT Decision Makers and Key Stakeholders at Assured Tax & Accounting United States

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Assured Tax & Accounting United States Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Assured Tax & Accounting United States IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Assured Tax & Accounting United States digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Assured Tax & Accounting United States Technographics
Assured Tax & Accounting United States is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Assured Tax & Accounting United States operates a diverse technology stack with applications such as Karbon, Slack Connect and Squarespace CMS, covering areas like Legal Practice Management, Collaboration and Web Content Management.
Assured Tax & Accounting United States has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Karbon, Salesforce and Squarespace.
Assured Tax & Accounting United States recently adopted applications including Slack Connect in 2022, Amazon EC2 in 2022 and AWS Global Accelerator in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Assured Tax & Accounting United States’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Assured Tax & Accounting United States’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 Assured Tax & Accounting United States technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.