Meridian, 83642, ID,
United States
Assured Tax & Accounting United States Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Assured Tax & Accounting United States and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Assured Tax & Accounting United States employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Assured Tax & Accounting United States has purchased the following applications: Karbon for Legal Practice Management in 2020, Slack Connect for Collaboration in 2022, Squarespace CMS for Web Content Management in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Assured Tax & Accounting United States is running and its propensity to invest more and deepen its relationship with Karbon , Salesforce , Squarespace 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 Assured Tax & Accounting United States 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 Assured Tax & Accounting United States 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.
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.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Salesforce | Legacy | Slack Connect | Collaboration | Collaboration | n/a | 2022 | 2022 |
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Online Meeting Scheduling | Collaboration |
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2021 | 2021 |
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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 |
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Web Content Management | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Customer Support | CRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2021 | 2021 |
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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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Domain Name System (DNS) | IaaS |
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2019 | 2019 |
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Network Management and Monitoring | IaaS |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2021 | 2021 |
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