Atchley & Associates, LLP
6850 Austin Center Blvd Suite 180,
Austin, 78731, TX,
United States
Austin, 78731, TX,
United States
1 512-346-2086
Banking and Financial Services
Atchley & Associates, LLP Technographics
Atchley & Associates, LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Atchley & Associates, LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Atchley & Associates, LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Atchley & Associates, LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2017, Oracle Moat for Marketing Analytics 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 Atchley & Associates, LLP is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Oracle 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 Atchley & Associates, LLP revenues, which have grown to $5.0 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 Atchley & Associates, LLP 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.
Atchley & Associates, LLP Tech Stack and Enterprise Applications
Atchley & Associates, LLP ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, Atchley & Associates, LLP implemented Intuit Quickbooks Enterprise as its ERP Financial system to centralize accounting and financial reporting for the 50 person CPA firm in the United States. The deployment targeted core financial management capabilities to support finance, tax, and client accounting functions across the firm.
Intuit Quickbooks Enterprise was configured for general ledger consolidation, accounts payable, accounts receivable, cash management, and period close controls, with role based access controls for partners, senior accountants, and billing staff. Configuration included automated invoicing, bill processing, reconciliations, and standardized chart of accounts to align firm reporting and month end workflows.
The implementation incorporated explicit integrations with ProSystem Fx, FxPlanning, FxDocument, Adobe, Depreciation Solutions, Caseware, and Timeslips to sustain tax workpaper flows, planning models, document management, depreciation schedules, audit file preparation, and time and billing feeds. Timeslips provided time capture and billing feeds into Quickbooks, ProSystem Fx and Caseware supported tax and audit handoffs, and FxDocument with Adobe enabled PDF based document workflows and storage.
Governance and rollout were organized around accounting and tax team adoption, with firm leadership enforcing chart of accounts standards and month end close procedures. Training and process alignment emphasized reconciliations, secure document handling through FxDocument and Adobe, and operational handoffs between Timeslips, ProSystem Fx, and Intuit Quickbooks Enterprise.
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Atchley & Associates, LLP Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Atchley & Associates, LLP deployed Microsoft 365 as its Collaboration platform. The firm implemented Microsoft 365 to provide cloud email and calendaring, cloud file storage and document co-authoring, and core productivity applications to support a 50-employee banking and financial services practice.
The deployment is operated as a centralized Microsoft 365 tenant managed by internal administration, with user provisioning, mailbox administration, and tenant-level access controls aligned to accounting, tax, and administrative business functions. Microsoft 365 is surfaced on the firm website to link to hosted content and contact workflows, and governance focuses on administrative policies, access management, and collaboration workflows to support professional services operations.
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Atchley & Associates, LLP CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Moat | Marketing Analytics | CRM | n/a | 2019 | 2019 |
In 2019, Atchley & Associates, LLP implemented Oracle Moat on its public website. Atchley & Associates, LLP is a United States based Banking and Financial Services firm with 50 employees, and the deployment leverages Oracle Moat in the Marketing Analytics category to capture digital advertising measurement signals.
Oracle Moat was instrumented to collect viewability, ad verification, and attention metrics consistent with Marketing Analytics use cases, with tags deployed across marketing pages and digital assets. Configuration centered on page-level tagging and analytics instrumentation to enable campaign-level measurement and reporting, using Oracle Moat analytics capabilities for continuous measurement and dashboarding.
Operational ownership is concentrated within the firm’s marketing and digital channels, where measurement data is consumed in regular reporting workflows to inform content and advertising decisions. Governance emphasis aligns with tag management and measurement policies to ensure consistent data collection on the website, and the implementation is scoped to the firm’s public web properties.
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Atchley & Associates, LLP 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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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Atchley & Associates, LLP 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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Atchley & Associates, LLP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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Partner | Manager | Finance | |
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Partner | Manager | Finance | |
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Director of IT | Director | IT | |
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Partner CPA, CVA | Manager | Finance | |
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Apps Being Evaluated by Atchley & Associates, LLP Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Atchley & Associates, LLP IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Atchley & Associates, LLP digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Atchley & Associates, LLP Technographics
Atchley & Associates, LLP is a Banking and Financial Services organization based in United States,
with around 50 employees and annual revenues of $5.0 million.
Atchley & Associates, LLP operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Oracle Moat,
covering areas like ERP Financial, Collaboration and Marketing Analytics.
Atchley & Associates, LLP has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Oracle.
Atchley & Associates, LLP recently adopted applications including
Oracle Moat in 2019, Microsoft 365 in 2017 and Microsoft Azure Cloud Services in 2017,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Atchley & Associates, LLP’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Atchley & Associates, LLP’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 Atchley & Associates, LLP technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.