Los Angeles, 90017, CA,
United States
Buchalter Technographics
Buchalter Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Buchalter and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 650 Buchalter employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Buchalter has purchased the following applications: Quadient Neopost IS-5000 for Mailing System in 2010, Cisco Webex Meetings for Audio Video and Web Conferencing in 2017, DocuSign eSignature for Digital Signing in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Buchalter is running and its propensity to invest more and deepen its relationship with Quadient , Cisco Systems , DocuSign 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 Buchalter revenues, which have grown to $68.0 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 Buchalter 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.
Buchalter Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Quadient | Legacy | Quadient Neopost IS-5000 | Mailing System | ERP Services and Operations | n/a | 2010 | 2010 |
In 2010, Buchalter deployed Quadient Neopost IS-5000 as its Mailing System. The Quadient Neopost IS-5000 was provisioned to support outbound document processing and postage management for administrative and client-facing staff who handle inquiries and fulfill requests by phone and in person.
The implementation emphasized core mailing capabilities typical of a Mailing System, including postage metering, folding and inserting, postage accounting and address validation tied to document print streams. Quadient Neopost IS-5000 was configured to process outgoing correspondence generated from office productivity and document management tools, including Microsoft Word, Excel, Outlook, Adobe Acrobat 9 Pro, Netdocs and OnBase, enabling centralized handling of client letters, invoices and legal documents.
Operational scope centered on mailroom and administrative support functions, with the Quadient Neopost IS-5000 running alongside existing office infrastructure such as multifunction copiers and scanners from Ricoh, Xerox, Canon, Toshiba, Brother and Fujitsu, Pitney Bowes equipment and Cisco Systems network components. Governance focused on standardizing mail processing workflows and postage reconciliation procedures to align mailing operations with the firm’s client service processes.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Buchalter implemented Cisco Webex Meetings as its web conferencing platform. Cisco Webex Meetings, in the Audio Video and Web Conferencing category, is deployed on the Buchalter public website to provide web-initiated meeting access and client-facing conferencing entry points.
Deployment focuses on web-delivered meeting flows linked or embedded from buchalter.com, leveraging browser and client endpoints to deliver video, audio, screen sharing, and recording capabilities typical of the Audio Video and Web Conferencing category. The implementation is positioned to support client engagement and internal collaboration workflows within the professional services firm, with Cisco Webex Meetings serving as the primary web conferencing interface presented to external and internal users.
|
Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| DocuSign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2023 | 2023 |
In 2023, Buchalter implemented DocuSign eSignature as a Digital Signing solution on its public website. The deployment embeds DocuSign eSignature into web-based client interactions to capture legally binding electronic signatures for client-facing documents and forms. The implementation emphasizes web-embedded signing flows and browser-based authentication to support signature capture without redirecting users away from the site.
Configuration leverages standard Digital Signing capabilities including reusable templates, recipient routing, audit trail and tamper-evident signatures, and automated envelope creation driven by the site integration. Integrations are focused on the website layer, using DocuSign eSignature embedding and API-driven envelope provisioning to orchestrate signature workflows and retain compliance records. Governance centers on centralized template management and signature policy controls managed by the firm’s legal and compliance stakeholders to standardize signing procedures and maintain evidentiary records.
|
CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Marketing Analytics | CRM |
|
2017 | 2017 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2014 | 2014 |
|
IT Decision Makers and Key Stakeholders at Buchalter
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Buchalter Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||