CBIZ
6801 Brecksville Road Door N. Independence,
Cleveland, 44131, OH,
United States
Cleveland, 44131, OH,
United States
1 216-447-9000
Professional Services
CBIZ Technographics
CBIZ Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by CBIZ and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 6500 CBIZ employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
CBIZ has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2005, CareerBuilder Jobs.net ATS for Applicant Tracking System in 2013, Zoom for Audio Video and Web Conferencing in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems CBIZ is running and its propensity to invest more and deepen its relationship with Intuit , Acumatica , 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 CBIZ revenues, which have grown to $1.41 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 CBIZ 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.
CBIZ Tech Stack and Enterprise Applications
CBIZ ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2005 | 2005 |
In 2005, CBIZ implemented Intuit QuickBooks Enterprise. The deployment positioned Intuit QuickBooks Enterprise as the firm level ERP Financial system to centralize core accounting and billing support across its professional services operations. Implementation work concentrated on configuring standard ERP Financial modules including general ledger, accounts payable, accounts receivable, billing workflows and consolidated financial reporting, with chart of accounts design aligned to corporate finance requirements.
Deployment used a centralized server architecture with multi user access controls and role based permissions to support accounting and finance teams across business units. The implementation established interfaces with payroll, timekeeping and billing data sources to feed transaction and revenue recognition workflows, and it formalized month end close and accounts reconciliation processes under corporate finance governance.
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ERP Financial | ERP |
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2017 | 2018 |
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ERP Financial | ERP |
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2018 | 2020 |
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CBIZ HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CareerBuilder | Legacy | CareerBuilder Jobs.net ATS | Applicant Tracking System | HCM | n/a | 2013 | 2013 |
In 2013, CBIZ implemented CareerBuilder Jobs.net ATS as its Applicant Tracking System to centralize recruiting and talent acquisition workflows. The CareerBuilder Jobs.net ATS was embedded on the CBIZ career site, providing job posting, online application capture, candidate tracking, resume parsing, requisition management, and reporting capabilities to support corporate hiring processes.
Deployment integrated the CareerBuilder Jobs.net ATS with the public careers portal at https://cbiz.jobs.net/search to create an end to end candidate application flow from job listing to candidate review. Operational scope covered CBIZ talent acquisition and HR teams in the United States, with governance focused on standardized requisition intake, candidate status workflows, and centralized applicant data for hiring managers, leveraging typical Applicant Tracking System controls for access and workflow configuration.
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Benefits Administration | HCM |
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2014 | 2017 |
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Benefits Administration, Pension Administration | HCM |
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2013 | 2014 |
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Core HR | HCM |
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2015 | 2015 |
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Employee Experience | HCM |
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2010 | 2010 |
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Time and Attendance | HCM |
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2014 | 2014 |
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CBIZ Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, CBIZ implemented Zoom for Audio Video and Web Conferencing. The deployment uses Zoom as a cloud-hosted conferencing and collaboration platform providing meeting orchestration, screen sharing, session recording, and webinar capabilities consistent with standard Audio Video and Web Conferencing functionality.
Zoom is integrated into CBIZ public web properties, enabling web-based join flows and customer-facing meeting access directly from the company website. Operationally the application supports virtual client meetings, internal team collaboration, and remote advisory sessions across CBIZ professional services, and the rollout was managed through centralized SaaS account provisioning and governance to control user access and meeting administration.
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Collaboration | Collaboration |
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2018 | 2018 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2020 | 2020 |
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CBIZ Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application, Web and Enterprise Search | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2021 | 2021 |
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Document Management | Content Management |
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2021 | 2021 |
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Document Management | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2014 | 2014 |
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Web Content Management | Content Management |
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2014 | 2014 |
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CBIZ CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2016 | 2016 |
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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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Marketing Automation | CRM |
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2020 | 2020 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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CBIZ Investment Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Investment Research and Market Intelligence | Investment Management |
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2004 | 2004 |
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CBIZ PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2020 | 2020 |
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CBIZ 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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CBIZ 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 CBIZ
| First Name | Last Name | Title | Function | Department | Phone | |
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Senior Vice President and Chief Human Resources Officer | CXO | HR | |
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Human Resources Director | Director | HR | |
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Director of Human Resources | Director | HR | |
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Human Resources Manager | Manager | HR | |
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Corporate Controller | Director | Finance | |
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Senior Vice President, Chief Information Officer | CXO | IT | |
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Senior Vice President, Chief Financial Officer | CXO | Finance | |
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Controller | Director | Finance | |
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Senior Accountant | Manager | Finance | |
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CFO | CXO | Finance | |
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Director of Client Services | Director | Customer Service | |
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VP Client Services/New Business Implementation | VP | Customer Service | |
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Director Of Client Services | Director | Customer Service | |
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Assistant Corporate Controller | Director | Finance | |
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Director of Financial Services Finance Group | Director | Finance | |
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Director of Finance | Director | Finance | |
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Vice President of Finance - Financial Services Division | VP | Finance | |
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Director of Finance & Special Projects | Director | Finance | |
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Director Of Information Technology | Director | IT | |
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Managing Director of Business Technology Services | Director | IT | |
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Director of Applications | Director | IT | |
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Senior Manager of Finance | Manager | Finance | |
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Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator | Manager | Marketing | |
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Apps Being Evaluated by CBIZ Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from CBIZ IT executives and key decision makers. This section highlights CBIZ's latest recorded technology evaluations, including BlueSnap for Payment Processing on 2026-03-18, Conduent Health Solution Plus for Core Admin Processing System on 2026-03-15, and CCH ProSystem fx Engagement for Tax Management on 2025-09-08. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the CBIZ digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-03-18 | CBIZ | Evaluated | BlueSnap | BlueSnap | Payment Processing | ERP |
| 2026-03-15 | CBIZ | Evaluated | Conduent | Conduent Health Solution Plus | Core Admin Processing System | ERP Services and Operations |
| 2025-09-08 | CBIZ | Evaluated | Acumatica | Acumatica Cloud ERP | ERP Financial | ERP |
| 2025-09-08 | CBIZ | Evaluated |
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Tax Management | ERP |
| 2025-07-22 | CBIZ | Evaluated |
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AP Automation | ERP |
| 2025-06-02 | CBIZ | Evaluated |
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ERP Financial | ERP |
| 2025-03-04 | CBIZ | Evaluated |
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Government ERP | ERP Services and Operations |
| 2025-02-06 | CBIZ | Evaluated |
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Agency Management | ERP Services and Operations |
| 2025-01-28 | CBIZ | Evaluated |
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Workforce Management | HCM |
| 2024-09-10 | CBIZ | Evaluated |
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Core HR | HCM |
FAQ - APPS RUN THE WORLD CBIZ Technographics
CBIZ is a Professional Services organization based in United States,
with around 6500 employees and annual revenues of $1.41 billion.
CBIZ operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, CareerBuilder Jobs.net ATS and Zoom,
covering areas like ERP Financial, Applicant Tracking System and Audio Video and Web Conferencing.
CBIZ has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, CareerBuilder and Zoom Video Communications.
CBIZ recently adopted applications including
DocuSign eSignature in 2021, Suralink Secure File Sharing in 2021 and Suralink Workpaper Suite in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of CBIZ’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates CBIZ’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 CBIZ technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.