Devizes, SN10 1DU,
United Kingdom
Charlton Baker Technographics
Charlton Baker Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Charlton Baker and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 90 Charlton Baker employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Charlton Baker has purchased the following applications: BrightTax for Tax Management in 2023, LiveChat for Chatbots and Conversational AI in 2022, Microsoft 365 for Collaboration in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Charlton Baker is running and its propensity to invest more and deepen its relationship with Bright SG , LiveChat, Inc. , Microsoft 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 Charlton Baker revenues, which have grown to $17.0 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 Charlton Baker 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.
Charlton Baker Tech Stack and Enterprise Applications
Charlton Baker ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Bright SG | Legacy | BrightTax | Tax Management | ERP | n/a | 2023 | 2023 |
In 2023, Charlton Baker implemented BrightTax as part of Bright SG's practice and accounting stack. BrightTax is used to support Tax Management workflows across the firm's tax and accounts production functions.
BrightTax was configured within the broader practice and accounting stack to orchestrate tax return preparation, accounts production scheduling, and client onboarding workflows. Configuration emphasized task automation and reusable workflow templates, enabling automated task assignment, milestone tracking, and streamlined client document intake across the firm.
The deployment is hosted in the cloud and operates across Charlton Baker's tax and accounts teams, embedded in Bright SG's integrated practice management environment. Governance changes included centralizing production templates and assigning workflow ownership to reduce handoffs, and vendor-facing customer references report faster task automation and improved client workflows following the BrightTax deployment.
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Charlton Baker AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| LiveChat, Inc. | Legacy | LiveChat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
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Charlton Baker Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
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Charlton Baker Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2017 | 2017 |
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Web Content Management | Content Management |
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2012 | 2012 |
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Web Content Management | Content Management |
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2016 | 2016 |
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Charlton Baker CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Tag Management | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2025 | 2025 |
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Charlton Baker PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2013 | 2013 |
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Transactional Email | PaaS |
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2023 | 2023 |
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Charlton Baker 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Domain Name System (DNS) | IaaS |
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2022 | 2022 |
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Charlton Baker CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Security (AppSec) | CyberSecurity |
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2024 | 2024 |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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IT Decision Makers and Key Stakeholders at Charlton Baker
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Charlton Baker Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||