Citrin Cooperman
50 Rockefeller Plaza,
New York, 10020, NY,
United States
New York, 10020, NY,
United States
1 212-697-1000
Professional Services
Citrin Cooperman Technographics
Citrin Cooperman Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Citrin Cooperman and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5000 Citrin Cooperman employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Citrin Cooperman has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, ADP Recruiting for Recruiting, Applicant Tracking System in 2014, Microsoft 365 for Collaboration 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 Citrin Cooperman is running and its propensity to invest more and deepen its relationship with Intuit , ADP , 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 Citrin Cooperman revenues, which have grown to $1.25 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 Citrin Cooperman 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.
Citrin Cooperman Tech Stack and Enterprise Applications
Citrin Cooperman ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Citrin Cooperman implemented Intuit Quickbooks Enterprise as its ERP Financial platform for core accounting operations. Citrin Cooperman is a United States professional services firm with approximately 5,000 employees and $1.25 billion in revenue, and Intuit Quickbooks Enterprise was positioned to support firmwide financial workflows.
The deployment focused on ERP Financial functions typical for professional services, including general ledger, accounts receivable, accounts payable, job costing and billing, and financial reporting. Intuit Quickbooks Enterprise was configured to enforce role based access and a standardized chart of accounts, supporting accounting and engagement billing processes used by practice groups.
Operational delivery and application support ran alongside Citrix and Group Policy managed desktops, reflecting an environment where QuickBooks coexistence with desktop virtualization and centralized policy management was required. The application environment also operated in a technology stack that included Caseware, ProFX Tax, ProFX Engagement and Thomson GoFileRoom as adjacent systems supporting tax, audit and engagement file workflows, creating support dependencies between Intuit Quickbooks Enterprise and those functional tools.
Governance emphasized IT and finance alignment to standardize workflows for billing, client engagements and tax preparation, with IT support processes shaped by Citrix delivery and Group Policy controls. The implementation narrative documents Intuit Quickbooks Enterprise as the ERP Financial system supporting accounting, tax, and engagement finance functions across Citrin Cooperman’s US practice.
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Citrin Cooperman HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ADP | Legacy | ADP Recruiting | Recruiting, Applicant Tracking System | HCM | n/a | 2014 | 2014 |
In 2014, Citrin Cooperman implemented ADP Recruiting as its applicant tracking system. The ADP Recruiting deployment serves as the firm’s Recruiting,Applicant Tracking System and is embedded on Citrin Cooperman’s careers website to capture candidate applications, manage requisitions, and present job postings to external applicants.
The implementation emphasizes core ATS capabilities typical of the Recruiting,Applicant Tracking System category, including job posting orchestration, candidate intake and tracking, configurable recruiter workflows, and recruiter and hiring manager access controls. Operationally the ADP Recruiting instance centralizes talent acquisition and HR recruiting functions for Citrin Cooperman in the United States, consolidating applicant routing, interview scheduling workflows, and offer processing through the ADP-hosted recruitment portal integrated with the public careers site.
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Citrin Cooperman Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Citrin Cooperman implemented Microsoft 365 to centralize Collaboration across the firm. Public site signals indicate Microsoft 365 is in use on the company website, directly associating the application name Microsoft 365 with the Collaboration category in their technology footprint.
The Microsoft 365 implementation focused on core collaboration and content services. Typical configuration elements for this Collaboration deployment included Exchange Online for messaging, SharePoint Online for document management, Microsoft Teams for persistent chat and meetings, and OneDrive for Business for user file synchronization, supporting firmwide collaboration workflows.
Architecture followed a cloud first model with a Microsoft 365 tenant providing identity and access provisioning, and Azure Active Directory referenced for single sign on and centralized identity management. Operational coverage extended to internal professional services teams and corporate IT across Citrin Cooperman offices in the United States, aligning collaboration, document lifecycle, and communication workflows.
Governance for the Microsoft 365 Collaboration deployment emphasized information architecture, permission models, retention and compliance policy controls, and centralized administration of collaboration workloads. The implementation established a unified collaboration layer for email, document management, and team collaboration across the organization.
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Citrin Cooperman CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2017 | 2017 |
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Citrin Cooperman IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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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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2018 | 2018 |
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Citrin Cooperman 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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2012 | 2012 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Citrin Cooperman
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
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CEO | CXO | Finance | |
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COO | CXO | Finance | |
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Associate Director, Information Technology | Director | IT | |
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Business Development Executive/Marketing Manager | Manager | Marketing | |
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Apps Being Evaluated by Citrin Cooperman Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Citrin Cooperman IT executives and key decision makers. This section highlights Citrin Cooperman's latest recorded technology evaluations, including Microsoft Dynamics GP for ERP Financial on 2025-08-20, Microsoft Dynamics 365 Business Central for ERP Financial on 2025-08-08, and SolarWinds Pingdom RUM for Application Performance Management on 2025-06-09. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Citrin Cooperman digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2025-08-20 | Citrin Cooperman | Evaluated | Microsoft | Microsoft Dynamics GP | ERP Financial | ERP |
| 2025-08-08 | Citrin Cooperman | Evaluated | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP |
| 2025-06-09 | Citrin Cooperman | Evaluated | Solarwinds | SolarWinds Pingdom RUM | Application Performance Management | ITSM |
FAQ - APPS RUN THE WORLD Citrin Cooperman Technographics
Citrin Cooperman is a Professional Services organization based in United States,
with around 5000 employees and annual revenues of $1.25 billion.
Citrin Cooperman operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, ADP Recruiting and Microsoft 365,
covering areas like ERP Financial, Recruiting, Applicant Tracking System and Collaboration.
Citrin Cooperman has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, ADP and Microsoft.
Citrin Cooperman recently adopted applications including
Imperva Sonar in 2021, Microsoft 365 in 2019 and Imperva CDN in 2018,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Citrin Cooperman’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Citrin Cooperman’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 Citrin Cooperman technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.