Irvine, 92614, CA,
United States
Clear Start Tax Relief Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Clear Start Tax Relief and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Clear Start Tax Relief employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Clear Start Tax Relief has purchased the following applications: IRSLogics for Tax Management in 2019, Google Workspace (Formerly Google G-Suite) for Collaboration in 2020, WordPress for Web Content Management 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 Clear Start Tax Relief is running and its propensity to invest more and deepen its relationship with IRSLogics , Google , Salesforce 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 Clear Start Tax Relief revenues, which have grown to $15.0 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 Clear Start Tax Relief 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IRSLogics | Legacy | IRSLogics | Tax Management | ERP Financial Management | n/a | 2019 | 2019 |
In 2019 Clear Start Tax Relief implemented IRSLogics, a Tax Management application, to operationalize tax resolution activities for clients across the United States. The deployment centered on a CRM-led case workflow that IRSLogics cites as supporting integrated forms and structured case management for tax resolution work.
Module usage is inferred to include IRSLogics tax-resolution interview tools, centralized case management, and billing and payment features, aligned to standard Tax Management functional workflows such as intake interview scripting, document capture, and invoicing. The IRSLogics application name is used to unify client interview data with case records and form generation in support of resolution scenarios.
Operational coverage emphasized tax resolution teams and associated billing functions, with configuration focused on integrated forms and case workflows to maintain consistent case handling across U.S. engagements. The implementation consolidated interview data capture and case status tracking to standardize how advisors progress matters through negotiation and settlement phases.
Governance changes included formalizing case workflows and form usage to reduce variability in client handling, and aligning billing processes to case milestones. Reported outcomes for the implementation include faster settlements and maintained compliance as a result of the integrated forms and workflow approach.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2020 | 2020 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WordPress | Web Content Management | Content Management | n/a | 2020 | 2020 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2021 | 2021 |
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CRM | CRM |
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2022 | 2022 |
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Customer Analytics | CRM |
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2024 | 2024 |
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Marketing Analytics | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2023 | 2023 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2022 | 2022 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2024 | 2024 |
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Transactional Email | PaaS |
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2024 | 2024 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2024 | 2024 |
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