Fredericksburg, 22401, VA,
United States
Commonwealth Business Services Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Commonwealth Business Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 15 Commonwealth Business Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Commonwealth Business Services has purchased the following applications: Microsoft 365 for Collaboration in 2017, SmartVault Document Management for Document Management in 2019, Oracle Advertising (ex Oracle Data Cloud) for Customer Experience in 2014 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Commonwealth Business Services is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , Full Slate 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 Commonwealth Business Services revenues, which have grown to $3.0 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 Commonwealth Business Services 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
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Collaboration | Collaboration |
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2024 | 2024 |
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Online Meeting Scheduling | Collaboration |
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2018 | 2018 |
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Survey and Questionnaire | Collaboration |
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2024 | 2024 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SmartVault | Legacy | SmartVault Document Management | Document Management | Content Management | n/a | 2019 | 2019 |
In 2019 Commonwealth Business Services implemented SmartVault Document Management to automate document intake and to integrate document workflows with their tax processing. The SmartVault Document Management deployment focused on centralized document intake automation, structured file handling for tax season, and preparer access controls to support the firm’s tax operations in Virginia.
The implementation emphasized document intake automation and elimination of manual uploads, with configuration work to standardize folder structures and file indexing for returns. Functional capabilities implemented included automated capture and routing of client documents into the firm’s tax workflow, secure storage for tax files, and organized file handling practices to support seasonal volume spikes.
Integrations included a direct operational linkage with Intuit Lacerte to enable smoother handoff between document intake and tax preparation, embedding SmartVault Document Management into the firm’s core tax workflow. Operational scope covered tax preparation and filing activities across the firm, enabling preparers to access organized client files during peak tax season without adding infrastructure beyond the cloud document management layer.
Governance and process changes centered on removing manual upload steps and codifying document handling procedures for tax returns, which standardized intake and preparer responsibilities. Outcomes stated by the firm include scaling from approximately 400 returns in 2019 to over 670 returns by 2022 without adding headcount, faster filing cycles, better organization of client files, and improved work life balance for staff.
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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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2023 | 2023 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle Advertising (ex Oracle Data Cloud) | Customer Experience | CRM | n/a | 2014 | 2014 |
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Data Management Platform | CRM |
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2014 | 2014 |
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Data Management Platform | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2014 | 2014 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Listing Management | CRM |
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2014 | 2014 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2014 | 2014 |
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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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2018 | 2018 |
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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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2020 | 2020 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Domain Name System (DNS) | IaaS |
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2017 | 2017 |
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Domain Name System (DNS) | IaaS |
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2017 | 2017 |
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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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2019 | 2019 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2013 | 2013 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2014 | 2014 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
| Date | Company | Status | Vendor | Product | Category | Market |
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