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Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Community Tax, LLC Tech Stack and Enterprise Applications

Community Tax, LLC 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, Community Tax, LLC implemented Intuit Quickbooks Enterprise as its ERP Financial application. The rollout addressed finance and accounting for the 100-employee Banking and Financial Services firm, and public job listings from the period specified QuickBooks experience as a required skill for finance hires supporting the implementation. Implementation centered on Intuit Quickbooks Enterprise core financial modules, including general ledger, accounts payable, accounts receivable, invoicing and financial reporting, with configuration of the chart of accounts and month-end close workflows to support tax processing and revenue accounting. Operational coverage was concentrated in corporate finance and tax operations, with governance implemented around accounting controls, user access, and standardized reconciliation and close procedures to align operational workflows with the new ERP Financial system.
Community Tax, LLC 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 2015 2015
In 2015, Community Tax, LLC implemented LiveChat on its public website. LiveChat is deployed as an embeddable web chat widget and serves as a front line customer engagement channel, aligning with the Chatbots and Conversational AI category and supporting customer service and online lead capture for the company in the United States. The implementation emphasizes real time messaging, canned responses, agent routing, chat transcript capture, and session tagging to standardize customer service workflows. LiveChat was configured to present visitor context and chat history to agents, enforce role based agent access, and apply scripted escalation paths for complex tax and billing inquiries, while chat transcripts are used for knowledge base updates and agent quality review.
Chatbots and Conversational AI AI-Powered Application 2018 2018
Community Tax, LLC Collaboration
Vendor
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Category
Market
VAR/SI
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Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2018 2018
In 2018, Community Tax, LLC deployed Microsoft 365 as its central Collaboration platform. The Microsoft 365 instance is referenced on the company website and functions as the primary cloud collaboration environment for their tax, client services, and finance teams. The implementation leverages core Microsoft 365 capabilities typical for Collaboration deployments, including hosted email, SharePoint Online for document management and intranet content, Microsoft Teams for synchronous communication, OneDrive for personal file storage, and Office desktop and web applications for productivity. Configuration work focused on tenant-level information architecture, site-based content publishing that surfaces on the public website, and centralized identity and access controls to govern user access and sharing. Operational coverage is across Community Tax US operations, supporting both client-facing workflows and back-office tax processing, with governance oriented around access policy enforcement and document lifecycle management consistent with Collaboration requirements.
Community Tax, LLC CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Tracking and Recording CRM 2021 2021
Customer Experience CRM 2018 2018
Customer Support CRM 2018 2018
Marketing Analytics CRM 2017 2017
Marketing Automation CRM 2019 2019
Sales Automation, Sales Engagement CRM 2020 2020
Community Tax, LLC PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
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Insight
Transactional Email PaaS 2016 2016
Community Tax, LLC IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2018 2018
Application Hosting and Computing Services IaaS 2020 2020
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2021 2021
Community Tax, LLC CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at Community Tax, LLC

First Name Last Name Title Function Department Email Phone
Partner & Co-Founder CXO Finance
Partner & Co-Founder CXO Finance
Director of Operations Director Finance
Partner & Co-Founder CXO Finance

Apps Being Evaluated by Community Tax, LLC Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Community Tax, LLC IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Community Tax, LLC digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Community Tax, LLC Technographics
Community Tax, LLC is a Banking and Financial Services organization based in United States, with around 100 employees and annual revenues of $10.0 million.
Community Tax, LLC operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, LiveChat and Microsoft 365, covering areas like ERP Financial, Chatbots and Conversational AI and Collaboration.
Community Tax, LLC has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, LiveChat, Inc. and Microsoft.
Community Tax, LLC recently adopted applications including Invoca Call Tracking in 2021, Fastly in 2021 and SugarCRM Sales Automation in 2020, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Community Tax, LLC’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Community Tax, LLC’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 Community Tax, LLC technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.