Chicago, 60602, IL,
United States
Community Tax, LLC Technographics
Community Tax, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Community Tax, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Community Tax, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Community Tax, LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, LiveChat for Chatbots and Conversational AI in 2015, Microsoft 365 for Collaboration in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Community Tax, LLC is running and its propensity to invest more and deepen its relationship with Intuit , LiveChat, Inc. , LeadChat 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 Community Tax, LLC revenues, which have grown to $10.0 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 Community Tax, LLC 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.
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.
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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.
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Chatbots and Conversational AI | AI-Powered Application |
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2018 | 2018 |
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Community Tax, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
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.
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Community Tax, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Support | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Sales Automation, Sales Engagement | CRM |
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2020 | 2020 |
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Community Tax, LLC PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2016 | 2016 |
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Community Tax, LLC 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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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2021 | 2021 |
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Community Tax, LLC 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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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Community Tax, LLC
| First Name | Last Name | Title | Function | Department | Phone | |
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| 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
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||