Overland Park, 66212, KS,
United States
Cornerstone CPA Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Cornerstone CPA and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 11 Cornerstone CPA employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Cornerstone CPA has purchased the following applications: 8am CPACharge (formerly AffiniPay) for AP Automation in 2022, SmartVault File Sharing & Access Controls for Collaboration in 2023, Wix.com for Web Content Management in 2022 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Cornerstone CPA is running and its propensity to invest more and deepen its relationship with 8am , PayPal , SmartVault 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 Cornerstone CPA revenues, which have grown to $2.0 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 Cornerstone CPA 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 |
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| 8am | Legacy | 8am CPACharge (formerly AffiniPay) | AP Automation | ERP Financial Management | n/a | 2022 | 2022 |
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Payment Processing | ERP Financial Management |
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2023 | 2023 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| SmartVault | Legacy | SmartVault File Sharing & Access Controls | Collaboration | Collaboration | n/a | 2023 | 2023 |
In 2023, Cornerstone CPA implemented SmartVault File Sharing & Access Controls under the Collaboration category to provision a secure client portal supporting accounting and tax workflows. SmartVault File Sharing & Access Controls was deployed as a centralized document management and client collaboration layer for the 11 person professional services firm, with explicit configuration for secure file sharing and role based access controls.
Configuration focused on client portal workflows, secure document storage, folder templates for tax engagements, and access control policies that align with client permissioning and audit requirements. The deployment used built in document management capabilities, activity auditing, and user provisioning to streamline routine accounting and tax file exchanges and to reduce manual file handling in client interactions.
Integrations included DocuSign for e signature workflows, enabling end to end document exchange and signature capture within the SmartVault client portal. Operational coverage centered on accounting and tax business functions and client facing teams, with the implementation recorded as live in 2023 per the SmartVault case study published April 6, 2023.
Governance changes emphasized standardized access policies, audit logging, and updated client onboarding steps to govern document sharing and collaboration. The SmartVault case study highlights improved operational efficiency and higher client adoption rates following the rollout.
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Collaboration | Collaboration |
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2021 | 2021 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wix.com | Legacy | Wix.com | Web Content Management | Content Management | n/a | 2022 | 2022 |
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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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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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2022 | 2022 |
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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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2022 | 2022 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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Domain Name System (DNS) | IaaS |
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2022 | 2022 |
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Domain Name System (DNS) | IaaS |
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2024 | 2024 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2021 | 2021 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2022 | 2022 |
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