AI Buyer Insights:

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cornerstone CPA Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
8am Legacy 8am CPACharge (formerly AffiniPay) AP Automation ERP Financial Management n/a 2022 2022
Payment Processing ERP Financial Management 2023 2023
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.
Collaboration Collaboration 2021 2021
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
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2022 2022
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2022 2022
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2022 2022
Application Hosting and Computing Services IaaS 2024 2024
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Domain Name System (DNS) IaaS 2021 2021
Domain Name System (DNS) IaaS 2022 2022
Domain Name System (DNS) IaaS 2024 2024
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Sockets Layer (SSL) CyberSecurity 2021 2021
Secure Sockets Layer (SSL) CyberSecurity 2022 2022
IT Decision Makers and Key Stakeholders at Cornerstone CPA
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Cornerstone CPA Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Cornerstone CPA Technographics

Cornerstone CPA is a Professional Services organization based in United States, with around 11 employees and annual revenues of $2.0 million.

Cornerstone CPA operates a diverse technology stack with applications such as 8am CPACharge (formerly AffiniPay), SmartVault File Sharing & Access Controls and Wix.com, covering areas like AP Automation, Collaboration and Web Content Management.

Cornerstone CPA has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as 8am, SmartVault and Wix.com.

Cornerstone CPA recently adopted applications including Wix Hosting in 2024, Cloudflare DNS in 2024 and PayPal Braintree in 2023, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Cornerstone CPA’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Cornerstone CPA’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 Cornerstone CPA technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.