Corptax
2100 E Lake Cook Road, Suite 800,
Buffalo Grove, 60089, IL,
United States
Buffalo Grove, 60089, IL,
United States
1 847-236-8000
Professional Services
Corptax Technographics
Corptax Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Corptax and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 450 Corptax employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Corptax has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2014, Cisco Webex Meetings for Audio Video and Web Conferencing in 2021, Oracle NetSuite CRM for CRM 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 Corptax is running and its propensity to invest more and deepen its relationship with Oracle , Cisco Systems , Microsoft 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 Corptax revenues, which have grown to $70.0 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 Corptax 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.
Corptax Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2014 | 2014 |
In 2014 Corptax implemented Oracle NetSuite ERP as its ERP Financial application. The deployment centralized the companys core financial systems for the 450-employee professional services firm, establishing a single financial record for corporate reporting and accounting operations.
The Oracle NetSuite ERP rollout focused on core financial modules, including general ledger, accounts payable, accounts receivable, fixed assets, revenue management, financial reporting, and period close automation. Configuration work included chart of accounts standardization, multi-book accounting capability aligned to professional services billing, and role based controls to support segregation of duties.
Notes indicate a transition involving Microsoft Great Plans and CRM into the NetSuite environment, and the implementation addressed integration touchpoints between the ERP and front office CRM workflows to support billing and revenue recognition processes. Operational coverage concentrated on finance and accounting functions, with system level orchestration of order to cash, procure to pay, and month end close workflows.
Governance established during the rollout included defined approval workflows, access provisioning tied to finance roles, and documented change control for accounting configuration and reporting templates. The narrative emphasizes Oracle NetSuite ERP as the central ERP Financial platform for Corptax, shaping financial process automation and consolidated reporting for the company.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Corptax implemented Cisco Webex Meetings as its primary Audio Video and Web Conferencing application. The Cisco Webex Meetings deployment is surfaced on the corporate website to enable direct client-facing sessions, webinar registration flows, and ad hoc internal collaboration for the professional services organization.
Deployment leveraged Cisco Webex Meetings standard cloud conferencing capabilities, including scheduled meetings, screen sharing, recording, participant management, and webinar hosting to support virtual engagements. Integrations are focused on website-level embedding and join workflows, with governance centered on meeting scheduling policies, access controls, and recording retention managed centrally by IT, supporting client services, sales engineering, and internal operations with standardized audio video and web conferencing workflows.
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Collaboration | Collaboration |
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2015 | 2015 |
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Event Management | Collaboration |
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2018 | 2018 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2014 | 2014 |
In 2014, Corptax implemented Oracle NetSuite CRM as its CRM platform to centralize customer, sales, and marketing data and to enable Marketing Automation and Analytic Analysis. The deployment focused on providing a single system of record for sales and marketing workflows, aligning CRM capabilities with the companys professional services commercial model and supporting Sales, Marketing, and Revenue Operations teams.
Oracle NetSuite CRM was configured to support core CRM functions including contact and account management, opportunity and pipeline management, campaign orchestration, and automated lead routing. The implementation included automation rules and workflow configuration to operationalize lead scoring and campaign qualification, integrating marketing automation processes into the CRM record structure to maintain lead state and campaign attribution.
The deployment integrated Oracle NetSuite CRM with Marketo for marketing automation, with Vertify for lead enrichment and data quality, with Domo for consolidated business intelligence and reporting, and with Google Analytics for website and campaign performance tracking. Data synchronization and ETL-style feeds were established between Oracle NetSuite CRM and Domo to enable analytic analysis and centralized dashboards, while event and campaign data flowed from Marketo and Google Analytics into the CRM for attribution and funnel analysis.
Governance work emphasized lead data quality, routing rules, and campaign governance to ensure consistent handoffs between Marketing and Sales and to support analytic analysis use cases. Change efforts targeted process documentation and operational cadence for campaign execution and reporting, enabling crossfunctional teams to consume standardized CRM and BI outputs for ongoing marketing and revenue operations.
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Customer Experience | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2015 | 2015 |
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Marketing Automation | CRM |
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2012 | 2012 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2019 | 2019 |
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SPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Incentive Compensation Management | SPM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2021 | 2021 |
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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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Corptax
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Corptax Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Corptax IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Corptax digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Corptax Technographics
Corptax is a Professional Services organization based in United States,
with around 450 employees and annual revenues of $70.0 million.
Corptax operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Cisco Webex Meetings and Oracle NetSuite CRM,
covering areas like ERP Financial, Audio Video and Web Conferencing and CRM.
Corptax has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle and Cisco Systems.
Corptax recently adopted applications including
Cisco Webex Meetings in 2021, Twilio Sendgrid in 2021 and Rackspace Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Corptax’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Corptax’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 Corptax technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.