AI Buyer Insights:

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Drake Software Tech Stack and Enterprise Applications

ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Refundo Legacy Refundo Tax Management ERP Financial Management n/a 2018 2018
In 2018, Drake Software integrated Refundo into its product ecosystem, deploying Refundo within its Tax Management offering. Drake Software lists Refundo as a supported bank-product partner enabling Drake customers to offer Refund Transfers and Refund/Now Advances to taxpayers in the United States, improving payment collection and cash flow for preparers. The implementation centers on bank products, refund advances, and refund transfers modules described in Drake's bank partners documentation and Refundo product pages. Refundo was configured to surface bank-product options inside Drake Software tax preparation workflows, enabling preparers to present refund financing at point of engagement and to capture taxpayer authorization and bank routing instructions required for refund transfers and advances. Operational coverage is focused on United States taxpayers and professional preparers using Drake Software, with Refundo integrated into customer facing payment collection workflows and bank partner funding rails. The integration architecture aligns with common bank product patterns, using API based authorization and payment routing to support settlement to consumer accounts and preparer fee handling within tax office processes. Governance and rollout were managed through Drake's bank partner onboarding and partner listings, requiring preparer enrollment to offer Refund Transfers and Refund Now Advances. The deployment introduced workflow changes for preparers, including consent capture, disclosure steps, and centralized payment collection via Refundo while leaving Drake Software tax calculation and compliance capabilities as the core filing function.
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Workday Legacy Workday Recruiting Recruiting, Applicant Tracking System HCM n/a 2024 2024
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Drift Legacy Drift AI Chatbot Chatbots and Conversational AI AI-Powered Application n/a 2022 2022
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Audio Video and Web Conferencing Collaboration 2024 2024
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Digital Signing Content Management 2023 2023
Web Content Management Content Management 2016 2016
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Account Based Marketing CRM 2022 2022
Customer Support CRM 2024 2024
Marketing Analytics CRM 2012 2012
Marketing Analytics CRM 2023 2023
Marketing Automation CRM 2024 2024
Marketing Automation CRM 2024 2024
Marketing Automation CRM 2015 2015
Marketing Automation CRM 2015 2015
Sales Automation, CRM, Sales Engagement CRM 2024 2024
Tag Management CRM 2018 2018
Tag Management CRM 2016 2016
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2023 2023
IT Service Management ITSM 2022 2022
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2020 2020
Governance, Risk and Compliance TRM 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2021 2021
Content Delivery Network IaaS 2012 2012
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 Drake Software

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Drake Software Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Drake Software IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Drake Software digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Drake Software Technographics
Drake Software is a Professional Services organization based in United States, with around 600 employees and annual revenues of $100.0 million.
Drake Software operates a diverse technology stack with applications such as Refundo, Workday Recruiting and Drift AI Chatbot, covering areas like Tax Management, Recruiting, Applicant Tracking System and Chatbots and Conversational AI.
Drake Software has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Refundo, Workday and Drift.
Drake Software recently adopted applications including Workday Recruiting in 2024, Cisco Webex Meetings in 2024 and HappyFox Help Desk in 2024, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Drake Software’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Drake Software’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 Drake Software technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.