Engineered Tax Services
303 Evernia StreetSuite 300 FL,
West Palm Beach, 33401, FL,
United States
West Palm Beach, 33401, FL,
United States
1 800-236-6519
Professional Services
Engineered Tax Services Technographics
Engineered Tax Services Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Engineered Tax Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 90 Engineered Tax Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Engineered Tax Services has purchased the following applications: Hubspot Live Chat for Chatbots and Conversational AI in 2022, Microsoft 365 for Collaboration in 2017, HubSpot Ads for Digital Advertising Platform 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 Engineered Tax Services is running and its propensity to invest more and deepen its relationship with HubSpot , Microsoft , Zoho Corp. 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 Engineered Tax Services 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 Engineered Tax Services 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.
Engineered Tax Services Tech Stack and Enterprise Applications
Engineered Tax Services AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2022 | 2022 |
In 2022 Engineered Tax Services deployed Hubspot Live Chat as a web-embedded customer engagement channel, using the Hubspot Live Chat widget to provide real-time conversational touchpoints. This implementation is classified under Chatbots and Conversational AI and centers on live messaging, scripted conversational workflows, form-based lead capture, automated replies, and storage of chat transcripts within the HubSpot platform for follow up and analysis.
The deployment was executed as a cloud-hosted widget on the company website, configured to route conversations to human agents and to surface qualification fields during initial contact. Operational ownership and configuration are consistent with small professional services setups, with Marketing and Client Services managing conversational flows, scheduling availability, and canned response libraries. Hubspot Live Chat is used to support client intake and lead capture workflows, and conversation data is retained in the HubSpot environment to support downstream contact management and follow-up processes.
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Engineered Tax Services Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017 Engineered Tax Services implemented Microsoft 365 as its Collaboration platform for the firm. Their public website references show Microsoft 365 in use, indicating a cloud tenant provisioning model that connects the collaboration environment to the external web presence. The deployment establishes a cloud hosted collaboration layer to support core internal communications and document access.
Microsoft 365 usage at Engineered Tax Services aligns with Collaboration category capabilities, including Exchange Online for email, SharePoint Online for document management, OneDrive for personal file sync, and Microsoft Teams for real time collaboration and meetings. The implementation supports business functions across professional services teams within the United States and is sized to support an organization of roughly 90 employees. Governance and operational control are centered on tenant administration, user provisioning and role based access control consistent with Microsoft 365 management practices.
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Collaboration | Collaboration |
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2021 | 2021 |
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Engineered Tax Services CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | HubSpot Ads | Digital Advertising Platform | CRM | n/a | 2022 | 2022 |
In 2022, Engineered Tax Services implemented HubSpot Ads on their website. HubSpot Ads is a Digital Advertising Platform used by the US based professional services firm with roughly 90 employees to centralize online advertising activities.
The deployment focused on HubSpot Ads campaign management and tracking capabilities, using HubSpot Ads to configure paid campaigns, audience targeting, creative asset management, and web conversion tracking. Implementation included embedding the HubSpot tracking script across engineeredtaxservices.com to capture page events and form submissions and enable visitor attribution. Configuration emphasized campaign tagging and event mapping consistent with Digital Advertising Platform workflows.
Integrations were website centric, with HubSpot Ads capturing site interactions and associating ad activity with contact records in HubSpot where contact data exists. Operational coverage was concentrated in marketing and demand generation functions to improve lead capture and campaign orchestration.
Governance was organized around centralized campaign ownership in the marketing team, with campaign setup, audience segmentation, and reporting consolidated inside HubSpot Ads. The implementation narrative is limited to site based ad management and tracking and does not describe integrations with external ad networks or third party systems.
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Engineered Tax Services 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Engineered Tax Services
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Engineered Tax Services Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Engineered Tax Services IT executives and key decision makers. This section highlights Engineered Tax Services's latest recorded technology evaluations, including Esri Arcgis for Geographic Information System on 2026-02-20 and Legacy for Legacy System on 2026-02-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Engineered Tax Services digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-02-20 | Engineered Tax Services | Evaluated | Esri | Esri Arcgis | Geographic Information System | PLM and Engineering |
| 2026-02-19 | Engineered Tax Services | Evaluated | Legacy Vendor | Legacy | Legacy System | Legacy |
FAQ - APPS RUN THE WORLD Engineered Tax Services Technographics
Engineered Tax Services is a Professional Services organization based in United States,
with around 90 employees and annual revenues of $10.0 million.
Engineered Tax Services operates a diverse technology stack with applications such as
Hubspot Live Chat, Microsoft 365 and HubSpot Ads,
covering areas like Chatbots and Conversational AI, Collaboration and Digital Advertising Platform.
Engineered Tax Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as HubSpot and Microsoft.
Engineered Tax Services recently adopted applications including
Hubspot Live Chat in 2022, HubSpot Ads in 2022 and AdRoll in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Engineered Tax Services’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Engineered Tax Services’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 Engineered Tax Services technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.