New York, 10019, NY,
United States
Friedman LLP Technographics
Friedman LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Friedman LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Friedman LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Friedman LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2019, DocuSign eSignature for Digital Signing 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 Friedman LLP is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , CodeTwo 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 Friedman LLP 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 Friedman LLP 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.
Friedman LLP Tech Stack and Enterprise Applications
Friedman LLP ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Friedman LLP implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize core accounting and finance operations. The rollout consolidated the firmwide general ledger, accounts payable, accounts receivable and financial reporting into a single system of record, aligning transactional workflows and standard chart of accounts across the organization.
Intuit Quickbooks Enterprise configuration emphasized role based security, standardized transactional approvals and financial close workflows consistent with ERP Financial best practices. Integrations were established to enable proprietary accounting application support for Prosystem Tax, PFX Engagement, CCH Access Document, PPC E-tools and QuickBooks, enabling data exchange for tax preparation, engagement management and document access across the finance and tax functions. Operational scope focused on the firm’s finance, tax and audit support functions, with governance centered on centralized accounting controls and role based access to transactional and reporting capabilities.
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Friedman LLP Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Friedman LLP implemented Microsoft 365 as its Collaboration platform. Friedman LLP implemented Microsoft 365 to provide Collaboration capabilities for internal communications and document workflows for its approximately 400 employees in the United States, and firm web assets indicate active Microsoft 365 usage on the corporate website.
The Microsoft 365 deployment was configured around core collaboration workloads, including Exchange Online for hosted email, SharePoint Online for intranet and document management, Microsoft Teams for meetings and synchronous collaboration, and OneDrive for user file synchronization. Identity and access control were consolidated through Azure Active Directory to support single sign-on and role based access, and Microsoft 365 compliance and data protection features were applied to align controls with financial services operational requirements.
Operational governance was organized as a centralized Microsoft 365 tenant with role based provisioning, mailbox and site lifecycle policies, and external sharing controls. IT and compliance stakeholders were positioned to manage policy enforcement, data loss prevention, and access governance across the Collaboration environment, while public facing references on the firm website reflect the Microsoft 365 footprint.
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Collaboration | Collaboration |
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2021 | 2021 |
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Friedman LLP Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Friedman LLP implemented DocuSign eSignature as a Digital Signing capability on its public website. The deployment embeds DocuSign eSignature to enable client-facing signature capture and online execution of engagement documents, using configurable templates, envelope creation, recipient routing, embedded signing sessions, and audit trail capture as core functional components.
The implementation is centered on web-integrated signing workflows where the website initiates signing requests and presents embedded DocuSign eSignature sessions to external signers, while server-side configuration manages reusable templates and access controls. Operational ownership remains focused on client-facing document execution and compliance documentation, with centralized administration for template governance and role-based signing permissions to standardize processes across the firm. Friedman LLP DocuSign eSignature Digital Signing implementation emphasizes secure, auditable online signatures for client onboarding and agreement execution directly via the firm website.
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Friedman LLP CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Friedman LLP 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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2020 | 2020 |
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Friedman LLP CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Friedman LLP
Apps Being Evaluated by Friedman LLP Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||