Cary, 27519, NC,
United States
Guardian Tax Solutions Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Guardian Tax Solutions and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Guardian Tax Solutions employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Guardian Tax Solutions has purchased the following applications: GoDaddy Webmail for Collaboration in 2015, WordPress for Web Content Management in 2015, FreeAgent CRM for CRM in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Guardian Tax Solutions is running and its propensity to invest more and deepen its relationship with GoDaddy , Google , Automattic 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 Guardian Tax Solutions revenues, which have grown to $1.0 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 Guardian Tax Solutions 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.
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| GoDaddy | Legacy | GoDaddy Webmail | Collaboration | Collaboration | n/a | 2015 | 2015 |
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Collaboration | Collaboration |
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2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WordPress | Web Content Management | Content Management | n/a | 2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FreeAgent Network | Legacy | FreeAgent CRM | CRM | CRM | n/a | 2023 | 2023 |
In 2023, Guardian Tax Solutions implemented FreeAgent CRM, adopting the CRM to centralize client relationship data and formalize onboarding processes for its United States practice. The deployment positioned FreeAgent CRM as the primary system for intake, client record management, and compliance tracking within the small professional services firm.
Configuration emphasized core CRM capabilities alongside onboarding and compliance workflow automation, inferred from the partner case example, including contact and engagement tracking, document collection checkpoints, and KYC gating logic consistent with CRM-based onboarding workflows. FreeAgent CRM was configured to surface verification status and next-step tasks to client services personnel, enabling a structured client lifecycle from prospect to active client.
The implementation integrated IdentityCheck with FreeAgent CRM to automate client onboarding and KYC verification in the United States, the integration moves identity verification outcomes into FreeAgent CRM and updates onboarding stages to reflect verification status. Integration work focused on embedding verification triggers into intake forms and maintaining verification metadata on client records to support compliance review.
Governance changes included embedding KYC checkpoints into CRM workflows and using the CRM audit trail for verification records and process accountability, which aligned client services and compliance responsibilities around system-driven gates. An integration partner reported approximately a 90% reduction in onboarding time, reflecting the operational impact on client onboarding and KYC processing.
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Marketing Analytics | CRM |
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2020 | 2020 |
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Tag Management | CRM |
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2024 | 2024 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Apps Development | PaaS |
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2017 | 2017 |
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Apps Development | PaaS |
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2023 | 2023 |
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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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Domain Name System (DNS) | IaaS |
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2015 | 2015 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2013 | 2013 |
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| Date | Company | Status | Vendor | Product | Category | Market |
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