H&R Block
One H&R Block Way,
Kansas City, 64105, MO,
United States
Kansas City, 64105, MO,
United States
1 816-854-3000
Professional Services
H&R Block Technographics
H&R Block Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by H&R Block and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 4200 H&R Block employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that H&R Block has purchased the following applications: Coupa Invoice for AP Automation in 2017, Avature ATS for Applicant Tracking System in 2015, Stride Health for Insurance Policy Administration in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems H&R Block is running and its propensity to invest more and deepen its relationship with Coupa Software , Oracle , Intuit 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 H&R Block revenues, which have grown to $3.61 billion 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 H&R Block 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.
H&R Block Tech Stack and Enterprise Applications
H&R Block ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Coupa Software | Legacy | Coupa Invoice | AP Automation | ERP | n/a | 2017 | 2017 |
In 2017, H&R Block implemented Coupa Invoice, deploying an AP Automation application to district operations and administrative staff. Coupa Invoice was adopted to centralize invoice intake, review, and payment preparation workflows used by District Administrative Assistants and District Operations Coordinators across district offices, including the Summerville, South Carolina site.
Coupa Invoice was configured to support invoice capture and verification, approval workflow routing to the District Operations Coordinator, and exception handling for items requiring escalation. District Administrative Assistants used Coupa Invoice to review and verify invoices and prepare payments for DOC approval, reflecting the application’s role in supplier invoice processing, invoice validation, and manual review where needed.
Operational coverage focused on AP activities at the district level, with the application embedded in day to day administrative processes and used alongside established payment procedures. The implementation aligned Coupa Invoice with existing incident tracking and support processes, as staff used software solutions to document contacts and resolve invoice or systems issues.
Governance aligned to district escalation paths, staff followed established procedures to escalate unresolved issues to the DOC, CSM, or DGM, and maintained documented workflow steps for invoice handling. Coupa Invoice served as the system of record for invoice approval routing and payment preparation within the described district administrative and operations functions.
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ERP Financial | ERP |
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2013 | 2013 |
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ERP Financial | ERP |
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2018 | 2018 |
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ERP Financial | ERP |
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2014 | 2014 |
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ERP Financial | ERP |
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2019 | 2020 |
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Expense Management | ERP |
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2013 | 2013 |
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Payment Processing | ERP |
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2020 | 2020 |
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Tax Management | ERP |
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2010 | 2010 |
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H&R Block HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avature | Legacy | Avature ATS | Applicant Tracking System | HCM | n/a | 2015 | 2015 |
In 2015, H&R Block deployed Avature ATS as its Applicant Tracking System. The implementation positioned Avature ATS as the primary careers site engine for candidate intake, evidenced by the public talent community at hrblock.avature.net, consolidating job postings and application capture through the Avature careers front end. This deployment restated the relationship H&R Block Avature ATS Applicant Tracking System, ensuring the full application name appears in the implementation record.
The implementation concentrated on talent acquisition and recruiting functions, using Avature ATS capabilities for careers site integration, talent community management, candidate profile capture, and recruiter workflow orchestration. Governance emphasized centralized candidate recordkeeping and standardized recruiter workflows to support recruiting and HR operations across the organization, with configuration focused on applicant tracking, candidate sourcing workflows, and ATS-driven candidate communications. The scope is limited to using Avature ATS as the public-facing applicant tracking and talent community platform for H&R Block.
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Applicant Tracking System | HCM |
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2018 | 2018 |
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BackGround Screening | HCM |
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2018 | 2018 |
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Candidate Relationship Management | HCM |
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2020 | 2020 |
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Core HR | HCM |
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2015 | 2015 |
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Core HR | HCM |
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2020 | 2020 |
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Learning and Development | HCM |
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2006 | 2006 |
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Workforce Management | HCM |
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2014 | 2014 |
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Workforce Management | HCM |
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2020 | 2020 |
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H&R Block ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stride Health | Legacy | Stride Health | Insurance Policy Administration | ERP Services and Operations | n/a | 2018 | 2018 |
In 2018, H&R Block integrated Stride Health to embed Stride Tax and benefits tools into tax filing workflows for U.S. self employed customers. The Stride Health deployment was scoped to Insurance Policy Administration to connect tax preparation with individual health coverage discovery and enrollment processes.
Implementation centered on Stride Tax and benefits capabilities, with explicit use of expense tracking together with plan recommendation and enrollment functionality. Stride Health was configured to surface deductible and expense data during tax filing, and to present affordable individual coverage options and enrollment pathways within the same user journey.
The integration tied benefits enrollment workflows into H&R Block tax filing operations, creating a finance and HR overlap that targeted self employed filers across the United States. Operational coverage included tax operations and benefits teams, aligning data capture for expense reporting with eligibility and plan selection workflows.
Governance focused on workflow alignment between tax preparers and benefits enrollment processes, requiring coordination of enrollment handoffs and data validation rules between tax intake and benefits assistance. The narrative reflects H&R Block Stride Health Insurance Policy Administration usage for tax driven benefits enrollment and expense tracking without asserting post implementation outcomes.
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Loan Management | ERP Services and Operations |
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2017 | 2017 |
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H&R Block AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Artificial Intelligence Marketing | AI-Powered Application |
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2024 | 2024 |
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Cognitive Computing | AI-Powered Application |
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2017 | 2017 |
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H&R Block Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Analytics and BI | Analytics and BI |
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2013 | 2018 |
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H&R Block Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2017 | 2017 |
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Audio Video and Web Conferencing | Collaboration |
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2020 | 2020 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Event Management | Collaboration |
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2021 | 2021 |
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H&R Block Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Content Management | Content Management |
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2021 | 2021 |
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Digital Asset Management | Content Management |
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2021 | 2021 |
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H&R Block eCommerce
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Personalization and Product Recommendations | eCommerce |
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2011 | 2011 |
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H&R Block CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Analytics | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2019 | 2019 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2020 | 2020 |
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Customer Experience | CRM |
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2021 | 2021 |
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Data Management Platform | CRM |
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2019 | 2019 |
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Digital Advertising Platform | CRM |
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2012 | 2012 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Partner Relationship Management | CRM |
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2018 | 2018 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Social Media Management | CRM |
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2012 | 2012 |
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Tag Management | CRM |
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2020 | 2020 |
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H&R Block EPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Financial Consolidation and Close | EPM |
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2025 | 2025 |
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H&R Block 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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Application Performance Management | ITSM |
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2020 | 2020 |
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Incident Management | ITSM |
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2022 | 2022 |
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IT Service Management | ITSM |
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2020 | 2020 |
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H&R Block Procurement
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Procure to Pay | Procurement |
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2017 | 2017 |
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Procurement | Procurement |
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2019 | 2019 |
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Supplier Relationship Management | Procurement |
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2016 | 2016 |
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H&R Block TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2021 | 2021 |
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Governance, Risk and Compliance | TRM |
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2015 | 2015 |
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Treasury Management | TRM |
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2020 | 2020 |
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H&R Block PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2020 | 2020 |
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Apps Development | PaaS |
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2020 | 2020 |
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Robotic Process Automation | PaaS |
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2022 | 2022 |
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Transactional Email | PaaS |
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2020 | 2020 |
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H&R Block 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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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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2020 | 2020 |
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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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2020 | 2020 |
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Network Management and Monitoring | IaaS |
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2016 | 2016 |
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H&R Block 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 Web Gateways (SWG) | CyberSecurity |
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2015 | 2015 |
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H&R Block Professional Services
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Professional Services | Professional Services |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at H&R Block
| First Name | Last Name | Title | Function | Department | Phone | |
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Talent Acquisition Operations Manager | Manager | HR | |
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Vice President, Product Management and Client Experience | VP | Customer Service | |
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VP HR | VP | HR | |
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Vice President Human Resources, Talent and Belonging | VP | HR | |
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Director Human Resources | Director | HR | |
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VP, Corporate HR | VP | HR | |
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Chief Marketing and Strategy Officer | CXO | Marketing | |
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Director of Data Sciences & Analytics | Director | IT | |
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Vice President - Analytics & Pricing / Client Insight | VP | Customer Service | |
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Senior Vice President - US Retail Sales & Service | VP | Sales | |
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Vice President | U.S. Retail, Sales & Service | VP | Sales | |
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Vice President, U.S. Retail Sales and Service | VP | Sales | |
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VP Operations | VP | Operations | |
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VP, Corporate Operations | VP | Operations | |
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President and CEO | CXO | Finance | |
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CIO | CXO | IT | |
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Chief People and Culture Officer | CXO | HR | |
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CFO | CXO | Finance | |
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Director, Corporate Talent Acquisitioning | Director | HR | |
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Director, Talent Acquisition | Director | HR | |
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Talent Acquisition Manager | Manager | HR | |
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Chief Legal Officer | CXO | Legal | |
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Corporate Counsel | CXO | Finance | |
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HR Director | Director | HR | |
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Program Manager - Privacy and Compliance | Manager | Finance | |
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Vice President Of Technology | VP | IT | |
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Manager, Infrastructure Engineering | Manager | Finance | |
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Senior Network Engineer | Manager | IT | |
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Director of IT Technology | Director | IT | |
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Sr. Salesforce Administrator | Manager | Marketing | |
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Salesforce Administrator Business Ananlyst | Manager | Marketing | |
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Program Manager - Intelligent Automation | Manager | IT | |
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Business Analyst, Intelligent Automation | Non Manager | IT | |
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Apps Being Evaluated by H&R Block Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from H&R Block IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the H&R Block digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD H&R Block Technographics
H&R Block is a Professional Services organization based in United States,
with around 4200 employees and annual revenues of $3.61 billion.
H&R Block operates a diverse technology stack with applications such as
Coupa Invoice, Avature ATS and Stride Health,
covering areas like AP Automation, Applicant Tracking System and Insurance Policy Administration.
H&R Block has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Coupa Software, Avature and Stride Health.
H&R Block recently adopted applications including
Trintech Cadency Close Management in 2025, Brand Networks Influencer in 2024 and Devo Security Data Platform in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of H&R Block’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates H&R Block’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 H&R Block technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.