AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Jones & Roth CPAs and Business Advisors Tech Stack and Enterprise Applications

Jones & Roth CPAs and Business Advisors 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, Jones & Roth CPAs and Business Advisors implemented Intuit Quickbooks Enterprise. The deployment used Intuit Quickbooks Enterprise as the firms core ERP Financial platform to centralize firm accounting and to support its small business group practice that provides accounting, QuickBooks support, and payroll services. Configuration work focused on core financial modules including general ledger, accounts payable, accounts receivable, consolidated financial reporting, and payroll transaction workflows, aligning system configuration with firm billing and client bookkeeping processes. Operational rollout provisioned the application across accounting and client support teams, emphasizing role based access controls, audit trails, and standardized chart of accounts to support compliance and consistent client service delivery. Staged adoption and staff enablement activities were used to embed Intuit Quickbooks Enterprise into the firms accounting, payroll services, and QuickBooks support offerings, establishing the application as the ERP Financial backbone for Jones & Roth CPAs and Business Advisors.
Jones & Roth CPAs and Business Advisors HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Oracle Legacy Oracle Taleo Cloud Service Recruiting, Applicant Tracking System HCM n/a 2014 2014
In 2014 Jones & Roth CPAs and Business Advisors deployed Oracle Taleo Cloud Service as its Recruiting,Applicant Tracking System to centralize applicant intake and career site postings. Oracle Taleo Cloud Service was configured to serve as the firm’s public careers engine, capturing applications from the company careers page and routing candidate records into a centralized ATS repository. Configuration focused on standard applicant tracking capabilities including job posting and requisition management, candidate profile and resume intake, screening questionnaires, and configurable hiring stage workflows. The deployment emphasized career site integration and automated applicant data capture, aligning Taleo’s recruiting workflows with the firm’s HR hiring processes. Operational ownership sits with the firm’s human resources and recruiting functions, with the system used to manage end to end recruitment activities for the company. Governance centered on structured requisition approvals, staged interview workflows, and audit-ready candidate records to support consistent hiring process controls.
Jones & Roth CPAs and Business Advisors Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Typeform Legacy Typeform Survey and Questionnaire Collaboration n/a 2020 2020
In 2020, Jones & Roth CPAs and Business Advisors deployed Typeform on their public website as a client-facing Survey and Questionnaire solution. Typeform is used to publish interactive web forms and questionnaires embedded in site pages to capture structured client inquiries and contact information. Configuration emphasizes form design, conditional logic, and web embedding consistent with Survey and Questionnaire capabilities, supporting intake and contact workflows. Operational scope is website-based client engagement, supporting front office functions such as client intake and marketing communications, with responses collected via Typeform and managed through the Typeform administration interface.
Jones & Roth CPAs and Business Advisors CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2018 2018
Jones & Roth CPAs and Business Advisors ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2021 2021
Jones & Roth CPAs and Business Advisors IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2023 2023
Jones & Roth CPAs and Business Advisors CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at Jones & Roth CPAs and Business Advisors

First Name Last Name Title Function Department Email Phone
Managing Partner & Shareholder Manager Finance
Operations Manager Manager Finance
Staff Accountant Manager Finance
IT Manager Manager IT

Apps Being Evaluated by Jones & Roth CPAs and Business Advisors Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Jones & Roth CPAs and Business Advisors IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Jones & Roth CPAs and Business Advisors digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Jones & Roth CPAs and Business Advisors Technographics
Jones & Roth CPAs and Business Advisors is a Banking and Financial Services organization based in United States, with around 100 employees and annual revenues of $15.0 million.
Jones & Roth CPAs and Business Advisors operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise, Oracle Taleo Cloud Service and Typeform, covering areas like ERP Financial, Recruiting, Applicant Tracking System and Survey and Questionnaire.
Jones & Roth CPAs and Business Advisors has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit, Oracle and Typeform.
Jones & Roth CPAs and Business Advisors recently adopted applications including Lumen Cloud (ex CenturyLink) in 2023, Lumen CDN in 2023 and New Relic APM in 2021, highlighting its ongoing modernization strategy.
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Our research team continuously updates Jones & Roth CPAs and Business Advisors’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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