Eugene, 97401, OR,
United States
Jones & Roth CPAs and Business Advisors Technographics
Jones & Roth CPAs and Business Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Jones & Roth CPAs and Business Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 100 Jones & Roth CPAs and Business Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Jones & Roth CPAs and Business Advisors has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Oracle Taleo Cloud Service for Recruiting, Applicant Tracking System in 2014, Typeform for Survey and Questionnaire in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Jones & Roth CPAs and Business Advisors is running and its propensity to invest more and deepen its relationship with Intuit , Oracle , Typeform 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 Jones & Roth CPAs and Business Advisors revenues, which have grown to $15.0 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 Jones & Roth CPAs and Business Advisors 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.
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.
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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.
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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.
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Jones & Roth CPAs and Business Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Marketing Automation | CRM |
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2018 | 2018 |
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Jones & Roth CPAs and Business Advisors ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2021 | 2021 |
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Jones & Roth CPAs and Business Advisors 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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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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2023 | 2023 |
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Jones & Roth CPAs and Business Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Jones & Roth CPAs and Business Advisors
| First Name | Last Name | Title | Function | Department | 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
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||