Miami, 33133, FL,
United States
Kaufman Rossin Technographics
Kaufman Rossin Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Kaufman Rossin and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Kaufman Rossin employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Kaufman Rossin has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Domo.AI for Generative AI Platforms in 2025, Microsoft 365 for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Kaufman Rossin is running and its propensity to invest more and deepen its relationship with Intuit , Domo , Microsoft 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 Kaufman Rossin revenues, which have grown to $77.0 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 Kaufman Rossin 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.
Kaufman Rossin Tech Stack and Enterprise Applications
Kaufman Rossin ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | n/a | 2012 | 2013 |
In 2012, Kaufman Rossin implemented Intuit Quickbooks Enterprise. Kaufman Rossin deployed Intuit Quickbooks Enterprise as an ERP Financial platform to centralize the firm finance and accounting functions, standardize transactional accounting, and support general ledger reconciliation, accounts payable and accounts receivable processing along with consolidated financial reporting and management analysis.
As an Advanced Certified QuickBooks ProAdvisor, Lori provided structured training and advisory support to business owners and staff, configuring Intuit Quickbooks Enterprise for business performance analysis and financial data reporting. The rollout emphasized configuration of the chart of accounts, reporting templates, form controls and internal usage governance, combined with role based access controls and process standardization to embed QuickBooks driven operational reporting across the finance organization.
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Kaufman Rossin AI Development
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Domo | Legacy | Domo.AI | Generative AI Platforms | AI Development | n/a | 2025 | 2025 |
In 2025, Kaufman Rossin implemented Domo.AI to consolidate disparate data sources and create a unified, organization-wide data foundation that supports audit, tax, advisory, wealth, insurance, and alternative investment service lines. The deployment positioned Domo.AI as the firmwide platform for data preparation, visualization, and AI-driven automation, addressing siloed inputs that previously limited cross-departmental decision-making.
The implementation leverages core capabilities of the Domo platform to prepare, visualize, automate, distribute, and build end-to-end data products, consistent with Generative AI Platforms functionality. Kaufman Rossin uses custom AI and data products to automate workflows, perform capacity planning and staff assignment optimization, track project and financial metrics, and support flexible work schedules, with Domo.AI serving as the single authoritative data source for these functional workflows.
Operational coverage spans the entire firm, with Domo powering analytics and automation across departments that manage hundreds of client engagements and global client relationships. The platform supports deployment of AI models and data products across multiple provider endpoints, enabling the firm to operationalize machine learning and generative capabilities within its analytics lifecycle.
Governance was restructured around organization-wide data accessibility and a single source of truth, shifting operational responsibility for capacity and project tracking into centralized dashboards and automated pipelines. Process changes emphasize automated workflow orchestration, standardized data models for project revenue and utilization, and templated data products that are consumed by practice leaders and delivery teams.
Reported outcomes include improved operations, enhanced decision-making capabilities, and better client service driven by unified data and AI-enabled insights from Domo.AI. Kaufman Rossin’s use of the Generative AI Platforms category reflects a strategic move to embed AI and data products into core professional services workflows rather than treating analytics as a discrete reporting function.
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Kaufman Rossin Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017 Kaufman Rossin implemented Microsoft 365, and the firm’s use of Microsoft 365 is visible on its public website. This deployment is cataloged under the Collaboration category and reflects a strategic adoption of cloud productivity services.
Kaufman Rossin’s Microsoft 365 deployment aligns with standard Collaboration capabilities, including Exchange Online email, SharePoint Online intranet and document management, Microsoft Teams real time communication, OneDrive file synchronization, and the Office productivity suite. These Collaboration capabilities support core professional services workflows such as email, document collaboration, meetings, and remote work coordination.
The implementation operates at the firm level to support client service, finance, and operations teams, and is surfaced in external facing touchpoints through the website. Governance and operational controls for Microsoft 365 implementations typically encompass identity and access management, information governance, and document lifecycle policies to maintain compliance and manage collaboration at scale.
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Collaboration | Collaboration |
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2020 | 2020 |
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Kaufman Rossin CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2014 | 2014 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Kaufman Rossin PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2016 | 2016 |
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Kaufman Rossin 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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Content Delivery Network | IaaS |
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2020 | 2020 |
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Kaufman Rossin 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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2014 | 2014 |
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IT Decision Makers and Key Stakeholders at Kaufman Rossin
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Kaufman Rossin Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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