Dallas, 75201, TX,
United States
Lain Faulkner & Co Technographics
Lain Faulkner & Co Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Lain Faulkner & Co and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Lain Faulkner & Co employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Lain Faulkner & Co has purchased the following applications: Intuit ProConnect Lacerte for Tax Management in 2012, Microsoft 365 for Collaboration in 2018, Microsoft Azure Cloud Services for Application Hosting and Computing Services 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 Lain Faulkner & Co is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Google 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 Lain Faulkner & Co revenues, which have grown to $3.0 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 Lain Faulkner & Co 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.
Lain Faulkner & Co Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Intuit Quickbooks Enterprise | Intuit ProConnect Lacerte | Tax Management | ERP Financial Management | n/a | 2012 | 2012 |
In 2012, Lain Faulkner & Co implemented Intuit ProConnect Lacerte as its primary Tax Management application to centralize preparation of federal and state tax returns for multiple bankruptcy estates. The deployment followed use of Intuit QuickBooks Enterprise for general accounting, with Intuit ProConnect Lacerte specifically adopted to handle estate tax compliance workflows and return production.
Intuit ProConnect Lacerte was configured to support federal and state tax form generation and filing for estate and trust engagements, working alongside ProSystems for parallel tax production. Functional capabilities documented in-house included tax return preparation, coordination of adjusting journal entries, and preparation of general ledger reports to feed tax schedules. The firm maintained monthly bank account reconciliations and prepared monthly financial statements, which were used to validate tax positions and populate return data.
Operational coverage focused on accounting and tax functions for bankrupted estates, including accounts payable, accounts receivable, adjusting journal entries, and general ledger reporting. Workflows tied Lacerte outputs to accounting close activities and monthly reconciliations, and the team prepared budgets and quarterly forecasts for estates that were filed with the U.S. Bankruptcy courts.
Governance centered on court filing requirements and periodic financial review, with tax production processes aligned to bankruptcy filing schedules and monthly close cycles. Intuit ProConnect Lacerte served as the tax compliance engine within this operational and governance framework, while ProSystems remained part of the tax toolset for the same estate engagements.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2018 | 2018 |
In 2018, Lain Faulkner & Co implemented Microsoft 365 for Collaboration across the 30 employee professional services firm in the United States. Microsoft 365 was configured to provide core Collaboration functionality including Exchange Online email, Microsoft Teams for synchronous communication, SharePoint Online for centralized document management, and OneDrive for personal file synchronization, reflecting standard Collaboration category workflows for small firms.
Publicly visible site metadata indicates Microsoft 365 is used on their website, suggesting tenant level services are active beyond internal user endpoints. Operational coverage focused on marketing, client services, and internal operations, with tenant administration, user provisioning, security group based access controls, and document collaboration workflows applied to govern content and user access.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2018 | 2018 |
In 2018, Lain Faulkner & Co deployed Microsoft Azure Cloud Services to host its public website. The implementation uses Microsoft Azure Cloud Services in the Application Hosting and Computing Services category to deliver the firm’s web hosting and application runtime environment for its external digital presence.
Configuration emphasizes provisioning web hosting, scalable compute resources, and durable storage to serve site content and support server side logic, with monitoring and certificate management practices typical for hosted web applications. Integrations are limited to the company website where Azure-provisioned infrastructure handles content delivery and operational availability, and operational ownership is centered on the firm’s small IT or web operations function with lifecycle management aligned to standard cloud governance for hosted applications.
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Lain Faulkner & Co
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Apps Being Evaluated by Lain Faulkner & Co Executives
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