Virginia Beach, 23454, VA,
United States
Liberty Tax Service Technographics
Liberty Tax Service Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Liberty Tax Service and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 645 Liberty Tax Service employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Liberty Tax Service has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2010, Adobe Connect for Audio Video and Web Conferencing in 2017, CallRail Call Tracking for Call Tracking and Recording 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 Liberty Tax Service is running and its propensity to invest more and deepen its relationship with Oracle , Adobe Systems , Cisco Systems 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 Liberty Tax Service revenues, which have grown to $166.0 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 Liberty Tax Service 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.
Liberty Tax Service Tech Stack and Enterprise Applications
Liberty Tax Service ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP | n/a | 2010 | 2010 |
In 2010, Liberty Tax Service implemented Oracle NetSuite ERP to address core ERP Financial requirements for its finance and accounting functions. The Oracle NetSuite ERP deployment centralized transactional finance capabilities including general ledger, accounts payable, accounts receivable, fixed assets, financial reporting, and period close orchestration, aligning a standardized chart of accounts and unified financial data model across the organization.
The implementation used Oracle NetSuite ERP as a cloud native application, with configuration focused on role based access controls, audit trails, configurable approval workflows, and automated journal and reconciliation routines to support governance and month end discipline. Operational coverage concentrated on finance and accounting teams across U.S. operations, with process redesign around centralized record to report flows and system enforced controls to improve financial process consistency.
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Liberty Tax Service Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Adobe Systems | Legacy | Adobe Connect | Audio Video and Web Conferencing | Collaboration | n/a | 2017 | 2017 |
In 2017, Liberty Tax Service implemented Adobe Connect. Adobe Connect is deployed in a web-embedded configuration on Liberty Tax Service's public website, providing an Audio Video and Web Conferencing layer for live client-facing sessions. The implementation surfaces web meetings directly from the site to support online appointments and real-time customer assistance.
The deployment leverages Adobe Connect capabilities such as audio and video conferencing, screen sharing, persistent virtual meeting rooms, and session recording, reflecting standard Audio Video and Web Conferencing functional workflows. Operational scope covers web-based customer engagement and remote assistance delivered through the company website, with Adobe Connect integrated as an embedded web application. Adobe Connect therefore connects Liberty Tax Service to web conferencing workflows for customer engagement and online support.
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Audio Video and Web Conferencing | Collaboration |
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2018 | 2018 |
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Liberty Tax Service CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2018 | 2018 |
In 2018 Liberty Tax Service implemented CallRail Call Tracking on its customer-facing website. CallRail Call Tracking is deployed as a Call Tracking and Recording application to capture inbound phone leads and attribute calls to online marketing activity.
The implementation configures website-level tagging and a pool of dynamic tracking numbers, and leverages core Call Tracking and Recording capabilities such as call recording, call metadata capture, and attribution reporting. Configuration work emphasizes call session logging, searchable call records, and campaign-level attribution to support ongoing reporting.
Operationally the CallRail Call Tracking deployment focuses on online lead capture and surfaces call data into marketing and customer service workflows. Governance centered on recording settings and attribution rule configuration to align call logs with campaign parameters, enabling Liberty Tax Service CallRail Call Tracking to link web sessions to inbound call records for marketing and customer support use.
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Data Management Platform | CRM |
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2015 | 2015 |
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Data Management Platform | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Partner Relationship Management | CRM |
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2016 | 2016 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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Liberty Tax Service ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2015 | 2015 |
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Liberty Tax Service 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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2019 | 2019 |
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Liberty Tax Service PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2021 | 2021 |
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Liberty Tax Service 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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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Archive as a Service (AaaS) | IaaS |
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2019 | 2019 |
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Cloud Storage | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Liberty Tax Service 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 Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Web Application Firewalls (WAF) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Liberty Tax Service
| First Name | Last Name | Title | Function | Department | Phone | |
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Apps Being Evaluated by Liberty Tax Service Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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