Fort Collins, 80526, CO,
United States
Mark Sharman, Cpa, P.C. Technographics
Mark Sharman, Cpa, P.C. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Mark Sharman, Cpa, P.C. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Mark Sharman, Cpa, P.C. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Mark Sharman, Cpa, P.C. has purchased the following applications: Canopy for Professional Services Automation in 2021, Google Workspace (Formerly Google G-Suite) for Collaboration in 2014, ActiveCampaign for Marketing Automation in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Mark Sharman, Cpa, P.C. is running and its propensity to invest more and deepen its relationship with Canopy , Google , Salesforce 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 Mark Sharman, Cpa, P.C. revenues, which have grown to $2.0 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 Mark Sharman, Cpa, P.C. 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.
Mark Sharman, Cpa, P.C. Tech Stack and Enterprise Applications
Mark Sharman, Cpa, P.C. ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Canopy | Legacy | Canopy | Professional Services Automation | ERP Services and Operations | n/a | 2021 | 2021 |
In 2021, Mark Sharman, Cpa, P.C. deployed Canopy as its Professional Services Automation platform and is using Canopy on their website. The deployment is a cloud hosted SaaS configuration sized for a small professional services firm with approximately 10 employees, focused on tax and client accounting operations. Canopy serves as the primary practice management and client engagement interface, instrumenting client intake, engagement letter generation, scheduling, and centralized client records.
Functional modules implemented include practice management, time and billing, document management, client portal, and workflow automation, aligned with Professional Services Automation capabilities. Configuration emphasized standardized engagement workflows, electronic document storage, secure client communications, and role based access for accountants and administrative staff. Governance centers on centralized user provisioning, billing code standardization, and audit trails to support firm level compliance and record retention.
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Mark Sharman, Cpa, P.C. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2014 | 2014 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Mark Sharman, Cpa, P.C. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| ActiveCampaign | Legacy | ActiveCampaign | Marketing Automation | CRM | n/a | 2021 | 2021 |
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Tag Management | CRM |
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2020 | 2020 |
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Mark Sharman, Cpa, P.C. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Mark Sharman, Cpa, P.C.
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Apps Being Evaluated by Mark Sharman, Cpa, P.C. Executives
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