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Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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.
Mark Sharman, Cpa, P.C. Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2014 2014
Collaboration Collaboration 2022 2022
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
Tag Management CRM 2020 2020
Mark Sharman, Cpa, P.C. IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Mark Sharman, Cpa, P.C.

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Mark Sharman, Cpa, P.C. Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Mark Sharman, Cpa, P.C. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Mark Sharman, Cpa, P.C. digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Mark Sharman, Cpa, P.C. Technographics
Mark Sharman, Cpa, P.C. is a Professional Services organization based in United States, with around 10 employees and annual revenues of $2.0 million.
Mark Sharman, Cpa, P.C. operates a diverse technology stack with applications such as Canopy, Google Workspace (Formerly Google G-Suite) and ActiveCampaign, covering areas like Professional Services Automation, Collaboration and Marketing Automation.
Mark Sharman, Cpa, P.C. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Canopy, Google and ActiveCampaign.
Mark Sharman, Cpa, P.C. recently adopted applications including Slack Connect in 2022, Canopy in 2021 and ActiveCampaign in 2021, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Mark Sharman, Cpa, P.C.’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Mark Sharman, Cpa, P.C.’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Mark Sharman, Cpa, P.C. technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.