Marks Paneth LLP
685 Third Avenue,
New York, 10017, NY,
United States
New York, 10017, NY,
United States
1 212-503-8800
Banking and Financial Services
Marks Paneth LLP Technographics
Marks Paneth LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Marks Paneth LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 490 Marks Paneth LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Marks Paneth LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2013, Microsoft 365 for Collaboration in 2017, Exclaimer Cloud Signatures for Office 365 for Digital Signing 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 Marks Paneth LLP is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Exclaimer 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 Marks Paneth LLP revenues, which have grown to $80.0 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 Marks Paneth LLP 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.
Marks Paneth LLP Tech Stack and Enterprise Applications
Marks Paneth LLP ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2013 | 2013 |
In 2013, Marks Paneth LLP implemented Intuit Quickbooks Enterprise to provide an ERP Financial backbone for the firm, targeting accounting and finance workflows across its 490 employee organization. The deployment established a centralized financial instance to support firm-level transaction processing and standardized financial reporting, aligning the application name Intuit Quickbooks Enterprise with the company accounting function and the ERP Financial category.
Configuration focused on core ERP Financial capabilities common to the category, including a structured chart of accounts, general ledger posting, accounts payable routines, accounts receivable processing, and packaged financial reporting with Excel interoperability. Intuit Quickbooks Enterprise was configured with reporting templates and Excel export patterns to match existing spreadsheet-driven reporting and reconciliation practices, reflecting the specified need for solid Excel and QuickBooks experience among operational staff.
Operational coverage concentrated on accounting and finance departments, with role-based access and defined close workflows to enforce segregation of duties and month-end processes. Governance emphasized staff skills, hiring, and training criteria that required basic accounting knowledge and foundation experience, and the implementation documentation prioritized operator proficiency in Excel and QuickBooks as part of ongoing support and user enablement.
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Marks Paneth LLP Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Marks Paneth LLP deployed Microsoft 365 as its Collaboration platform. The implementation leverages Microsoft 365 core services including Exchange Online for email, SharePoint Online for document management and intranet content, Microsoft Teams for synchronous collaboration, OneDrive for Business for personal file storage, and the Office client suite to support productivity across the firm’s approximately 490 employees.
Microsoft 365 is referenced on the Marks Paneth LLP website, reflecting organization-wide provisioning and public site metadata exposure of the service. Governance is organized around centralized administration and role based access controls consistent with Microsoft 365 deployments, enabling standardized collaboration, content sharing, and real time communication workflows across internal professional services teams.
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Marks Paneth LLP Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Exclaimer | Legacy | Exclaimer Cloud Signatures for Office 365 | Digital Signing | Content Management | n/a | 2017 | 2017 |
In 2017, Marks Paneth LLP implemented Exclaimer Cloud Signatures for Office 365 for Digital Signing. The implementation is visible on the Marks Paneth website and is configured to manage corporate email signatures through the Office 365 mail flow, using Exclaimer Cloud Signatures for Office 365 to centralize signature application and standardize client-facing correspondence.
Configuration focuses on centralized template authoring and administrative controls, enabling IT and communications to enforce consistent branding, legal disclaimers, and role-based signature policies. The deployment leverages Office 365 mailbox routing and directory attributes to personalize signatures, and governance is executed through centralized template controls and admin approval workflows, aligning the solution with corporate communications, client engagement, and compliance functions.
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Digital Signing | Content Management |
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2020 | 2020 |
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Digital Signing | Content Management |
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2022 | 2022 |
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Web Content Management | Content Management |
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2012 | 2012 |
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Marks Paneth LLP CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2011 | 2011 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marks Paneth LLP 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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Marks Paneth LLP 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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2020 | 2020 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at Marks Paneth LLP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Marks Paneth LLP Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Marks Paneth LLP IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Marks Paneth LLP digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Marks Paneth LLP Technographics
Marks Paneth LLP is a Banking and Financial Services organization based in United States,
with around 490 employees and annual revenues of $80.0 million.
Marks Paneth LLP operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Exclaimer Cloud Signatures for Office 365,
covering areas like ERP Financial, Collaboration and Digital Signing.
Marks Paneth LLP has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Exclaimer.
Marks Paneth LLP recently adopted applications including
DocuSign eSignature in 2022, Hubspot Marketing Automation in 2021 and GoDaddy in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Marks Paneth LLP’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Marks Paneth LLP’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 Marks Paneth LLP technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.