Middleton, 53562, WI,
United States
Meicher CPAS, LLP Technographics
Meicher CPAS, LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Meicher CPAS, LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 36 Meicher CPAS, 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 Meicher CPAS, LLP has purchased the following applications: CCH ProSystem fx Suite for ERP Financial in 2017, Microsoft 365 for Collaboration in 2016, Automattic Jetpack CRM for CRM in 2016 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Meicher CPAS, LLP is running and its propensity to invest more and deepen its relationship with Wolters Kluwer , Microsoft , Automattic 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 Meicher CPAS, LLP revenues, which have grown to $7.0 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 Meicher CPAS, 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.
Meicher CPAS, LLP Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Wolters Kluwer | Legacy | CCH ProSystem fx Suite | ERP Financial | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Meicher CPAS, LLP implemented CCH ProSystem fx Suite to consolidate disparate vendor products and standardize processes across the firm. The firm-level deployment used CCH ProSystem fx Suite as an ERP Financial platform to unify accounting and tax operations within the 36-person professional services practice.
The implementation emphasized core financial management and tax workflow capabilities typical of an ERP Financial system, bringing together general accounting, client engagement workflow, document controls, and tax preparation processes into a single operational backbone. Configuration work focused on establishing a standardized chart of accounts, consistent billing and time-capture procedures, centralized client file controls, and role-based access to support auditability and compliance.
Operational coverage was firm-wide, applying the CCH ProSystem fx Suite across engagement teams and tax and accounting staff to reduce tool fragmentation. Governance centered on centralized configuration management, standardized process documentation, and user training to sustain consistency across engagements, and the firm reported increased efficiency, redeployment of staff to higher-value work, and an enhanced competitive position following the rollout.
|
Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, Meicher CPAS, LLP deployed Microsoft 365 as its Collaboration platform. The firm's public website references Microsoft 365 in use, reflecting a cloud-first subscription approach sized for a 36-person professional services firm and providing hosted email, calendaring, document storage and team communication to underpin internal workflows and client-facing correspondence.
Meicher CPAS, LLP Microsoft 365 Collaboration supports practice operations and client communications across accounting, tax and advisory workstreams. Configuration and operational governance appear focused on centralized tenant administration, user account provisioning and role-based access controls, with document management and secure file sharing capabilities consistent with Microsoft 365 Collaboration suites. The website-level visibility of Microsoft 365 indicates the solution is used both for internal collaboration and for surfacing or routing client communications and shared documents.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | Automattic Jetpack CRM | CRM | CRM | n/a | 2016 | 2016 |
In 2016, Meicher CPAS, LLP deployed Automattic Jetpack CRM on their website. Meicher CPAS, LLP uses Automattic Jetpack CRM in the CRM category to centralize client contact records and manage lightweight client engagement and business development workflows.
The implementation is website focused, with Automattic Jetpack CRM configured to capture site form submissions and consolidate contact and interaction history for client services and business development teams. Functional capabilities implemented reflect standard CRM workflows, including contact management, activity logging, segmented outreach lists, and basic pipeline tracking, all accessed through the site interface. Operational coverage spans firmwide use for the 36 person professional services practice, supporting client-facing partners and practice operations staff, and governance centers on centralized contact record maintenance and ownership of outreach workflows by client services.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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|
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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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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Meicher CPAS, LLP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Meicher CPAS, LLP Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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