San Francisco, 94104, CA,
United States
Moskowitz LLP Technographics
Moskowitz LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Moskowitz LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Moskowitz 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 Moskowitz LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2007, Ruby Live Chat for Chatbots and Conversational AI in 2021, Zoom for Audio Video and Web Conferencing 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 Moskowitz LLP is running and its propensity to invest more and deepen its relationship with Intuit , Ruby , Zoom Video Communications 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 Moskowitz LLP revenues, which have grown to $10.0 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 Moskowitz 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.
Moskowitz LLP Tech Stack and Enterprise Applications
Moskowitz LLP ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2007 | 2007 |
In 2007, Moskowitz LLP implemented Intuit Quickbooks Enterprise. The implementation deployed Intuit Quickbooks Enterprise as the firm's ERP Financial system to centralize core accounting and billing for the 50 person professional services firm in the United States, covering general ledger, accounts payable, accounts receivable, time and billing, and financial reporting capabilities.
The deployment was delivered as a multi user installation on the firm network with role based access controls and a standardized chart of accounts to support firm wide finance and practice management workflows. Configuration emphasized project level time capture and billing, consolidated invoicing, and fixed asset tracking to align accounting and back office processes, with finance led governance for change control, invoice approval workflows, and period close procedures.
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Moskowitz LLP AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Ruby | Legacy | Ruby Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, Moskowitz LLP deployed Ruby Live Chat on its public website. The deployment positions Ruby Live Chat within the Chatbots and Conversational AI category to provide front-door client messaging, receptionist handoff, and structured contact intake for the firm's administrative and client services teams.
The implementation is centered on embedding the Ruby Live Chat chat widget into key site pages, routing inbound conversations to centralized agent consoles accessible to office staff, and capturing contact data and conversation logs to standardize follow up. Configuration focus included message routing rules, availability scheduling, templated responses, and conversation logging to support consistent front-office workflows and client intake processes.
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Moskowitz LLP Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoom Video Communications | Legacy | Zoom | Audio Video and Web Conferencing | Collaboration | n/a | 2021 | 2021 |
In 2021, Moskowitz LLP deployed Zoom as its Audio Video and Web Conferencing solution. The United States professional services firm with approximately 50 employees is using Zoom on their website to provide direct client access to virtual meetings and to surface conferencing links for external engagement.
The implementation centers on Zoom Meetings and Zoom video capabilities, aligning video conferencing, screen sharing, and participant controls with legal client conferencing workflows, and exposing meeting join points directly from the public site. Deployment architecture is oriented around browser initiated meetings and embedded meeting links, with centralized account administration and user provisioning to support firmwide collaboration across practice groups and client-facing teams.
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Moskowitz LLP CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Call Tracking and Recording | CRM |
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2017 | 2017 |
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CRM | CRM |
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2021 | 2021 |
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Customer Experience | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2015 | 2015 |
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Moskowitz 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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2021 | 2021 |
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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 Moskowitz LLP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Senior Partner & Lead Tax Attorney | Manager | Finance | ||||
| Senior Associate Tax Attorney | Manager | Finance | ||||
| Associate Tax Attorney | Manager | Finance |
Apps Being Evaluated by Moskowitz LLP Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||