Mount Clemens, 48043-2523, MI,
United States
Natl Ctr For Tax & Strategic P Technographics
Natl Ctr For Tax & Strategic P Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Natl Ctr For Tax & Strategic P and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Natl Ctr For Tax & Strategic P employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Natl Ctr For Tax & Strategic P has purchased the following applications: Wealth Docx for Document Management in 2017, FullStory for Customer Experience in 2022, Sentry for Application Performance Management in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Natl Ctr For Tax & Strategic P is running and its propensity to invest more and deepen its relationship with WealthCounsel , FullStory , Agile CRM 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 Natl Ctr For Tax & Strategic P revenues, which have grown to $1.0 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 Natl Ctr For Tax & Strategic P 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.
Natl Ctr For Tax & Strategic P Tech Stack and Enterprise Applications
Natl Ctr For Tax & Strategic P Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| WealthCounsel | Legacy | Wealth Docx | Document Management | Content Management | n/a | 2017 | 2017 |
In 2017, Natl Ctr For Tax & Strategic P affiliated with WealthCounsel to provision Wealth Docx as its document-drafting system. Wealth Docx was adopted as a Document Management solution to enhance estate-planning drafting efficiency and to provide practice resources and support for the firm’s Tennessee clients.
The implementation centers on Wealth Docx document drafting and template library capabilities, with access to WealthCounsel practice resources used to standardize estate-plan drafting, checklist-driven workflows, and document assembly processes. Configuration work emphasized reusable templates, clause libraries, automated drafting sequences, and version control typical of Document Management deployments in estate-planning practices.
Operational coverage focuses on the firm’s estate-planning practice serving Tennessee clients, aligning front-office drafting with practice support materials from WealthCounsel. Governance changes described in the announcement include template stewardship and standardized drafting protocols to raise consistency across client documents. The firm publicly highlighted improved drafting quality and strengthened practice systems as primary outcomes of the Wealth Docx adoption.
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Natl Ctr For Tax & Strategic P CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FullStory | Legacy | FullStory | Customer Experience | CRM | n/a | 2022 | 2022 |
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Sales Automation | CRM |
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2017 | 2017 |
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Tag Management | CRM |
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2022 | 2022 |
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Natl Ctr For Tax & Strategic P ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Functional Software | Legacy | Sentry | Application Performance Management | ITSM | n/a | 2023 | 2023 |
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Natl Ctr For Tax & Strategic P 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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2015 | 2015 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Natl Ctr For Tax & Strategic P CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2013 | 2013 |
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IT Decision Makers and Key Stakeholders at Natl Ctr For Tax & Strategic P
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Natl Ctr For Tax & Strategic P Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||