AI Buyer Insights:

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

Optima Tax Relief
Location
6 Hutton Centre Dr., Suite 300,
Santa Ana, 92707, CA,
United States
Website
https://www.optimataxrelief.com/
Phone
1 800-536-0734
Artw industry
Professional Services
Employee
Revenue

Optima Tax Relief Technographics

Optima Tax Relief Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Optima Tax Relief and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 Optima Tax Relief employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Optima Tax Relief has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2013, The Trade Desk for Digital Advertising Platform in 2024, Atlassian Jira Service Desk for IT Service Management in 2018 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Optima Tax Relief is running and its propensity to invest more and deepen its relationship with Google , Microsoft , Salesforce 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 Optima Tax Relief revenues, which have grown to $70.0 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 Optima Tax Relief 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.

Optima Tax Relief Tech Stack and Enterprise Applications

Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Google Legacy Google Workspace (Formerly Google G-Suite) Collaboration Collaboration n/a 2013 2013
Collaboration Collaboration 2020 2020
Collaboration Collaboration 2022 2022
PBX, VoiP and Phone Systems Collaboration 2016 2016
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
The Trade Desk Legacy The Trade Desk Digital Advertising Platform CRM n/a 2024 2024
Marketing Analytics CRM 2014 2014
Partner Relationship Management CRM 2023 2023
Tag Management CRM 2014 2014
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Atlassian Legacy Atlassian Jira Service Desk IT Service Management ITSM n/a 2018 2018
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2015 2015
Transactional Email PaaS 2020 2020
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2015 2015
Application Hosting and Computing Services IaaS 2020 2020
Application Hosting and Computing Services IaaS 2011 2011
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2020 2020
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2018 2018

IT Decision Makers and Key Stakeholders at Optima Tax Relief

First Name Last Name Title Function Department Email Phone
No data found
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Apps Being Evaluated by Optima Tax Relief Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Optima Tax Relief IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Optima Tax Relief digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Optima Tax Relief Technographics
Optima Tax Relief is a Professional Services organization based in United States, with around 400 employees and annual revenues of $70.0 million.
Optima Tax Relief operates a diverse technology stack with applications such as Google Workspace (Formerly Google G-Suite), The Trade Desk and Atlassian Jira Service Desk, covering areas like Collaboration, Digital Advertising Platform and IT Service Management.
Optima Tax Relief has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Google, The Trade Desk and Atlassian.
Optima Tax Relief recently adopted applications including The Trade Desk in 2024, TUNE Partner Marketing Platform in 2023 and Slack Connect in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Optima Tax Relief’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Optima Tax Relief’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 Optima Tax Relief technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.