Beverly, 1915, MA,
United States
Paul S. Marciano, CPA, LLC Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Paul S. Marciano, CPA, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Paul S. Marciano, CPA, LLC employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Paul S. Marciano, CPA, LLC has purchased the following applications: Intuit ProConnect ProSeries for Tax Management in 2017, IONOS Cloud for Application Hosting and Computing Services 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 Paul S. Marciano, CPA, LLC is running and its propensity to invest more and deepen its relationship with Intuit , IONOS 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 Paul S. Marciano, CPA, LLC 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 Paul S. Marciano, CPA, LLC 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit ProConnect ProSeries | Tax Management | ERP Financial Management | n/a | 2017 | 2017 |
In 2017, Paul S. Marciano, CPA, LLC implemented Intuit ProConnect ProSeries for Tax Management to consolidate tax preparation and compliance workflows for its small professional services practice. The deployment covered the firm’s tax preparation staff across a single-office operational footprint and was tailored to the firm's scale of approximately 10 employees. Intuit ProConnect ProSeries was provisioned as the primary application for preparing individual and business returns and for maintaining client tax dossiers.
Configuration emphasized core Tax Management capabilities including return preparation modules for individual and business forms, built-in calculation engines, diagnostic error checking, and electronic filing workflows. The implementation included client data intake and standardized client organizers, template-based form libraries, and version control for return edits to support review cycles. Automation focused on formula-driven computations and carryforward population to reduce manual data entry across tax years.
Governance was structured around role-based access and review workflow orchestration, enabling preparer, reviewer, and signing roles within the tax process and supporting audit trail requirements. Operational scope centered on tax preparation and compliance business functions, including filing calendar management and documentation retention policies aligned to the firm's practice. The narrative emphasizes Intuit ProConnect ProSeries as the central Tax Management application integrated into day-to-day firm operations.
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IONOS | Legacy | IONOS Cloud | Application Hosting and Computing Services | IaaS | n/a | 2018 | 2018 |
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