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

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

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

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

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

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

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

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

PenCoast Tax Services
Location
1291 5th Avenue,
Belmont, 94002, CA,
United States
Website
https://www.pencoast.com/
Phone
1 650-345-6468
Artw industry
Professional Services
Employee
Revenue

PenCoast Tax Services Technographics

PenCoast Tax Services Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by PenCoast Tax Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 PenCoast Tax Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that PenCoast Tax Services has purchased the following applications: Thomson Reuters Onvio for ERP Financial in 2017, vAuto Provision for Dealership Management in 2024, Tidio Live Chat for Chatbots and Conversational AI 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 PenCoast Tax Services is running and its propensity to invest more and deepen its relationship with Thomson Reuters , Cox Automotive , Tidio 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 PenCoast Tax Services 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 PenCoast Tax Services 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.

PenCoast Tax Services Tech Stack and Enterprise Applications

ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Thomson Reuters Legacy Thomson Reuters Onvio ERP Financial ERP Financial Management n/a 2017 2017
In July 2017, PenCoast Tax Services implemented Thomson Reuters Onvio, deploying the Onvio Client Center and mobile Documents modules to collect source documents via mobile apps and improve client collaboration. PenCoast Tax Services is a United States professional services firm with 10 employees, and this ERP Financial implementation supported the firm moving toward a remote practice and enabled it to take on roughly 150 additional clients. The implementation configured Client Center as the firm’s client portal and the Documents mobile app as the primary capture channel, centralizing document management and client communications. Configuration work focused on portal-driven client intake, secure document upload and storage, and workflow routing from intake to tax preparers, reflecting common ERP Financial document management and client collaboration capabilities. Operational coverage was across the firm’s tax and client services workflows, shifting client onboarding and collaboration onto the Onvio platform and establishing the Client Center as the primary client interaction point. Business functions impacted included client onboarding, document intake and management, and coordination of tax preparation workstreams. Rollout occurred in July 2017 with phased staff adoption and firm-wide use of the mobile Documents app to enable remote collection of source documents, as documented in the Accounting Today case study. The explicit outcomes reported were capacity to accept roughly 150 additional clients and progress toward a remote practice using Thomson Reuters Onvio.
ERP Services and Operations
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Cox Automotive Legacy vAuto Provision Dealership Management ERP Services and Operations n/a 2024 2024
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Tidio Legacy Tidio Live Chat Chatbots and Conversational AI AI-Powered Application n/a 2023 2023
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2015 2015
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application, Web and Enterprise Search Content Management 2025 2025
Web Content Management Content Management 2026 2026
eCommerce
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
eCommerce eCommerce 2025 2025
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Automation CRM 2023 2023
Tag Management CRM 2018 2018
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2023 2023
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2019 2019
Apps Development PaaS 2024 2024
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 2022 2022
Content Delivery Network IaaS 2018 2018
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2015 2015
Domain Name System (DNS) IaaS 2015 2015
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Security (AppSec) CyberSecurity 2023 2023
Secure Sockets Layer (SSL) CyberSecurity 2017 2017
Secure Sockets Layer (SSL) CyberSecurity 2018 2018
Secure Sockets Layer (SSL) CyberSecurity 2023 2023
Web Application Firewalls (WAF), Phishing Protection CyberSecurity 2023 2023

IT Decision Makers and Key Stakeholders at PenCoast Tax Services

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by PenCoast Tax Services Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PenCoast Tax Services IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PenCoast Tax Services digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD PenCoast Tax Services Technographics
PenCoast Tax Services is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
PenCoast Tax Services operates a diverse technology stack with applications such as Thomson Reuters Onvio, vAuto Provision and Tidio Live Chat, covering areas like ERP Financial, Dealership Management and Chatbots and Conversational AI.
PenCoast Tax Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Thomson Reuters, Cox Automotive and Tidio.
PenCoast Tax Services recently adopted applications including WordPress in 2026, Algolia Search in 2025 and WooCommerce in 2025, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PenCoast Tax Services’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates PenCoast Tax Services’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 PenCoast Tax Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.