PracticeMax
9382 East Bahia Drive, Suite B202,
Scottsdale, 85260, AZ,
United States
Scottsdale, 85260, AZ,
United States
1 480-374-7200
Professional Services
PracticeMax Technographics
PracticeMax Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by PracticeMax and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 400 PracticeMax employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that PracticeMax has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2021, Quadient Neopost OMS-500 for Document Management in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems PracticeMax is running and its propensity to invest more and deepen its relationship with Intuit , Acumatica , Microsoft 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 PracticeMax revenues, which have grown to $50.0 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 PracticeMax 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.
PracticeMax Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP Financial Management | x | 2012 | 2012 |
In 2012, PracticeMax implemented Intuit Quickbooks Enterprise. Intuit Quickbooks Enterprise is used as an ERP Financial platform to centralize finance and accounting operations for the 400 employee professional services firm headquartered in the United States.
The deployment configured core ERP Financial modules including general ledger, accounts payable, accounts receivable, billing and financial reporting, with payroll handled through the application’s payroll capabilities. Configuration work focused on a consolidated chart of accounts and standardized transaction posting rules to support consistent month end close and revenue workflows.
Architecture was delivered as a centralized multi user Intuit Quickbooks Enterprise instance to support corporate finance and shared services, using role based access controls to segregate accounting duties. Operational scope centered on finance and accounting departments across the organization rather than transactional operational systems.
Governance included documented month end procedures, reconciliation controls and system configuration change processes, paired with end user training on bookkeeping workflows, reflecting hiring preferences for skill in computer systems and QuickBooks. Ongoing administration was allocated to finance operations personnel to maintain financial controls and system configuration.
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ERP Financial | ERP Financial Management |
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2017 | 2017 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, PracticeMax implemented Microsoft 365 for Collaboration across its 400-employee professional services organization in the United States. The Microsoft 365 deployment was positioned to standardize email, real-time meetings, persistent chat, and cloud document management to support client-facing teams and back-office business functions. This implementation links the company, Microsoft 365, Collaboration, and core productivity use cases in a single operational footprint.
The deployment leverages core Microsoft 365 components such as Exchange Online for email, Teams for meetings and chat, SharePoint for intranet and document libraries, OneDrive for user storage, and Office desktop and web applications to enable productivity workflows and document collaboration. PracticeMax applies enterprise identity and access controls and role-based collaboration policies to govern document sharing and internal workflows, aligning Collaboration capabilities with professional services processes. Microsoft 365 is also referenced on the PracticeMax public website, indicating public-facing usage of Microsoft 365 resources alongside internal collaboration tooling.
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Quadient | Legacy | Quadient Neopost OMS-500 | Document Management | Content Management | n/a | 2020 | 2020 |
In 2020, PracticeMax implemented Quadient Neopost OMS-500 to automate generation, grouping and multi-channel delivery of claims and supporting documents. The deployment targeted PracticeMax revenue-cycle and billing operations in the United States and is categorized as Document Management.
The implementation leveraged Quadient Impress Automate for template-driven document composition and batch production, and Quadient Impress Distribute for channel orchestration and distribution rules. The Quadient Neopost OMS-500 lineage is reflected in the use of Impress Automate and Impress Distribute, enabling automated grouping, sorting logic and channel selection for print and electronic delivery.
Operational coverage centered on PracticeMax billing and claims production workflows, where the Document Management solution was embedded into mail production and claims output processes. Configuration focused on automated job scheduling, batch consolidation for claim runs, and automated distribution rules that route outputs to print, postal channels or electronic delivery according to business rules.
Governance changes included centralized template and job definition management, role-based approval for production jobs, and exception handling for nonstandard claims packets. The implementation removed manual printing, sorting and mailing tasks from day-to-day billing operations and established automated audit trails for document production.
PracticeMax reported measured postage and labor savings following the deployment, consistent with the documented outcomes in Quadient’s case study. Quadient Neopost OMS-500, implemented as the Impress family modules, served as the core Document Management platform for PracticeMax revenue-cycle and billing functions.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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CRM | CRM |
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2015 | 2015 |
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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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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Application Firewalls (WAF), DDoS Protection | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at PracticeMax
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by PracticeMax Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from PracticeMax IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the PracticeMax digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD PracticeMax Technographics
PracticeMax is a Professional Services organization based in United States,
with around 400 employees and annual revenues of $50.0 million.
PracticeMax operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Quadient Neopost OMS-500,
covering areas like ERP Financial, Collaboration and Document Management.
PracticeMax has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Microsoft and Quadient.
PracticeMax recently adopted applications including
Microsoft 365 in 2021, Microsoft Azure Cloud Services in 2021 and Lumen Black Lotus Labs in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of PracticeMax’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates PracticeMax’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 PracticeMax technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.