New York, 10122, NY,
United States
Prager Metis CPAs, LLC Technographics
Prager Metis CPAs, LLC Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Prager Metis CPAs, LLC and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 170 Prager Metis CPAs, 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 Prager Metis CPAs, LLC has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2015, Microsoft 365 for Collaboration in 2015, DocuSign eSignature for Digital Signing in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Prager Metis CPAs, LLC is running and its propensity to invest more and deepen its relationship with Intuit , PayPal , 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 Prager Metis CPAs, LLC revenues, which have grown to $23.0 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 Prager Metis CPAs, 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.
Prager Metis CPAs, LLC Tech Stack and Enterprise Applications
Prager Metis CPAs, LLC ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2015 | 2015 |
In 2015, Prager Metis CPAs, LLC implemented Intuit Quickbooks Enterprise. The Intuit Quickbooks Enterprise deployment served as the firm's ERP Financial platform for centralizing core accounting functions across the organization. The implementation focused on general ledger, accounts payable, accounts receivable, payroll, fixed asset accounting, and financial reporting modules to support the company's service delivery to banking and financial services clients. The deployment targeted finance, billing, payroll, and tax compliance business functions within the firm.
Configuration work emphasized a standardized chart of accounts, role based access controls, and structured month end close workflows to strengthen accounting governance. Intuit Quickbooks Enterprise was configured with multi user controls and reporting suites consistent with ERP Financial environments, enabling structured financial consolidation and period close orchestration. The implementation reflects a mid market ERP Financial deployment sized for an organization of approximately 170 employees, with operational coverage across corporate finance and client billing operations.
|
|
|
|
|
Payment Processing | ERP |
|
2020 | 2020 |
|
Prager Metis CPAs, LLC Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Prager Metis CPAs, LLC implemented Microsoft 365 as a core Collaboration platform. The firm’s public website indicates use of Microsoft 365, confirming the application is part of its cloud-hosted productivity and collaboration stack used across the organization.
Microsoft 365 is deployed to support firmwide email, document management, real-time team collaboration and desktop and web productivity applications. Functional modules aligned with the Collaboration category typically include Exchange for email, SharePoint and OneDrive for document storage and sharing, and Office apps for authoring and co-authoring, which together enable centralized content governance and role-based access controls. Prager Metis CPAs, LLC Microsoft 365 Collaboration supports internal business functions such as accounting, tax, audit and client-facing teams, and is structured to standardize collaboration workflows and access policies across the firm.
|
Prager Metis CPAs, LLC Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2021 | 2021 |
In 2021, Prager Metis CPAs, LLC implemented DocuSign eSignature as its Digital Signing solution on the company website. The deployment configures DocuSign eSignature for embedded signing and envelope management workflows to capture electronic signatures and present client agreements via web forms. The implementation leverages core Digital Signing capabilities such as recipient routing, signature authentication, and audit trail capture to support compliant execution of client documents.
The rollout is scoped to client-facing functions across accounting, tax, and advisory workflows, using website-embedded signing flows to present engagement letters and client consents. Governance was structured around role based access and document retention controls, with standardized signing workflows and evidence capture to maintain consistent recipient sequencing and compliance records. DocuSign eSignature is the explicitly referenced Digital Signing layer used to operationalize client document execution on the public site.
|
Prager Metis CPAs, LLC CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
Prager Metis CPAs, LLC IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
Prager Metis CPAs, LLC CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2017 | 2017 |
|
IT Decision Makers and Key Stakeholders at Prager Metis CPAs, LLC
Apps Being Evaluated by Prager Metis CPAs, LLC Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||