Knoxville, 37923, TN,
United States
Pugh CPAs Technographics
Pugh CPAs Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pugh CPAs and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 Pugh CPAs employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pugh CPAs has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Microsoft 365 for Collaboration in 2017, CallRail Call Tracking for Call Tracking and Recording in 2019 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pugh CPAs is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , CallRail 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 Pugh CPAs revenues, which have grown to $8.0 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 Pugh CPAs 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.
Pugh CPAs Tech Stack and Enterprise Applications
Pugh CPAs ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2012 | 2012 |
In 2012, Pugh CPAs implemented Intuit Quickbooks Enterprise. The deployment used Intuit Quickbooks Enterprise as the firm level ERP Financial solution to maintain records of financial transactions by establishing accounts and posting transactions across its accounting workflows.
Configuration centered on chart of accounts design and general ledger maintenance to support journal entry creation and transaction posting workflows. Functional capabilities implemented included transaction posting and batch posting processes, receivables and payables ledger management, and bank reconciliation, aligned with standard ERP Financial bookkeeping and accounting function practices. Role based permissions and user security were configured to reflect the firm size, and staff competency requirements specified that accounting personnel must be able to use Quickbooks.
Operational coverage focused on accounting and finance functions across the firm in the United States, supporting bookkeeping, client billing and internal financial reporting. No specific external system integrations were documented, the implementation served as the primary transactional posting and account maintenance system for the firm.
Governance emphasized standardized account structures, documented posting procedures and month end posting controls, with training and documented workflows to ensure consistent use of Intuit Quickbooks Enterprise for ongoing bookkeeping and audit readiness.
|
Pugh CPAs Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2017 | 2017 |
In 2017, Pugh CPAs implemented Microsoft 365 to provide Collaboration capabilities across the firm. The company website references Microsoft 365, confirming a cloud-hosted Microsoft 365 subscription underpins core productivity and collaboration tooling for the organization.
Microsoft 365 is deployed to deliver cloud Exchange email, Office desktop and web applications, SharePoint document management, OneDrive file synchronization, and Teams-based communication and co-authoring, aligning with standard Collaboration workflows for accounting and financial services firms. The implementation appears to be organized around firmwide user provisioning and cloud tenancy architecture, suggesting centralized identity and access controls consistent with Microsoft 365 tenancy patterns. Specific third-party integrations and detailed governance artifacts are not disclosed on the public site, beyond the visible Microsoft 365 presence.
|
Pugh CPAs CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CallRail | Legacy | CallRail Call Tracking | Call Tracking and Recording | CRM | n/a | 2019 | 2019 |
In 2019, Pugh CPAs implemented CallRail Call Tracking on their website to capture inbound call activity. The deployment uses the Call Tracking and Recording application to instrument web pages and surface call source attribution for the firm's client acquisition channels.
Configuration centered on embedding CallRail Call Tracking scripts and provisioning trackable phone numbers for online touchpoints, enabling call session metadata, caller source attribution, and call recording capabilities consistent with the Call Tracking and Recording category. Functional capabilities implemented include dynamic number insertion, inbound call attribution by marketing source, and call detail logging to support marketing analytics and phone-based client intake.
Operational ownership sits with marketing and client services, with the website serving as the primary touchpoint for tracked calls. Governance emphasized call handling workflows and retention of recorded sessions, and reporting was routed into the firm’s marketing measurement and lead routing processes.
|
Pugh CPAs IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2018 | 2018 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2017 | 2017 |
|
Pugh CPAs 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 Pugh CPAs
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Director of Administration | Director | Finance | ||||
| President & Tax Officer | Manager | Finance | ||||
| Chairman | CXO | Finance | ||||
| Bookkeeper | Manager | Finance |
Apps Being Evaluated by Pugh CPAs Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||