San Antonio, 78229, TX,
United States
Rapid Tax Technographics
Rapid Tax Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Rapid Tax and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 130 Rapid Tax employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Rapid Tax has purchased the following applications: Stripe Payments for Payment Processing in 2020, Tax Nitro CRM for CRM in 2023, Google Workspace (Formerly Google G-Suite) for Collaboration in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Rapid Tax is running and its propensity to invest more and deepen its relationship with Stripe , PayPal , Tax Nitro 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 Rapid Tax revenues, which have grown to $25.0 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 Rapid Tax 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.
Rapid Tax Tech Stack and Enterprise Applications
Rapid Tax ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Stripe | Legacy | Stripe Payments | Payment Processing | ERP | n/a | 2020 | 2020 |
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Payment Processing | ERP |
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2020 | 2020 |
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Rapid Tax CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Tax Nitro | Legacy | Tax Nitro CRM | CRM | CRM | n/a | 2023 | 2023 |
In 2023 Rapid Tax implemented Tax Nitro CRM to centralize lead capture, two-way SMS communication, dialer use and appointment reminders as part of its tax-season operations. Rapid Tax is a US tax-prep chain that used the CRM to support booking and client follow-up workflows during peak seasonal demand.
The deployment leveraged core CRM/contact management capabilities together with an SMS module and a built-in dialer and calendar module, reflecting Tax Nitro CRM feature sets. Configuration focused on lead-to-booking workflows, two-way SMS for inbound and outbound client messaging, automated appointment reminders to reduce no-shows, and dialer-driven outreach for booking campaigns.
Operational coverage prioritized client-facing staff and appointment scheduling across tax-season operations, with the CRM serving as the primary booking and contact orchestration system. Tax Nitro CRM was used to align front-line intake with centralized scheduling, enabling consistent contact records and follow-up sequences during busy periods.
Governance changes centered on standardizing appointment reminder templates and sequencing for SMS and dialer outreach, and defining ownership for contact hygiene and booking workflows. According to the vendor testimonial on the Tax Nitro site, Tax Nitro CRM improved bookings and client follow-up for Rapid Tax, reflecting the implemented CRM, SMS, dialer and appointment reminder capabilities.
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Customer Experience | CRM |
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2018 | 2018 |
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Lead Generation | CRM |
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2015 | 2015 |
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Marketing Analytics | CRM |
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2005 | 2005 |
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Marketing Analytics | CRM |
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2018 | 2018 |
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Partner Relationship Management | CRM |
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2005 | 2005 |
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Tag Management | CRM |
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2018 | 2018 |
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Tag Management | CRM |
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2018 | 2018 |
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Rapid Tax Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2017 | 2017 |
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Survey and Questionnaire | Collaboration |
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2019 | 2019 |
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Rapid Tax Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Web Content Management | Content Management |
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2026 | 2026 |
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Rapid Tax ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2017 | 2017 |
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Application Performance Management | ITSM |
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2018 | 2018 |
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Rapid Tax PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2017 | 2017 |
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Apps Development | PaaS |
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2020 | 2020 |
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Rapid Tax 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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2013 | 2013 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2024 | 2024 |
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Cloud Storage | IaaS |
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2026 | 2026 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Rapid Tax CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Security (AppSec) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2011 | 2011 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2019 | 2019 |
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IT Decision Makers and Key Stakeholders at Rapid Tax
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Rapid Tax Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||