AI Buyer Insights:

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Sareen and Associates CPA Tech Stack and Enterprise Applications

Sareen and Associates CPA ERP
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Intuit Legacy Intuit Quickbooks Enterprise ERP Financial ERP x 2005 2005
In 2005, Sareen and Associates CPA implemented Intuit Quickbooks Enterprise as its ERP Financial solution to centralize accounting operations for the firm. The deployment targeted the practice’s core finance functions and bookkeeping workflows supporting a 60 person CPA firm in the United States. The Intuit Quickbooks Enterprise implementation focused on configuring core financial modules including general ledger, accounts payable, accounts receivable, consolidated financial reporting, and chart of accounts standardization. Configuration work emphasized audit trail capture, transaction-level reporting, and automation of routine close activities consistent with ERP Financial capabilities, with staff experience in Tally, MYOB, QuickBooks, ACL Data Analysis Technology, Peachtree and Comprehensive Accounting System informing chart mappings and validation approaches. Operational coverage included firm accounting, client bookkeeping support, tax processing workflows and financial reporting, with access controls by role and segregation of duties built into system configuration. Governance centered on formalized reconciliation and review workflows to support auditability and compliance, and the implementation was structured to reflect accounting practice operations rather than enterprise manufacturing or inventory workflows.
Sareen and Associates CPA IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Network Solutions Legacy Network Solutions Email & Office Application Hosting and Computing Services IaaS n/a 2013 2013
In 2013, Sareen and Associates CPA implemented Network Solutions Email & Office. Network Solutions Email & Office is provisioned as an Application Hosting and Computing Services solution and is surfaced on the firm website to deliver hosted email and office productivity capabilities. This deployment supports firm communications and client-facing email flows for the banking and financial services practice. The implementation centers on hosted email and cloud office functions typical of Application Hosting and Computing Services, including mailbox hosting, webmail access, and web-hosted document exchange tied to the corporate domain. Architecture is a hosted model managed by Network Solutions with services presented through the sareentax.com site, and configuration focuses on domain-based provisioning and email routing. Operational scope covers firmwide communications and client correspondence, with provisioning and mailbox administration processes adjusted to align with the firm financial services operations.

IT Decision Makers and Key Stakeholders at Sareen and Associates CPA

First Name Last Name Title Function Department Email Phone
President CXO Finance
Director-Business Consulting/Business Development Manager Manager Finance
CPA CXO Finance
Business Development Manager Manager Sales

Apps Being Evaluated by Sareen and Associates CPA Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Sareen and Associates CPA IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Sareen and Associates CPA digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Sareen and Associates CPA Technographics
Sareen and Associates CPA is a Banking and Financial Services organization based in United States, with around 60 employees and annual revenues of $6.0 million.
Sareen and Associates CPA operates a diverse technology stack with applications such as Intuit Quickbooks Enterprise and Network Solutions Email & Office, covering areas like ERP Financial and Application Hosting and Computing Services.
Sareen and Associates CPA has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Intuit and Network Solutions.
Sareen and Associates CPA recently adopted applications including Network Solutions Email & Office in 2013 and Intuit Quickbooks Enterprise in 2005, highlighting its ongoing modernization strategy.
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Our research team continuously updates Sareen and Associates CPA’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.
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