SB Partners
3600 Billings Court, Suite 301,
Burlington, L7N 3N6, ON,
Canada
Burlington, L7N 3N6, ON,
Canada
1 289-236-0764
Professional Services
SB Partners Technographics
SB Partners Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by SB Partners and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 80 SB Partners employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that SB Partners has purchased the following applications: Intuit QuickBooks Online for ERP Financial in 2020, Caseware Accomplish for Task Management in 2023, Caseware IDEA for Analytics and BI in 2023 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems SB Partners is running and its propensity to invest more and deepen its relationship with Intuit , CaseWare International , 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 SB Partners revenues, which have grown to $13.0 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 SB Partners 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.
SB Partners Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit QuickBooks Online | ERP Financial | ERP Financial Management | n/a | 2020 | 2020 |
|
HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CaseWare International | Legacy | Caseware Accomplish | Task Management | HCM | n/a | 2023 | 2023 |
In 2023 SB Partners deployed CaseWare Accomplish as part of the CaseWare Essentials suite to standardize audit and assurance engagement workflows and firm-wide Task Management across its Canadian practice. The implementation targeted the assurance practice and engagement teams, positioning CaseWare Accomplish to manage engagement-level tasking, roll forward activity, and collaborative workstreams.
CaseWare Accomplish was configured to apply engagement task lists, assign task ownership, and capture status updates to support year over year roll forwards and repeatable assurance procedures. Configuration emphasized task orchestration and collaborative features typical of Task Management applications, enabling linked task notes and consolidated engagement to-do tracking while aligning with the firm s existing assurance methodologies.
The deployment was delivered as part of the broader CaseWare Essentials suite, keeping CaseWare Accomplish integrated within a consistent toolset for assurance engagements. Operational coverage focused on firm-wide task governance for assurance, with centralized control of engagement templates and task sequencing to enforce consistent workflows across engagements.
According to the CaseWare success story, the rollout produced improved engagement file efficiency and strengthened teamwork across the assurance practice, with easier year over year roll forwards reported by SB Partners. Governance changes centered on standardized task ownership and engagement-level process discipline driven by CaseWare Accomplish and the Essentials suite.
|
Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CaseWare International | Legacy | Caseware IDEA | Analytics and BI | Analytics and BI | n/a | 2023 | 2023 |
In 2023, SB Partners began piloting Caseware IDEA to strengthen its assurance analytics capabilities within the Analytics and BI category. The Burlington, Ontario accounting firm applied the pilot to augment audit and accounting engagement workflows while maintaining its existing desktop engagement processes, with the assurance team identified as the primary operational scope.
SB Partners operates the Caseware Essentials Suite as a hybrid cloud and desktop architecture, combining Caseware Working Papers, Caseware Cloud, Caseware PBC Requests, Caseware SmartSync, Caseware Connector, and Caseware Accomplish, and has initiated a phased rollout of Caseware IDEA. Functional modules in use include engagement management through Caseware Working Papers, cloud-based client collaboration and centralized file storage via Caseware Cloud, workflow orchestration with Caseware Accomplish, secure request and document exchange with Caseware PBC Requests, and data analytics through Caseware IDEA.
Integrations and data motion are explicit components of the implementation, SmartSync synchronizes document copies to prevent version conflicts, and Caseware Connector links data between Working Papers files and Microsoft Word and Excel documents to enable year over year client file rollover. The hybrid architecture centralizes storage and automates engagement processes in Caseware Cloud while preserving desktop editing and local Working Papers workflows, with the assurance team managing engagement file lifecycles and rollover procedures.
Governance and rollout are being executed incrementally, with managers and preparers who had prior Caseware IDEA experience helping to drive adoption and user training noted as straightforward for the firm. The implementation has already reduced file overwrite and duplication issues and simplified year over year data rollover, and it prompted an explicit move toward a hybrid cloud storage model to address growing on premises Working Papers storage requirements.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Collaboration | Collaboration |
|
2023 | 2023 |
|
|
|
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|
Collaboration | Collaboration |
|
2017 | 2017 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Call Tracking and Recording | CRM |
|
2017 | 2017 |
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Marketing Automation | CRM |
|
2010 | 2010 |
|
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|
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Marketing Automation | CRM |
|
2018 | 2018 |
|
|
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|
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Tag Management | CRM |
|
2018 | 2018 |
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PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
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Project Portfolio Management | PPM |
|
2023 | 2023 |
|
TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Risk Management | TRM |
|
2023 | 2023 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Data Migration | PaaS |
|
2023 | 2023 |
|
IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
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Application Hosting and Computing Services | IaaS |
|
2017 | 2017 |
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Content Delivery Network | IaaS |
|
2024 | 2024 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2022 | 2022 |
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|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2018 | 2018 |
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IT Decision Makers and Key Stakeholders at SB Partners
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by SB Partners Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD SB Partners Technographics
SB Partners is a Professional Services organization based in Canada,
with around 80 employees and annual revenues of $13.0 million.
SB Partners operates a diverse technology stack with applications such as
Intuit QuickBooks Online, Caseware Accomplish and Caseware IDEA,
covering areas like ERP Financial, Task Management and Analytics and BI.
SB Partners has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit and CaseWare International.
SB Partners recently adopted applications including
Cloudflare CDN in 2024, Caseware Accomplish in 2023 and Caseware IDEA in 2023,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of SB Partners’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates SB Partners’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 SB Partners technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.