Atlanta, 30318, GA,
United States
Silver Oak Advisors Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by Silver Oak Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Silver Oak Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Silver Oak Advisors has purchased the following applications: Avalara Property Tax for Tax Management in 2023, Google Workspace (Formerly Google G-Suite) for Collaboration in 2020, WordPress for Web Content Management 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 Silver Oak Advisors is running and its propensity to invest more and deepen its relationship with Avalara , Google , Automattic 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 Silver Oak Advisors revenues, which have grown to $3.0 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 Silver Oak Advisors 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.
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avalara | Legacy | Avalara Property Tax | Tax Management | ERP Financial Management | n/a | 2023 | 2023 |
In 2023 Silver Oak Advisors implemented Avalara Property Tax as part of its Tax Management tooling to support client engagements in its finance and tax practice in the United States. Avalara Property Tax was adopted as one of the first professional-services deployments of the solution, with the stated objective of reducing administrative burden while increasing accuracy and reporting for client work.
The implementation centers on automation of tangible personal property renditions, assessment tracking, appeals workflow automation, and multi-location compliance processes. Avalara Property Tax is used to generate and standardize rendition filings, consolidate compliance records across locations, and produce consistent reporting outputs for client deliverables, aligning operational tasks with the firm’s small team structure.
Operational coverage is scoped to Silver Oak Advisors’ finance and tax practice and to client work across the United States. Governance emphasis in the rollout focused on embedding Avalara Property Tax into existing engagement workflows and reporting processes to streamline administrative tasks and improve the accuracy of tax reporting as stated in the vendor announcement.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2020 | 2020 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Automattic | Legacy | WordPress | Web Content Management | Content Management | n/a | 2017 | 2017 |
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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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2014 | 2014 |
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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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs), Archive as a Service (AaaS) | CyberSecurity |
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2014 | 2014 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2020 | 2020 |
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