Somerset CPAs, P.C.
3925 River Crossing Pkwy #300,
Indianapolis, 46240, IN,
United States
Indianapolis, 46240, IN,
United States
1 317-472-2200
Banking and Financial Services
Somerset CPAs, P.C. Technographics
Somerset CPAs, P.C. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Somerset CPAs, P.C. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 160 Somerset CPAs, P.C. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Somerset CPAs, P.C. has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2012, Avature CRM for Candidate Relationship Management in 2020, CodeTwo Email Signatures for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Somerset CPAs, P.C. is running and its propensity to invest more and deepen its relationship with Intuit , Avature , Paylocity 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 Somerset CPAs, P.C. revenues, which have grown to $20.0 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 Somerset CPAs, P.C. 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.
Somerset CPAs, P.C. Tech Stack and Enterprise Applications
Somerset CPAs, P.C. 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, Somerset CPAs, P.C. implemented Intuit Quickbooks Enterprise as its core ERP Financial application for firm accounting and client billing operations. The deployment targeted the firm finance function within a 160 person United States based accounting practice in the Banking and Financial Services sector, positioning Intuit Quickbooks Enterprise as the primary system of record for transactional accounting.
Configuration focused on standard ERP Financial capabilities, including general ledger configuration, accounts payable processing, accounts receivable and client billing workflows, consolidated financial reporting, and job costing for engagement level profitability. Intuit Quickbooks Enterprise was configured with role based access and chart of accounts standardization to align interoffice accounting and professional services billing, using modules typical for mid market accounting operations.
Operational coverage emphasized corporate finance and client accounting teams rather than firm wide ERP breadth, with implementation activities targeting month end close, billing cycle automation, and retention of audit trails for client engagements. Recruiting materials explicitly required QuickBooks and or Peachtree experience, indicating staffing and operational continuity expectations tied to Intuit Quickbooks Enterprise expertise.
Governance centered on tightening user permissions, instituting account reconciliations within the application, and standardizing reporting templates for internal and client facing financial outputs. Rollout and support detail was limited in source materials, therefore implementation narratives focus on system configuration, functional scope, and the alignment of Intuit Quickbooks Enterprise to Somerset CPAs, P.C. accounting and client service workflows.
|
Somerset CPAs, P.C. HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Avature | Legacy | Avature CRM | Candidate Relationship Management | HCM | n/a | 2020 | 2020 |
In 2020, Somerset CPAs, P.C. implemented Avature CRM as its Candidate Relationship Management solution and is using Avature CRM on their website to capture and manage candidate interactions. The deployment centers on embedding career site forms and candidate capture workflows into the firm website to route applicant and talent pool data directly into the Avature CRM environment.
Avature CRM at Somerset CPAs, P.C. is configured to support core Candidate Relationship Management capabilities such as candidate profiles and talent pools, pipeline management, career site integration, and automated candidate communications and outreach. The implementation focuses on managing candidate lifecycle workflows consistent with recruiting and talent acquisition functions, and reuses Avature CRM standard orchestration for segmentation and targeted engagement.
Operational ownership is aligned to recruiting and human resources stakeholders and hiring managers who use Avature CRM data for requisition matching and interview scheduling workflows. Governance is enforced through system workflows and data controls within Avature CRM to standardize intake from the website, maintain candidate records, and operationalize recruiting processes across the firm.
|
|
|
|
|
Recruiting, Applicant Tracking System | HCM |
|
2012 | 2012 |
|
Somerset CPAs, P.C. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| CodeTwo | Legacy | CodeTwo Email Signatures | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021, Somerset CPAs, P.C. deployed CodeTwo Email Signatures as a Collaboration solution to centralize email signature management and brand consistency across the firm. Somerset CPAs, P.C. uses CodeTwo Email Signatures on their website as part of a consolidated approach to control outbound email presentation and contact details for client communications.
The implementation uses a central administrative console to author HTML signature templates and enforce rule based policies, providing templating, variable population for user contact blocks, and consistent legal and marketing footers. Configuration is aligned to Collaboration functional workflows, with signatures applied according to policy at the mail processing point or client side depending on deployment choices, and governance defined to maintain template versions and signature rules across the firm. The deployment scope is firm wide and focuses on standardizing corporate communications and external client touch points through the CodeTwo Email Signatures application.
|
Somerset CPAs, P.C. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Customer Experience | CRM |
|
2018 | 2018 |
|
|
|
|
|
Marketing Automation | CRM |
|
2017 | 2017 |
|
Somerset CPAs, P.C. PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
|
Somerset CPAs, P.C. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2016 | 2016 |
|
Somerset CPAs, P.C. CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2017 | 2017 |
|
IT Decision Makers and Key Stakeholders at Somerset CPAs, P.C.
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Principal | Director | Finance | |
|
|
|
Principal | Director | Finance | |
|
|
|
President | CXO | Finance | |
|
|
|
Managing Director, IT | Director | Finance | |
|
Apps Being Evaluated by Somerset CPAs, P.C. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Somerset CPAs, P.C. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Somerset CPAs, P.C. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Somerset CPAs, P.C. Technographics
Somerset CPAs, P.C. is a Banking and Financial Services organization based in United States,
with around 160 employees and annual revenues of $20.0 million.
Somerset CPAs, P.C. operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Avature CRM and CodeTwo Email Signatures,
covering areas like ERP Financial, Candidate Relationship Management and Collaboration.
Somerset CPAs, P.C. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, Avature and CodeTwo.
Somerset CPAs, P.C. recently adopted applications including
CodeTwo Email Signatures in 2021, Elastic Email API in 2021 and Okta Identity Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Somerset CPAs, P.C.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Somerset CPAs, P.C.’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 Somerset CPAs, P.C. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.