AI Buyer Insights:

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Michelin, an e2open customer evaluated Oracle Transportation Management

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Steven L Shapiro Cpa United States Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CFS Legacy CFS TaxTools Tax Management ERP Financial Management n/a 2018 2018
In 2018, Steven L Shapiro Cpa implemented CFS TaxTools to support tax preparation and planning. The Woodland Hills, CA accounting firm deployed CFS TaxTools within its finance and tax function to accelerate tax calculations and automate form generation for clients across the United States. The implementation leverages TaxTools tax-planning and forms utilities, aligning with the Tax Management application category and standard preparation workflows. CFS TaxTools was configured to handle calculation engines and form population processes, streamlining return assembly and tax planning scenarios for small-firm workflows. Operational scope includes the firm’s finance and tax processes and client-facing preparation tasks, with the full application name CFS TaxTools used by preparers to manage filings and planning deliverables. The customer reports improved efficiency and reliable support as primary outcomes.
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CFS Legacy CFS Payroll System Payroll HCM n/a 2019 2019
In 2019, Steven L Shapiro, CPA, Inc. implemented CFS Payroll System for Payroll. The firm is listed among satisfied CFS Payroll users in vendor testimonials and uses the CFS Payroll System to manage small-business payroll, W-2/1099 reporting and related payroll tax processes for clients in Southern California. Module usage aligns with CFS product descriptions and is understood to include LivePayroll for core payroll processing, 941 and 940 filings for federal payroll tax reporting, and W-2 and 1099 generation for year-end reporting. The implementation supports payroll administration and tax compliance business functions across the firm and its small-business client base, with workflows centered on scheduled payroll runs, tax deposit preparation, quarterly and annual reporting, and role-based processing for payroll and tax tasks.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
Survey and Questionnaire Collaboration 2025 2025
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Marketing Analytics CRM 2025 2025
Tag Management CRM 2018 2018
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2013 2013
Application Hosting and Computing Services IaaS 2023 2023
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2019 2019
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2013 2013
Domain Name System (DNS) IaaS 2015 2015
Domain Name System (DNS) IaaS 2023 2023
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2015 2015
Secure Sockets Layer (SSL) CyberSecurity 2014 2014
Secure Sockets Layer (SSL) CyberSecurity 2018 2018
IT Decision Makers and Key Stakeholders at Steven L Shapiro Cpa United States
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Steven L Shapiro Cpa United States Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Steven L Shapiro Cpa United States Technographics

Steven L Shapiro Cpa United States is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

Steven L Shapiro Cpa United States operates a diverse technology stack with applications such as CFS TaxTools, CFS Payroll System and Microsoft 365, covering areas like Tax Management, Payroll and Collaboration.

Steven L Shapiro Cpa United States has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as CFS and Microsoft.

Steven L Shapiro Cpa United States recently adopted applications including ProSites Forms in 2025, Matomo Analytics in 2025 and jsDelivr CDN in 2025, highlighting its ongoing modernization strategy.

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Our research team continuously updates Steven L Shapiro Cpa United States’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

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