Taproot Foundation
466 Geary Street,
San Francisco, 94102, CA,
United States
San Francisco, 94102, CA,
United States
1 415-359-1423
Non Profit
Taproot Foundation Technographics
Taproot Foundation Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Taproot Foundation and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Taproot Foundation employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Taproot Foundation has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, Microsoft 365 for Collaboration in 2015, Intuit Mailchimp for Marketing Automation 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 Taproot Foundation is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Google 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 Taproot Foundation 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 Taproot Foundation 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.
Taproot Foundation Tech Stack and Enterprise Applications
Taproot Foundation ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011 Taproot Foundation implemented Intuit Quickbooks Enterprise as its core ERP Financial application to consolidate contribution accounting for a 50 person nonprofit operating in the United States. The deployment positioned Intuit Quickbooks Enterprise as the primary financial ledger for gift recording, general ledger activity, accounts receivable and accounts payable functions supporting fundraising and program expense tracking.
Configuration work centered on contribution transaction capture, chart of accounts alignment for nonprofit fund accounting, and report templates used by finance to produce donor statements and audits. At the time the organization relied on QuickBooks spreadsheets to produce thank you letters and fundraising mailings, a manual process that required creating and cleaning up new lists for each mailing, and those spreadsheet-driven workflows were retained pending CRM integration.
The organization identified Salesforce as the key CRM to address list management and constituent engagement, and planned integrations to connect Salesforce with an online donations system and an email marketing program so communications and fundraising capabilities would be interconnected. Operational coverage for these integrations is focused on development and fundraising teams, with finance remaining responsible for gift reconciliation and financial close processes within Intuit Quickbooks Enterprise.
Governance plans emphasize centralized list generation and single-source donor records to reduce manual list cleanup, formal handoffs between fundraising and finance for gift acknowledgment, and data hygiene controls to align CRM contact records with financial contribution records. The narrative centers on aligning Intuit Quickbooks Enterprise ERP Financial functions with donor CRM and digital fundraising channels to create an integrated fundraising to finance workflow.
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Taproot Foundation Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, Taproot Foundation deployed Microsoft 365 as its Collaboration platform. The implementation places Microsoft 365 at the center of staff productivity and external engagement, and Taproot Foundation uses Microsoft 365 on their website. The deployment follows a cloud based SaaS model typical of Microsoft 365, providing organization wide email, calendar, and document collaboration capabilities.
Operational scope covers the nonprofit's core administrative teams, program staff, and volunteer coordination workflows across its United States operations, scaled to a 50 person staff. Governance emphasizes centralized user provisioning, access controls, and content management to align collaboration usage with program workflows. The integration of Microsoft 365 supports business functions including communications, document management, and team coordination, establishing Taproot Foundation Microsoft 365 Collaboration as the primary collaboration environment.
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Collaboration | Collaboration |
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2019 | 2019 |
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Taproot Foundation CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2017 | 2017 |
In 2017, Taproot Foundation implemented Intuit Mailchimp as its Marketing Automation solution. Intuit Mailchimp is embedded on the Taproot Foundation website to capture subscriber signups and to deliver segmented email campaigns that support marketing, communications, and donor outreach functions.
Deployment is web-hosted and focused on site-level embedding of signup forms, audience management, template-driven campaign creation, and automation workflows for triggered messaging. The Intuit Mailchimp implementation emphasizes list segmentation, contact lifecycle management, scheduled campaigns, and built-in reporting to monitor deliverability and engagement trends.
Operational ownership is concentrated in marketing and communications given the organization size of 50 employees, with centralized list governance, permissioned access for campaign creation, and defined approval workflows for outbound messages. Configuration and administration are lightweight and oriented around on-site form capture, subscriber list hygiene, and campaign orchestration using Intuit Mailchimp capabilities.
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Marketing Automation | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2020 | 2020 |
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Taproot Foundation 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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2014 | 2014 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at Taproot Foundation
| First Name | Last Name | Title | Function | Department | Phone | |
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President & CEO | CXO | Finance | |
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Vice President of Product and National Programs | VP | R&D | |
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Vice President, External Affairs & Development | VP | Operations | |
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Director of Finance and Administration | Director | Finance | |
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Apps Being Evaluated by Taproot Foundation Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Taproot Foundation IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Taproot Foundation digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Taproot Foundation Technographics
Taproot Foundation is a Non Profit organization based in United States,
with around 50 employees and annual revenues of $20.0 million.
Taproot Foundation operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, Microsoft 365 and Intuit Mailchimp,
covering areas like ERP Financial, Collaboration and Marketing Automation.
Taproot Foundation has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit and Microsoft.
Taproot Foundation recently adopted applications including
Fastly in 2021, Constant Contact Email Marketing in 2020 and Salesforce Marketing Cloud in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Taproot Foundation’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Taproot Foundation’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 Taproot Foundation technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.