Tax Management Associates
6081 East 82nd St, Ste 130,
Indianapolis, 46250-1562, IN,
United States
Indianapolis, 46250-1562, IN,
United States
1 317-841-0309
Professional Services
Tax Management Associates Technographics
Tax Management Associates Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Tax Management Associates and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 Tax Management Associates employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Tax Management Associates has purchased the following applications: Cisco Webex Meetings for Audio Video and Web Conferencing in 2018, Campaign Monitor Email Marketing for Marketing Automation in 2011, Amazon SES for Transactional Email in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Tax Management Associates is running and its propensity to invest more and deepen its relationship with Cisco Systems , Google , 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 Tax Management Associates revenues, which have grown to $25.0 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 Tax Management Associates 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.
Tax Management Associates Tech Stack and Enterprise Applications
Tax Management Associates Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2018 | 2018 |
In 2018, Tax Management Associates implemented Cisco Webex Meetings on their website to provide enterprise Audio Video and Web Conferencing capabilities for client and internal collaboration. The Cisco Webex Meetings deployment was positioned to support client consultations and internal coordination across the professional services firm.
Configuration centered on standard Cisco Webex Meetings capabilities including scheduled meetings, ad hoc meeting creation, host controls, participant management, screen sharing, cloud meeting recording, and meeting security controls such as passwords and waiting room functionality. The Cisco Webex Meetings application was instrumented for web-embedded join flows to enable browser-based access directly from the corporate site.
Operational scope extended across client-facing teams, tax consultants, and internal administrative staff within the United States, aligning meeting provisioning with business functions such as client engagements, project reviews, and virtual training sessions. Governance emphasized centralized host provisioning, meeting scheduling policies, and usage controls to standardize how meetings are created and moderated through the website.
Integrations aligned to common enterprise collaboration workflows, including calendar scheduling and email invitation patterns, while the website-embedded implementation focused on simplifying participant access and consolidating conferencing controls under the Cisco Webex Meetings platform.
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Collaboration | Collaboration |
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2012 | 2012 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Collaboration | Collaboration |
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2022 | 2022 |
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Tax Management Associates CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Campaign Monitor | Legacy | Campaign Monitor Email Marketing | Marketing Automation | CRM | n/a | 2011 | 2011 |
In 2011 Tax Management Associates implemented Campaign Monitor Email Marketing as a Marketing Automation solution to manage email communications and subscriber engagement on their corporate website. The deployment centers on the Campaign Monitor Email Marketing cloud service, with administrative access provisioned to the corporate marketing function and embedded subscription forms placed on the public site to capture opt ins and build mailing lists.
Configuration emphasizes core email marketing capabilities typical of the Marketing Automation category, including responsive template design, segmented subscriber lists, campaign scheduling and send orchestration, A B testing workflows and delivery reporting. Campaign Monitor Email Marketing is used to create and schedule newsletters and client communications, and to maintain subscription preferences and unsubscribe handling within the application.
Operational integration is focused on web to email flows, with embedded signup forms and tracking pixels instrumented on the website to feed campaign lists and engagement metrics back into the Campaign Monitor Email Marketing environment. The implementation covers marketing and client services workflows for outbound communications and centralized campaign management through the vendor console.
Governance was organized around marketing ownership of list hygiene, content approval and consent management, with administrative controls configured in Campaign Monitor Email Marketing to enforce unsubscribe processes and manage user roles. Rollout was executed as a site level embed plus administrator onboarding for marketing staff, enabling ongoing campaign operations without additional on premise infrastructure.
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Marketing Automation | CRM |
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2018 | 2018 |
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Tax Management Associates PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Amazon Web Services (AWS) | Legacy | Amazon SES | Transactional Email | PaaS | n/a | 2018 | 2018 |
In 2018, Tax Management Associates deployed Amazon SES for Transactional Email to handle website-driven outbound messaging. The company integrated Amazon Simple Email Service directly with its public website to send transactional email such as account notifications, password resets, and system generated confirmations, using the full application name Amazon SES within their AWS environment.
The implementation focused on standard Transactional Email capabilities, including SMTP and API based sending, configured bounce and complaint handling, and suppression list management to maintain deliverability. Configuration work included template management and sender authentication workflows consistent with email best practices, and templates were embedded into website application flows to automate message generation.
Operational ownership sits with IT and web operations, who manage SES configuration, sending policies, and monitoring through the AWS account controls and SES console. Governance emphasized centralized template approval and email handling processes to control customer facing communications, with the deployment scoped to website transactional workflows rather than broad marketing campaigns.
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Tax Management Associates 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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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at Tax Management Associates
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Apps Being Evaluated by Tax Management Associates Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Tax Management Associates IT executives and key decision makers. This section highlights Tax Management Associates's latest recorded technology evaluations, including Epic Payer Platform for Core Admin Processing System on 2026-05-19. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Tax Management Associates digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| 2026-05-19 | Tax Management Associates | Evaluated | Epic Systems | Epic Payer Platform | Core Admin Processing System | ERP Services and Operations |
FAQ - APPS RUN THE WORLD Tax Management Associates Technographics
Tax Management Associates is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $25.0 million.
Tax Management Associates operates a diverse technology stack with applications such as
Cisco Webex Meetings, Campaign Monitor Email Marketing and Amazon SES,
covering areas like Audio Video and Web Conferencing, Marketing Automation and Transactional Email.
Tax Management Associates has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Cisco Systems, Campaign Monitor and Amazon Web Services (AWS).
Tax Management Associates recently adopted applications including
Microsoft 365 in 2022, Slack Connect in 2022 and Microsoft Azure Cloud Services in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Tax Management Associates’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Tax Management Associates’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 Tax Management Associates technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.