Tax Materials, Inc.
15105 Minnetonka Ind Rd. Suite 221,
Minnetonka, 55345, MN,
United States
Minnetonka, 55345, MN,
United States
1 952-746-5276
Professional Services
Tax Materials, Inc. Technographics
Tax Materials, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Tax Materials, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 30 Tax Materials, Inc. 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 Materials, Inc. has purchased the following applications: Google Workspace (Formerly Google G-Suite) for Collaboration in 2019, Oracle NetSuite CRM for CRM in 2007, Twilio Sendgrid for Transactional Email in 2020 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 Materials, Inc. is running and its propensity to invest more and deepen its relationship with Google , Oracle , Twilio 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 Materials, Inc. 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 Tax Materials, Inc. 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 Materials, Inc. Tech Stack and Enterprise Applications
Tax Materials, Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2019 | 2019 |
In 2019, Tax Materials, Inc. deployed Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The company uses Google Workspace on its website and for internal collaboration, provisioning company email on its domain and managing shared drives, Docs, Sheets, and Calendar workflows to support its professional services operations and tax content management.
The deployment is a cloud-hosted, single-domain SaaS configuration administered through the Google admin console, with user provisioning and role-based access scaled for a 30 person organization. Functional capabilities implemented include Gmail, Drive shared folders, real-time Docs and Sheets collaboration, Calendar scheduling, and centralized account administration, with governance enforced via tenant-level admin controls, group-based access policies, two-step verification, and mobile device management to align with core business functions such as tax content creation, customer support, and finance.
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Tax Materials, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite CRM | CRM | CRM | n/a | 2007 | 2007 |
In 2007, Tax Materials, Inc. implemented Oracle NetSuite CRM as its CRM to centralize client and prospect data for its professional services operations. The deployment served a 30 employee United States based tax publishing and services firm, aligning CRM capabilities with sales, client services, and marketing workflows.
Oracle NetSuite CRM was configured with core CRM modules including contact and account management, opportunity and pipeline tracking, activity management, and reporting and dashboarding, consistent with CRM category functional expectations. Automation of lead capture and activity logging was implemented to standardize outreach and client onboarding processes.
Operational ownership spanned sales and client services with governance processes established for data hygiene, stage progression rules, and centralized account records to support cross functional coordination. The implementation emphasized light weight configuration appropriate for a small professional services firm, and Oracle NetSuite CRM functioned as the central system of record for customer interactions.
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Marketing Automation | CRM |
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2014 | 2014 |
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Tax Materials, Inc. PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Twilio | Legacy | Twilio Sendgrid | Transactional Email | PaaS | n/a | 2020 | 2020 |
In 2020, Tax Materials, Inc. deployed Twilio Sendgrid for Transactional Email on its public website to handle system generated messages. The professional services firm with roughly 30 employees uses Twilio Sendgrid to power website-driven communications from contact form receipts to account and order notifications.
Implementation centered on standard Twilio Sendgrid capabilities such as API and SMTP relay, transactional templates, and event webhooks. Configuration work included sender authentication, template versioning, and suppression list management to align message delivery with operational processes. The full application name Twilio Sendgrid is used in the integration layer between the website and the outbound mail stream.
Operational scope focuses on customer communications and operational notifications originating from the website, covering support inquiries, receipt and confirmation flows, and administrative alerts. Integration is implemented at the application level on the website, using Sendgrid API or SMTP relay to craft and deliver messages, and event webhooks to surface bounces and delivery events back into application logs.
Governance practices described by the implementation include centralized template control, documented sender domains, bounce and suppression handling workflows, and basic deliverability monitoring. The deployment reflects a Transactional Email pattern where Twilio Sendgrid provides the delivery infrastructure while the website controls messaging logic.
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Tax Materials, Inc. 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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2011 | 2011 |
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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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2021 | 2021 |
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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 Tax Materials, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
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Marketing Consultant | Manager | Marketing | |
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Vice President of Marketing and Operations | VP | Marketing | |
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Vice President of Operations | VP | Operations | |
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Apps Being Evaluated by Tax Materials, Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Tax Materials, Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Tax Materials, Inc. digital transformation priorities and AI adoption trends.
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FAQ - APPS RUN THE WORLD Tax Materials, Inc. Technographics
Tax Materials, Inc. is a Professional Services organization based in United States,
with around 30 employees and annual revenues of $3.0 million.
Tax Materials, Inc. operates a diverse technology stack with applications such as
Google Workspace (Formerly Google G-Suite), Oracle NetSuite CRM and Twilio Sendgrid,
covering areas like Collaboration, CRM and Transactional Email.
Tax Materials, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Google, Oracle and Twilio.
Tax Materials, Inc. recently adopted applications including
Amazon EC2 in 2021, Amazon CloudFront in 2021 and Twilio Sendgrid in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Tax Materials, Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Tax Materials, Inc.’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 Materials, Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.