Decatur, 30032-1224, GA,
United States
Tax Pro South Technographics
Tax Pro South Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Tax Pro South and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Tax Pro South 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 Pro South has purchased the following applications: Refundo for Tax Management in 2019, Microsoft 365 for Collaboration in 2015, Optimizely Intelligence Cloud for Marketing Analytics 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 Pro South is running and its propensity to invest more and deepen its relationship with Refundo , Microsoft , Optimizely 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 Pro South revenues, which have grown to $1.0 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 Pro South 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 Pro South Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Refundo | Legacy | Refundo | Tax Management | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, Tax Pro South integrated Refundo into its Tax Management workflow using TaxSlayer Pro built-in configuration and reporting for Refundo bank products. The integration was positioned to let preparers enroll directly with Refundo and offer refund transfers and refund-advance products to US taxpayers, aligning the Refundo application with core tax preparation and refund processing functions.
TaxSlayer Pro exposure to Refundo includes configuration of Refundo-specific bank report codes and embedded reporting, enabling transaction mapping between tax return records and bank settlement records. Implementation detail signals indicate use of Refundo bank products including NOW advance and RT, with enrollment flows, payment orchestration for refund transfers, and bank report generation used for operational reconciliation.
Operational coverage centered on preparers within the tax preparation workflow offering products to US taxpayers, with governance anchored on enrollment and reporting workflows that map Refundo settlement codes into TaxSlayer Pro reports. The Refundo application was therefore instrumented to support refund product enrollment, payment routing, and bank-level reporting within the Tax Management environment.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Optimizely | Legacy | Optimizely Intelligence Cloud | Marketing Analytics | CRM | n/a | 2018 | 2018 |
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Marketing Automation | CRM |
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2015 | 2015 |
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Tag Management | CRM |
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2015 | 2015 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2015 | 2015 |
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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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2019 | 2019 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2023 | 2023 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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IT Decision Makers and Key Stakeholders at Tax Pro South
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by Tax Pro South Executives
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||