AI Buyer Insights:

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

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

Michelin, an e2open customer evaluated Oracle Transportation Management

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

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.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2015 2015
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Optimizely Legacy Optimizely Intelligence Cloud Marketing Analytics CRM n/a 2018 2018
Marketing Automation CRM 2015 2015
Tag Management CRM 2015 2015
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2018 2018
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Transactional Email PaaS 2015 2015
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2019 2019
Content Delivery Network IaaS 2015 2015
Content Delivery Network IaaS 2023 2023
Content Delivery Network IaaS 2019 2019
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Secure Email Gateways (SEGs) CyberSecurity 2020 2020

IT Decision Makers and Key Stakeholders at Tax Pro South

First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by Tax Pro South Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Tax Pro South IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Tax Pro South digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD Tax Pro South Technographics
Tax Pro South is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.
Tax Pro South operates a diverse technology stack with applications such as Refundo, Microsoft 365 and Optimizely Intelligence Cloud, covering areas like Tax Management, Collaboration and Marketing Analytics.
Tax Pro South has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Refundo, Microsoft and Optimizely.
Tax Pro South recently adopted applications including Cloudflare CDN in 2023, Barracuda Email Security Gateway in 2020 and Refundo in 2019, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Tax Pro South’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Tax Pro South’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 Pro South technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.