TaxAct
1425 60th St NE #300,
Cedar Rapids, 52402, IA,
United States
Cedar Rapids, 52402, IA,
United States
1 319-373-3600
Professional Services
TaxAct Technographics
TaxAct Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by TaxAct and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 200 TaxAct employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that TaxAct has purchased the following applications: Glia AI Management for Chatbots and Conversational AI in 2021, Microsoft Power BI for Analytics and BI in 2016, Microsoft 365 for Collaboration in 2021 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems TaxAct is running and its propensity to invest more and deepen its relationship with Glia Technologies , Microsoft , Adobe Systems 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 TaxAct revenues, which have grown to $15.0 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 TaxAct 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.
TaxAct Tech Stack and Enterprise Applications
TaxAct AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Glia Technologies | Legacy | Glia AI Management | Chatbots and Conversational AI | AI-Powered Application | n/a | 2021 | 2021 |
In 2021, TaxAct deployed Glia AI Management on its website as a Chatbots and Conversational AI solution. The rollout placed Glia AI Management into the companys public digital channel to deliver conversational assistance for customers seeking account information, filing guidance, and self-service tax support. The initial deployment focused on browser-based engagement rather than back-office automation, aligning the application with front-line customer interaction workflows.
Configuration centered on standard Chatbots and Conversational AI capabilities within Glia AI Management, including intent detection, natural language processing, templated response libraries, conversational routing, and predefined escalation paths to human agents. Administrators implemented intent models and scripted response flows, and instrumented session logging and event-level telemetry inside Glia AI Management to support conversational tuning and content updates.
Operational coverage for the Glia AI Management deployment targeted TaxActs customer support and service functions across the United States. The implementation supported online customer engagement use cases on the website, handling routine queries and routing complex requests to live support when escalation rules were met. Governance emphasized content lifecycle and conversational QA, with ongoing review cycles for response accuracy and policy-aligned escalation procedures.
|
TaxAct Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2016 | 2018 |
In 2016, TaxAct implemented Microsoft Power BI as its Analytics and BI platform to consolidate reporting and business intelligence workflows. The rollout centered on Microsoft Power BI for report authoring and dashboard distribution, combined with SQL Server based ETL and database operational workstreams.
The implementation included a full SSIS life cycle, creating SSIS packages, building, deploying and executing packages in both Development and Production environments to populate reporting datasets. Database work involved creating and configuring the database with filegroups, defining tables with required constraints, and authoring T-SQL objects such as Procedures, Functions, Packages, Triggers, Indexes and Views to support curated analytic models.
Operational and platform responsibilities covered installing, configuring, administering and securing TaxAct production servers that host SQL Server and related services. On the Microsoft Power BI side engineers imported, shaped and transformed data, visualized data, authored reports in Power BI Desktop, scheduled automated refresh of reports and created and shared dashboards based on those reports to serve BI consumers.
Governance and runbook elements emphasized environment segregation between Development and Production, deployment of SSIS packages as part of an ETL pipeline feeding Power BI models, and scheduled refresh governance for report currency. The narrative maps TaxAct Microsoft Power BI Analytics and BI workstreams to data engineering, BI reporting and platform operations without asserting specific outcomes beyond the implemented capabilities.
|
TaxAct Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2021 | 2021 |
In 2021 TaxAct implemented Microsoft 365 to consolidate collaboration and cloud productivity across the organization. TaxAct is a United States professional services firm focused on tax preparation with about 200 employees, and the deployment established Microsoft 365 as the primary Collaboration platform.
The Microsoft 365 deployment provisions core Collaboration capabilities such as enterprise email, cloud file storage and sync, document libraries, and real time chat and meeting tools. Microsoft 365 is present on TaxAct's public web properties according to site source references, indicating use of Microsoft 365 assets in conjunction with the corporate website.
TaxAct Microsoft 365 Collaboration supports internal communications, document collaboration, and cloud productivity for client facing and back office functions. Administration is implemented at the tenant level with Microsoft identity services for access control, group based access, and standard retention and compliance controls, and governance workstreams focused on collaboration policy, content lifecycle, and user provisioning were applied during rollout.
|
TaxAct Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Digital Signing | Content Management |
|
2020 | 2020 |
|
|
|
|
|
Digital Signing | Content Management |
|
2021 | 2021 |
|
|
|
|
|
Web Content Management | Content Management |
|
2021 | 2021 |
|
TaxAct CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Call Center | CRM |
|
2021 | 2021 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2021 | 2021 |
|
|
|
|
|
Digital Advertising Platform | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Analytics | CRM |
|
2021 | 2021 |
|
|
|
|
|
Marketing Automation | CRM |
|
2021 | 2021 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
TaxAct ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
IT Service Management | ITSM |
|
2021 | 2021 |
|
TaxAct PPM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Project Portfolio Management | PPM |
|
2021 | 2021 |
|
TaxAct PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2021 | 2021 |
|
TaxAct IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2021 | 2021 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2020 | 2020 |
|
|
|
|
|
Content Delivery Network | IaaS |
|
2021 | 2021 |
|
TaxAct CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
DDoS Protection | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Web Gateways (SWG) | CyberSecurity |
|
2020 | 2020 |
|
IT Decision Makers and Key Stakeholders at TaxAct
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Director - Data Platforms | Director | IT | |
|
|
|
VP of Finance and Strategic Business Unit CFO | VP | Finance | |
|
|
|
Director - Digital Marketing | Director | Marketing | |
|
|
|
Digital Marketing Manager | Manager | Marketing | |
|
Apps Being Evaluated by TaxAct Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TaxAct IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TaxAct digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD TaxAct Technographics
TaxAct is a Professional Services organization based in United States,
with around 200 employees and annual revenues of $15.0 million.
TaxAct operates a diverse technology stack with applications such as
Glia AI Management, Microsoft Power BI and Microsoft 365,
covering areas like Chatbots and Conversational AI, Analytics and BI and Collaboration.
TaxAct has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Glia Technologies and Microsoft.
TaxAct recently adopted applications including
Glia AI Management in 2021, Microsoft 365 in 2021 and DocuSign eSignature in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of TaxAct’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates TaxAct’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 TaxAct technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.