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● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

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● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Zurich Insurance Group, a Guidewire ClaimCenter customer evaluated Duck Creek Claims

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● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

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● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Marriott International, an Oracle PeopleSoft ERP customer evaluated Microsoft Dynamics 365 Business Central

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● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● MECCA Australia, a Microsoft Dynamics NAV customer evaluated SAP S/4HANA

● Adelphi University, an ADP Enterprise eTIME customer evaluated Workday Time and Attendance

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Becker Industrie, a Microsoft Dynamics AX customer evaluated Microsoft Dynamics 365 F&O

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

TaxAssist Accountants
Location
Floor 2, Bankside 300,
NorwichA , NR7 0WF,
United Kingdom
Website
https://www.taxassistfranchise.co.uk/
Phone
+44 16 0361 1811
Artw industry
Banking and Financial Services
Employee
Revenue

TaxAssist Accountants Technographics

TaxAssist Accountants Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by TaxAssist Accountants and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 650 TaxAssist Accountants employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that TaxAssist Accountants has purchased the following applications: Satago for AR Automation in 2022, Adobe Learning Manager (formerly Adobe Captivate Prime) for Learning and Development in 2020, Pure Chat for Chatbots and Conversational AI in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems TaxAssist Accountants is running and its propensity to invest more and deepen its relationship with Satago , Intuit , IRIS Software 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 TaxAssist Accountants revenues, which have grown to $100.0 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 TaxAssist Accountants 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.

TaxAssist Accountants Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Satago Legacy Satago AR Automation ERP Financial Management n/a 2022 2022
In 2022, TaxAssist Accountants Holborn implemented Satago to provide AR Automation for client credit control in the United Kingdom. The deployment used Satago to run credit control and automated payment reminder sequences, aligning accounts receivable workflows with automated collections and debtor reconciliation processes. Satago was configured to orchestrate timed payment reminder sequences and reconciliation workflows that target outstanding invoices, supporting core accounts receivable functions and collections case management. The implementation leveraged invoice status tracking and automated reminder cadences to standardize follow up, with configuration focused on creditor aging, debtor-days monitoring, and reconciliation matching to streamline month end processes. Operational scope was the Holborn office within the UK and applied to a client portfolio managed by TaxAssist Accountants, centralizing credit control activity under the firm’s AR function. Governance changes included standardized reminder cadences and reconciled workflow ownership for debtor reconciliation and collections. The engagement resulted in approximately £250k of reconciled debt, and case study reports show roughly 20% improvement in debtor-days with 80% of invoices now paid within 30 days.
ERP Financial ERP Financial Management 2016 2016
ERP Financial ERP Financial Management 2024 2024
Payment Processing ERP Financial Management 2021 2021
Tax Management ERP Financial Management 2018 2018
HCM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Adobe Systems Legacy Adobe Learning Manager (formerly Adobe Captivate Prime) Learning and Development HCM n/a 2020 2021
AI-Powered Application
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Pure Chat Inc Legacy Pure Chat Chatbots and Conversational AI AI-Powered Application n/a 2019 2019
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Collaboration Collaboration 2015 2015
Collaboration Collaboration 2017 2017
Collaboration Collaboration 2021 2021
Collaboration Collaboration 2022 2022
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Document Management Content Management 2018 2018
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Call Tracking and Recording CRM 2015 2015
Customer Experience CRM 2018 2018
Customer Experience CRM 2017 2017
Digital Advertising Platform CRM 2017 2017
Digital Advertising Platform CRM 2017 2017
Marketing Analytics CRM 2024 2024
Marketing Automation CRM 2024 2024
Social Media Management CRM 2022 2022
Tag Management CRM 2015 2015
Tag Management CRM 2021 2021
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2016 2016
Application Performance Management ITSM 2018 2018
Application Performance Management ITSM 2019 2019
IT Service Management ITSM 2022 2022
TRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Governance, Risk and Compliance TRM 2023 2023
PaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Apps Development PaaS 2011 2011
Transactional Email PaaS 2015 2015
Transactional Email PaaS 2018 2018
Transactional Email PaaS 2020 2020
Transactional Email PaaS 2021 2021
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2017 2017
Application Hosting and Computing Services IaaS 2016 2016
Application Hosting and Computing Services IaaS 2014 2014
Application Hosting and Computing Services IaaS 2019 2019
Application Hosting and Computing Services IaaS 2020 2020
Cloud Storage IaaS 2020 2020
Cloud Storage IaaS 2020 2020
Cloud Storage IaaS 2017 2017
Cloud Storage IaaS 2022 2022
Content Delivery Network IaaS 2020 2020
Content Delivery Network IaaS 2013 2013
Content Delivery Network IaaS 2025 2025
Content Delivery Network IaaS 2025 2025
Domain Name System (DNS) IaaS 2020 2020
Domain Name System (DNS) IaaS 2021 2021
CyberSecurity
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Identity and Access Management (IAM) CyberSecurity 2023 2023
Secure Sockets Layer (SSL) CyberSecurity 2021 2021
Secure Web Gateways (SWG) CyberSecurity 2016 2016
IT Decision Makers and Key Stakeholders at TaxAssist Accountants
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by TaxAssist Accountants Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD TaxAssist Accountants Technographics

TaxAssist Accountants is a Banking and Financial Services organization based in United Kingdom, with around 650 employees and annual revenues of $100.0 million.

TaxAssist Accountants operates a diverse technology stack with applications such as Satago, Adobe Learning Manager (formerly Adobe Captivate Prime) and Pure Chat, covering areas like AR Automation, Learning and Development and Chatbots and Conversational AI.

TaxAssist Accountants has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Satago, Adobe Systems and Pure Chat Inc.

TaxAssist Accountants recently adopted applications including Cloudflare CDN in 2025, Cloudflare CDN in 2025 and IRIS Accountancy Suite in 2024, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of TaxAssist Accountants’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates TaxAssist Accountants’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 TaxAssist Accountants technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.