TaxAssist Accountants
Floor 2, Bankside 300,
NorwichAÂ , NR7 0WF,
United Kingdom
NorwichAÂ , NR7 0WF,
United Kingdom
+44 16 0361 1811
Banking and Financial Services
TaxAssist Accountants Technographics
TaxAssist Accountants Technographics, Software Purchases, AI 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 Tech Stack and Enterprise Applications
TaxAssist Accountants ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Satago | Legacy | Satago | AR Automation | ERP | 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.
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ERP Financial | ERP |
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2016 | 2016 |
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ERP Financial | ERP |
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2024 | 2024 |
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Payment Processing | ERP |
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2021 | 2021 |
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Tax Management | ERP |
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2018 | 2018 |
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TaxAssist Accountants 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 |
In 2020, TaxAssist Accountants deployed Adobe Learning Manager (formerly Adobe Captivate Prime) as its centralized learning platform. The implementation targeted Learning and Development to deliver self-service training across the franchise network and to provide structured virtual learning for franchisees and their staff.
The deployment configured Adobe Learning Manager to host the TaxAssist Training Academy catalog and learning paths, including self-paced lessons, pre-recorded courses, live virtual classrooms, searchable course cataloging, onboarding flows, and continuing professional development tracking. Course management and content provisioning were organized to support multiple delivery modes, enabling franchise-specific enrollment, role-based learning paths for new franchisees, and ongoing CPD offerings for experienced accountants.
Operational coverage extended to more than 200 franchisees and their teams, supporting 1,118 learners monthly and consolidating content that had previously been distributed via the corporate intranet. The TaxAssist Training Academy within Adobe Learning Manager contains more than 170 courses and provides over 80 hours of continuing professional development available to franchises, with course volume increased by 28 percent since implementation.
Governance and workflow changes prioritized self-service access and searchable content to reduce reliance on instructor-led sessions and to standardize onboarding and compliance learning. Outcomes reported by TaxAssist include a 58 percent improvement in attendance for virtual learning, virtual delivery saving a month of time per trainer to develop and implement additional courses, and reinforced recruitment and retention support for franchise operations.
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TaxAssist Accountants 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 |
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TaxAssist Accountants Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2015 | 2015 |
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Collaboration | Collaboration |
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2017 | 2017 |
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Collaboration | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2022 | 2022 |
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TaxAssist Accountants Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Document Management | Content Management |
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2018 | 2018 |
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TaxAssist Accountants CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Call Tracking and Recording | CRM |
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2015 | 2015 |
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Customer Experience | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Digital Advertising Platform | CRM |
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2017 | 2017 |
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Marketing Analytics | CRM |
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2024 | 2024 |
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Marketing Automation | CRM |
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2024 | 2024 |
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Social Media Management | CRM |
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2022 | 2022 |
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Tag Management | CRM |
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2015 | 2015 |
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Tag Management | CRM |
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2021 | 2021 |
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TaxAssist Accountants ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2016 | 2016 |
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Application Performance Management | ITSM |
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2018 | 2018 |
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Application Performance Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2022 | 2022 |
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TaxAssist Accountants TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2023 | 2023 |
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TaxAssist Accountants PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Apps Development | PaaS |
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2011 | 2011 |
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Transactional Email | PaaS |
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2015 | 2015 |
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Transactional Email | PaaS |
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2018 | 2018 |
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Transactional Email | PaaS |
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2020 | 2020 |
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Transactional Email | PaaS |
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2021 | 2021 |
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TaxAssist Accountants 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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2017 | 2017 |
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Application Hosting and Computing Services | IaaS |
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2016 | 2016 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2020 | 2020 |
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Cloud Storage | IaaS |
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2017 | 2017 |
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Cloud Storage | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2013 | 2013 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Content Delivery Network | IaaS |
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2025 | 2025 |
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Domain Name System (DNS) | IaaS |
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2020 | 2020 |
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Domain Name System (DNS) | IaaS |
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2021 | 2021 |
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TaxAssist Accountants CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2023 | 2023 |
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Secure Sockets Layer (SSL) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at TaxAssist Accountants
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by TaxAssist Accountants Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from TaxAssist Accountants IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the TaxAssist Accountants digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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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.