AI Buyer Insights:

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● ASGC Group, an Oracle E-Business Suite 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

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

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

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

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

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

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

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

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

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

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

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

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

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

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

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

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Coles Supermarkets, an Oracle Retek POS customer evaluated NCR Voyix Counterpoint

● ASGC Group, an Oracle E-Business Suite 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

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

● Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

● Fluke Corporation, an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● Department Of Homeland Security, an Oracle E-Business Suite customer evaluated SAP S/4HANA Cloud

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

● TJX Companies, an Oracle E-Business Suite customer evaluated Workday Financial

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

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

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

● Ivy Tech Community College, a RNL ScaleFunder customer evaluated Virtuous CRM

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

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

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

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

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

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

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

● City of Richmond, VA, an Oracle E-Business Suite customer evaluated Tyler Munis ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

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

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

● Washington State University, a Workday Time customer evaluated UKG Pro Timekeeping

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

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

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Southern Company, a Hitachi Ventyx FocalPoint customer evaluated AVEVA PI System

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

● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

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

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

Team Tax
Location
40395 Winchester Rd,
Temecula, 92591, CA,
United States
Website
https://www.teamtax.com/
Phone
1 951-308-6444
Artw industry
Banking and Financial Services
Employee
Revenue

Team Tax Technographics

Team Tax Technographics, Software Purchases, AI and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Team Tax and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 18 Team Tax employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Team Tax has purchased the following applications: Microsoft 365 for Collaboration in 2016, CountingWorks PRO for CRM in 2022, Rackspace Cloud for Application Hosting and Computing Services in 2013 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Team Tax is running and its propensity to invest more and deepen its relationship with Microsoft , Salesforce , CountingWorks 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 Team Tax revenues, which have grown to $2.0 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 Team Tax 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.

Team Tax Tech Stack and Enterprise Applications

Team Tax Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2016 2016
Collaboration Collaboration 2022 2022
Team Tax CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
CountingWorks Legacy CountingWorks PRO CRM CRM n/a 2022 2022
Tag Management CRM 2022 2022
Team Tax IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Rackspace Technology Legacy Rackspace Cloud Application Hosting and Computing Services IaaS n/a 2013 2013
Content Delivery Network IaaS 2021 2021

IT Decision Makers and Key Stakeholders at Team Tax

First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts

Apps Being Evaluated by Team Tax Executives

APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Team Tax IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Team Tax digital transformation priorities and AI adoption trends.
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Team Tax Technographics
Team Tax is a Banking and Financial Services organization based in United States, with around 18 employees and annual revenues of $2.0 million.
Team Tax operates a diverse technology stack with applications such as Microsoft 365, CountingWorks PRO and Rackspace Cloud, covering areas like Collaboration, CRM and Application Hosting and Computing Services.
Team Tax has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Microsoft, CountingWorks and Rackspace Technology.
Team Tax recently adopted applications including Slack Connect in 2022, CountingWorks PRO in 2022 and Google Tag Manager in 2022, highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Team Tax’s key decision makers and IT executives, available to Premium subscribers.
Our research team continuously updates Team Tax’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 Team Tax technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.