The Tax Institute
Level 37, 100 Miller St,
North Sydney, 2060, NSW,
Australia
North Sydney, 2060, NSW,
Australia
61 2 8223 0000
Banking and Financial Services
The Tax Institute Technographics
The Tax Institute Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by The Tax Institute and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 155 The Tax Institute employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that The Tax Institute has purchased the following applications: Moodle LMS for Learning and Development in 2020, Aptify Association Management Software for Membership Management in 2017, Hubspot Live 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 The Tax Institute is running and its propensity to invest more and deepen its relationship with Moodle , Momentive Software (formerly Community Brands) , HubSpot 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 The Tax Institute 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 The Tax Institute 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.
The Tax Institute Tech Stack and Enterprise Applications
The Tax Institute HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Moodle | Legacy | Moodle LMS | Learning and Development | HCM | n/a | 2020 | 2020 |
In 2020, The Tax Institute deployed Moodle LMS on its public website to centralize member education and professional development delivery. Moodle LMS, classified in the Learning and Development Apps Category, provides the foundation for structured course delivery, enrollment management, assessments, and certification workflows.
Configuration reflects standard Moodle LMS functional modules, including course authoring and sequencing, learner dashboards, timed assessments and quiz engines, SCORM and multimedia content hosting, and certificate generation. Administration is delivered through a central learning administration interface with role based permissions for instructors, content managers, and administrators, enabling course lifecycle management and compliance record keeping.
The Moodle LMS instance is embedded into The Tax Institute website to present a member facing learning portal for continuing professional development, event linked training, and subscription based course access. Operational scope focuses on education and membership functions within the organisation, with governance centered on course approval workflows, learner enrollment policies, and content version control aligned to Learning and Development practices.
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The Tax Institute ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Momentive Software (formerly Community Brands) | Legacy | Aptify Association Management Software | Membership Management | ERP Services and Operations | n/a | 2017 | 2017 |
In 2017, The Tax Institute deployed Aptify Association Management Software from Momentive Software to establish a centralized Association Management platform for membership and education operations. The Aptify Association Management Software implementation concentrated on membership CRM, education enrollment automation, event registration, billing, and contact management capabilities consistent with Association Management solutions. Deployment centralized processes for the education and member services teams, introducing structured enrollment workflows, automated data capture, and consolidated recordkeeping to reduce manual handoffs. The Tax Institute Aptify Association Management Software Association Management relationship supports business functions including education administration, member services, and finance.
The Institute reported that enrollment processing time decreased from 15 minutes to less than five minutes, with over 2,000 enrollments handled each year and a documented saving of at least 10 minutes per enrollment observed in the first few weeks of going live. Operational changes included automation of enrollment workflows, streamlined data entry, and role based access controls for education and membership staff, which reduced transaction steps and administrative overhead. Governance updates aligned procedures to the new system, centralizing administration and standardizing enrollment and invoicing processes across the organization. These implementation details reflect a focus on improving education program administration and member transaction processing through Aptify Association Management Software.
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The Tax Institute AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| HubSpot | Legacy | Hubspot Live Chat | Chatbots and Conversational AI | AI-Powered Application | n/a | 2019 | 2019 |
In 2019, The Tax Institute deployed Hubspot Live Chat on its public website, using Hubspot Live Chat as a Chatbots and Conversational AI capability to support member-facing customer service and marketing engagement. The implementation is centered on a web-embedded chat widget that provides real-time messaging for prospective members and existing subscribers, aligning conversational interactions with customer support and membership services.
The implementation emphasized conversational routing, canned response libraries, session transcript capture, and configured conversation qualifiers to drive follow-up workflows and contact enrichment within the HubSpot environment. Operational ownership sits with digital marketing and membership teams, who manage chat scripts, availability windows, and escalation rules, and the deployment is instrumented for analytics and conversational reporting to inform messaging and triage processes.
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The Tax Institute Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2020 | 2020 |
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The Tax Institute CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Community Management | CRM |
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2017 | 2017 |
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CRM | CRM |
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2018 | 2018 |
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Customer Experience | CRM |
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2016 | 2016 |
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Customer Experience | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2017 | 2017 |
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Marketing Automation | CRM |
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2021 | 2021 |
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PR and Media Communication | CRM |
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2021 | 2021 |
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The Tax Institute 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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2020 | 2020 |
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Transactional Email | PaaS |
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2020 | 2020 |
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The Tax Institute 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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2019 | 2019 |
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Application Hosting and Computing Services | IaaS |
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2017 | 2017 |
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Cloud Storage | IaaS |
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2018 | 2018 |
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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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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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The Tax Institute CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Web Gateways (SWG) | CyberSecurity |
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2012 | 2012 |
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IT Decision Makers and Key Stakeholders at The Tax Institute
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by The Tax Institute Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from The Tax Institute IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the The Tax Institute digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD The Tax Institute Technographics
The Tax Institute is a Banking and Financial Services organization based in Australia,
with around 155 employees and annual revenues of $15.0 million.
The Tax Institute operates a diverse technology stack with applications such as
Moodle LMS, Aptify Association Management Software and Hubspot Live Chat,
covering areas like Learning and Development, Membership Management and Chatbots and Conversational AI.
The Tax Institute has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Moodle, Momentive Software (formerly Community Brands) and HubSpot.
The Tax Institute recently adopted applications including
Hubspot Marketing Automation in 2021, Bench Connect in 2021 and Moodle LMS in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of The Tax Institute’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates The Tax Institute’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 The Tax Institute technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.