AI Buyer Insights:

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

Moog, an UKG AutoTime customer evaluated Workday Time and Attendance

Michelin, an e2open customer evaluated Oracle Transportation Management

Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

The Tax Shelter Data, Technology Stack, and Enterprise Applications
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
GoDaddy Legacy GoDaddy Application Hosting and Computing Services IaaS n/a 2021 2021
Application Hosting and Computing Services IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Content Delivery Network IaaS 2022 2022
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2020 2020
Collaboration Collaboration 2022 2022
Online Meeting Scheduling Collaboration 2023 2023
ERP Financial Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
TAXDOME Legacy TaxDome ERP ERP Financial ERP Financial Management n/a 2022 2022 In 2022, The Tax Shelter implemented TaxDome ERP. The TaxDome ERP is deployed as the firm-level ERP Financial platform supporting accounting and practice operations for the 10-person professional services firm in the United States, and it is surfaced on the company website to provide client-facing functionality. The implementation emphasizes core ERP Financial workflows, including bookkeeping and core accounting, invoicing and accounts receivable, billing and payment tracking, document management, client intake and portal access, and workflow automation for recurring tax engagements. Configuration appears focused on small-firm practice management patterns, aligning financial ledgers with client engagement records and basic reporting. Deployment is consistent with a cloud hosted SaaS footprint and is integrated with the public website to present the client portal and intake forms directly to clients. Operational coverage centers on finance and client services teams within the firm, consolidating client records and billing data in a single application used for day to day tax practice operations. Governance and process changes implemented include centralized billing workflows, standardized engagement lifecycle processes, and role based access controls to separate client data and financial functions. The narrative positions TaxDome ERP as the primary ERP Financial system for The Tax Shelter, unifying practice management and financial workflows for a small US based tax services firm.
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Insight Source
Marketing Analytics CRM 2013 2013
Tag Management CRM 2018 2018
IT Decision Makers and Key Stakeholders at The Tax Shelter
First Name Last Name Title Function Department Email Phone
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Apps Being Evaluated by The Tax Shelter Executives
Date Company Status Vendor Product Category Market
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FAQ - APPS RUN THE WORLD The Tax Shelter Technographics

The Tax Shelter is a Professional Services organization based in United States, with around 10 employees and annual revenues of $1.0 million.

The Tax Shelter operates a diverse technology stack with applications such as GoDaddy, Microsoft 365 and TaxDome ERP, covering areas like Application Hosting and Computing Services, Collaboration and ERP Financial.

The Tax Shelter has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as GoDaddy, Microsoft and TAXDOME.

The Tax Shelter recently adopted applications including Calendly in 2023, Amazon EC2 in 2022 and Fastly in 2022, highlighting its ongoing modernization strategy.

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

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