Athens, 30606-2508, GA,
United States
The Tax Shelter Technographics
Discover the latest software purchases and digital transformation initiatives being undertaken by The Tax Shelter and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 The Tax Shelter 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 Shelter has purchased the following applications: GoDaddy for Application Hosting and Computing Services in 2021, Microsoft 365 for Collaboration in 2020, TaxDome ERP for ERP Financial in 2022 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 Shelter is running and its propensity to invest more and deepen its relationship with GoDaddy , Amazon Web Services (AWS) , Microsoft 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 Shelter revenues, which have grown to $1.0 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 Shelter 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.
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 | ||
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Application Hosting and Computing Services | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
Insight Source |
|---|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2020 | 2020 | ||
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Collaboration | Collaboration |
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2022 | 2022 |
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Online Meeting Scheduling | Collaboration |
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2023 | 2023 |
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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 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Tag Management | CRM |
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2018 | 2018 |
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| First Name | Last Name | Title | Function | Department | Phone | |
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| Date | Company | Status | Vendor | Product | Category | Market |
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