Wiss & Company, LLP
354 Eisenhower Parkway, Suite 1850,
Livingston, 7039, NJ,
United States
Livingston, 7039, NJ,
United States
1 973-994-9400
Professional Services
Wiss & Company, LLP Technographics
Wiss & Company, LLP Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Wiss & Company, LLP and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 210 Wiss & Company, LLP employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Wiss & Company, LLP has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2011, JobDiva ATS for Applicant Tracking System in 2019, DocuSign eSignature for Digital Signing 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 Wiss & Company, LLP is running and its propensity to invest more and deepen its relationship with Intuit , JobDiva , UKG 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 Wiss & Company, LLP revenues, which have grown to $30.0 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 Wiss & Company, LLP 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.
Wiss & Company, LLP Tech Stack and Enterprise Applications
Wiss & Company, LLP ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2011 | 2011 |
In 2011, Wiss & Company, LLP implemented Intuit Quickbooks Enterprise as its ERP Financial application to centralize the firm financials and standardize accounting processes. The deployment was positioned as a firm-wide financial system supporting Wiss & Company’s professional services accounting, billing, and consolidated ledger functions across its United States operations.
Configuration work focused on core ERP Financial capabilities, including general ledger structure, accounts payable, accounts receivable, job costing for professional services engagements, and firm-level financial reporting. The implementation emphasized chart of accounts harmonization, transaction-level audit trails, and configurable reporting to support partner review and regulatory reporting requirements.
Operational scope concentrated on the finance and accounting organization, bringing time and billing outputs into the firm ledger and enabling centralized month-end close workflows and reconciliations. Role-based access controls and accounting workflow standardization were applied to separate duties between staff accountants and partner approvers, and to support auditability and compliance during financial close.
Governance activity included establishing standardized accounting policies, close checklists, and change control for master data such as customer records and job codes. Intuit Quickbooks Enterprise was documented as the appointed ERP Financial system for ongoing financial operations, reporting, and internal control enforcement.
|
Wiss & Company, LLP HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| JobDiva | Legacy | JobDiva ATS | Applicant Tracking System | HCM | n/a | 2019 | 2019 |
In 2019, Wiss & Company, LLP deployed JobDiva ATS, an Applicant Tracking System, embedded on its public careers pages to capture applicants directly from the website. The implementation places JobDiva ATS at the center of the firm’s recruiting workflow, supporting recruiting and HR teams with a single system of record for candidate intake and tracking.
Configuration emphasized career site integration, job posting management, candidate intake forms, resume parsing, candidate tracking workflows and interview scheduling, consistent with Applicant Tracking System functional patterns. Governance was assigned to recruiting leadership and HR for workflow ownership and candidate disposition, standardizing applicant intake and record retention processes while keeping the JobDiva ATS instance surfaceable on the public Wiss careers pages.
|
|
|
|
|
Employee Experience, Employee Engagement | HCM |
|
2023 | 2024 |
|
Wiss & Company, LLP Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Docusign | Legacy | DocuSign eSignature | Digital Signing | Content Management | n/a | 2022 | 2022 |
In 2022, Wiss & Company, LLP deployed DocuSign eSignature as a Digital Signing capability embedded on its public website to enable online execution of client agreements and engagement letters. The implementation leveraged DocuSign eSignature core capabilities including embedded signing, reusable templates, recipient authentication, and auditable transaction logs to support standard contract lifecycle activities. The service was consumed as a cloud-hosted SaaS configuration accessible from client-facing web workflows rather than on-premise software.
Integration work concentrated on embedding DocuSign eSignature into the Wiss website to present signature requests directly to clients and capture signed PDFs and audit trails for compliance. Operational ownership was assigned to client services and administrative teams, with template standardization and signing order workflows configured to enforce consistent contract execution and record retention. Governance focused on configuration controls and transaction logging within DocuSign eSignature to preserve signature validity and evidentiary records for client engagements.
|
Wiss & Company, LLP CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
CRM | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2019 | 2019 |
|
|
|
|
|
Marketing Automation | CRM |
|
2020 | 2020 |
|
|
|
|
|
Sales Automation, CRM, Sales Engagement | CRM |
|
2021 | 2021 |
|
Wiss & Company, LLP PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Transactional Email | PaaS |
|
2019 | 2019 |
|
Wiss & Company, LLP IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2014 | 2014 |
|
|
|
|
|
Application Hosting and Computing Services | IaaS |
|
2020 | 2020 |
|
Wiss & Company, LLP CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
|
|
|
|
Identity and Access Management (IAM) | CyberSecurity |
|
2021 | 2021 |
|
|
|
|
|
Secure Email Gateways (SEGs) | CyberSecurity |
|
2016 | 2016 |
|
IT Decision Makers and Key Stakeholders at Wiss & Company, LLP
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
|
|
Tax Director | Director | Finance | |
|
|
|
Director of Technology / CIO | Director | IT | |
|
|
|
Assistant Controller | Director | Finance | |
|
|
|
Director of Accounting & Auditing | Director | Finance | |
|
Apps Being Evaluated by Wiss & Company, LLP Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Wiss & Company, LLP IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Wiss & Company, LLP digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD Wiss & Company, LLP Technographics
Wiss & Company, LLP is a Professional Services organization based in United States,
with around 210 employees and annual revenues of $30.0 million.
Wiss & Company, LLP operates a diverse technology stack with applications such as
Intuit Quickbooks Enterprise, JobDiva ATS and DocuSign eSignature,
covering areas like ERP Financial, Applicant Tracking System and Digital Signing.
Wiss & Company, LLP has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Intuit, JobDiva and Docusign.
Wiss & Company, LLP recently adopted applications including
UKG Great Place to Work Emprising in 2023, DocuSign eSignature in 2022 and Salesforce Sales Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Wiss & Company, LLP’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Wiss & Company, LLP’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 Wiss & Company, LLP technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.