List of Accutech Cheetah TAX Customers
Muncie, 47305, IN,
United States
Since 2010, our global team of researchers has been studying Accutech Cheetah TAX customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Accutech Cheetah TAX for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Accutech Cheetah TAX for Portfolio and Investment Performance and Planning include: Peak Trust Company, a United States based Banking and Financial Services organisation with 45 employees and revenues of $20.0 million, Bath Savings Institution, a United States based Banking and Financial Services organisation with 120 employees and revenues of $15.0 million, First State Bank - Gainesville, TX, a United States based Banking and Financial Services organisation with 56 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using Accutech Cheetah TAX, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Accutech Cheetah TAX customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Bath Savings Institution | Banking and Financial Services | 120 | $15M | United States | Accutech Systems | Accutech Cheetah TAX | Portfolio and Investment Performance and Planning | 2019 | n/a |
In 2019, Bath Savings Institution converted its trust back-office to Accutech Cheetah TAX through a Cheetah BPO engagement. Accutech Cheetah TAX, a Tax Reporting application, was adopted to outsource trade settlements, reconciliations, cost-basis updates and statement rendering across trust operations and finance.
The Cheetah platform was positioned as a BPO-hosted operational layer handling trade settlement processing, reconciliation engines, cost-basis processing and statement rendering modules. Configuration emphasized trust operations and finance workflows, and the project documentation and scope indicate tax-adjacent processing for cost-basis and reporting that supports inferred use of Cheetah's tax-reporting capabilities.
Operational coverage centered on Bath Savings Trust Company, with trust operations and finance moving to an outsourced operating model managed by Cheetah BPO. Governance shifted toward vendor-managed workflows and coordinated change controls between trust operations and finance, and the engagement is documented as delivering increased operational efficiency and cost-effective scalability.
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First State Bank - Gainesville, TX | Banking and Financial Services | 56 | $8M | United States | Accutech Systems | Accutech Cheetah TAX | Portfolio and Investment Performance and Planning | 2024 | n/a |
In 2024, First State Bank - Gainesville, TX converted its trust business to Accutech Cheetah TAX and implemented a unified Cheetah and AssetMark solution in January 2024. This investments/wealth-management (finance) deployment centralized trust accounting and investment management functions under Accutech Cheetah TAX to consolidate transaction, position, and reporting workflows.
Implementation scope focused on trust operations and wealth management workflows, with Accutech Cheetah TAX configured to manage trust accounting ledgers, account-level investment positions, and client reports. The deployment consolidated investment management workflows with AssetMark, creating a single source for portfolio data and transaction processing, and the use of Cheetah tax and reporting capabilities is inferred from the consolidation and stated outcomes.
The unified Cheetah and AssetMark configuration established integrations at the portfolio and account servicing layers to support new-account onboarding and ongoing trust administration. Operational coverage was concentrated on the bank’s trust and investment teams in Gainesville, aligning custody accounting, reporting, and advisory operations.
Governance and rollout were completed in January 2024, centralizing configuration and standardizing reporting templates and account structures to improve operational consistency. The bank reported improved scalability, greater efficiency, and increased new-account traction following the Accutech Cheetah TAX and AssetMark integration.
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Peak Trust Company | Banking and Financial Services | 45 | $20M | United States | Accutech Systems | Accutech Cheetah TAX | Portfolio and Investment Performance and Planning | 2020 | n/a |
In 2020, Peak Trust Company implemented Accutech Cheetah TAX, Apps Category: , to integrate tax-aware portfolio workflows across its Anchorage, United States trust operations. The engagement integrated Smartleaf with Accutech Cheetah TAX to enable tax-optimized, personalized portfolio management and seamless trade execution within investment and portfolio management and tax-optimization finance functions.
Accutech Cheetah TAX was configured to surface tax-sensitive decisioning and to orchestrate trade execution, combining portfolio-level tax optimization with personalized lot selection and automated trade instructions. Configuration emphasis was placed on tax optimization logic, portfolio personalization rules, and reconciliation automation to reduce manual processing and to preserve tax lot integrity across trades.
The Smartleaf and Accutech Cheetah TAX integration established a data orchestration path for model-driven recommendations and tax-aware order routing, operationalizing tax-sensitive portfolio management rather than leaving it as a separate advisory output. Governance adjustments included restructured reconciliation workflows and clarified operational handoffs between investment operations and finance, and the implementation delivered measurable efficiency gains and reduced manual reconciliation as reported by Peak Trust Company.
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