List of CFS TaxTools Customers
Simi Valley, 93065-2828, CA,
United States
Since 2010, our global team of researchers has been studying CFS TaxTools 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 CFS TaxTools for Tax Management 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 CFS TaxTools for Tax Management include: Steven L Shapiro Cpa United States, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million, Thomas Schweickert, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using CFS TaxTools, 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 CFS TaxTools 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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Steven L Shapiro Cpa United States | Professional Services | 10 | $1M | United States | CFS | CFS TaxTools | Tax Management | 2018 | n/a |
In 2018, Steven L Shapiro Cpa implemented CFS TaxTools to support tax preparation and planning. The Woodland Hills, CA accounting firm deployed CFS TaxTools within its finance and tax function to accelerate tax calculations and automate form generation for clients across the United States. The implementation leverages TaxTools tax-planning and forms utilities, aligning with the Tax Management application category and standard preparation workflows.
CFS TaxTools was configured to handle calculation engines and form population processes, streamlining return assembly and tax planning scenarios for small-firm workflows. Operational scope includes the firm’s finance and tax processes and client-facing preparation tasks, with the full application name CFS TaxTools used by preparers to manage filings and planning deliverables. The customer reports improved efficiency and reliable support as primary outcomes.
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Thomas Schweickert | Professional Services | 10 | $1M | United States | CFS | CFS TaxTools | Tax Management | 2018 | n/a |
In 2018, Thomas Schweickert implemented CFS TaxTools for Tax Management in his small Walnut Creek, California tax practice. The deployment targets the firm’s finance and tax process area and supports tax preparation, tax planning, and payroll-related calculations for US clients within a single-office professional services environment.
CFS TaxTools was configured to leverage the vendor’s tax utilities and form modules to automate routine calculation workflows and to populate federal and state form templates, aligning application capabilities with the firm’s tax preparation and planning activities. Functional usage centers on calculation accuracy, form generation, and payroll-related tax computations, with the application serving as the primary toolset for preparers and tax staff handling client returns.
Operational coverage is firm-wide at the Walnut Creek site, focused on US client engagements and everyday tax operations rather than enterprise-scale integration. Governance emphasized standardizing tax workflows and review steps, and the firm reports time savings and greater accuracy in tax work following the CFS TaxTools implementation.
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