Citrin Cooperman Tech Stack

Mid-market accounting, tax, and advisory firm with 3,300+ professionals

Professional Services New York 1,001–5,000 employees Founded 1979 Privately Held

Citrin Cooperman is a 1,000+ person professional services firm built around accounting, tax, audit, and wealth management for mid-market companies and high-net-worth individuals. The tech stack reveals a Microsoft-first environment (Dynamics 365, Power Platform, Azure, Fabric) paired with specialized accounting tools (CCH Axcess, Caseware, NetSuite, Workiva), and active adoption of Power Automate and Dynamics 365 signals ongoing automation of manual workflows. The hiring mix is heavily finance and tax weighted, with projects focused on Workiva implementation, legacy data migration, and M&A integration—consistent with firms managing client consolidations and system modernizations.

Tech Stack 65 technologies

Core StackQuickBooks Dynamics 365 Power Platform Jira NetSuite Power BI Power Apps Power Automate Xero Adobe Creative Cloud Adobe Illustrator CCH Axcess Microsoft Office Caseware Excel Word Microsoft 365 Azure CaseWare Avalara Prism Workiva Microsoft Dynamics 365 Business Central Microsoft Fabric Dataverse Intacct Outlook PowerPoint InDesign Photoshop+35 more

AdoptingPower Automate Dynamics 365

What Citrin Cooperman Is Building

◆Challenges

Data migration from legacy systems
Tax issue resolution
Manual handling of data
Converting customers to new accounting systems
Managing multiple client engagements
Cleaning up clients' books and records
Financial reporting automation
Streamlining pbc requests
Complex gift and estate tax returns
Intercompany reconciliation challenges

▲Active Projects

Workiva configuration for financial reporting
Data migration from legacy systems
M&a personnel and benefits integration
Onboarding new clients
Security upgrades
Renovations
Integration projects
Workiva implementation projects
Pre-sales activities
Offshore delivery model evolution

Hiring Activity

Steady170 roles · 60 in 30d

Department

Finance

Tax

Engineering

Advisory

Audit

Ops

Support

Sales

Seniority

Intern

Director

Senior

Manager

Junior

Staff

Mid

Notable leadership hires: Audit Director, Tax Director, Implementation Director, Director

Company intelligence

Find more companies like Citrin Cooperman by tech stack, pain points and active projects

Get started free

About Citrin Cooperman

Citrin Cooperman operates as one of the largest professional services firms in the US, serving middle-market companies and high-net-worth individuals across accounting, audit, tax, consulting, valuation, forensic analysis, wealth management, transaction advisory, and cyber security. The firm maintains over 30 offices and employs more than 3,300 professionals, delivering integrated advisory throughout the client lifecycle. Core pain points center on legacy data migration, manual accounting processes, and complexity in financial reporting automation—challenges that drive active projects in Workiva configuration, system consolidation, and client onboarding workflows. The firm operates as separate legal entities (Citrin Cooperman & Company, LLP and Citrin Cooperman Advisors LLC) under an alternative practice structure and is a member of Moore North America's network.

HeadquartersNew York

Company Size1,001–5,000 employees

Founded1979

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does Citrin Cooperman use?

Microsoft-dominated: Dynamics 365, Power Platform, Azure, Microsoft Fabric, and Office 365. Accounting-specific: CCH Axcess, Caseware, NetSuite, Workiva, Avalara, and QuickBooks. Actively adopting Power Automate and Dynamics 365 for automation.