Platform Accounting Group Tech Stack

Accounting firm network blending boutique culture with enterprise infrastructure

Accounting Holladay, Utah 1,001–5,000 employees Founded 2015 Privately Held

Platform Accounting Group operates a multi-office accounting firm network built on Microsoft 365, Redtail CRM, and QuickBooks. The hiring mix skews 95% toward finance and tax roles with minimal engineering headcount, reflecting a professional-services-first model rather than a tech-product one. Active migration projects and pain points cluster around legacy system consolidation and peak-season capacity — operational challenges typical of a scaling franchise network, not product development.

Tech Stack 16 technologies

Core StackQuickBooks Intune Microsoft Exchange Redtail CRM Checkpoint Excel Sage Microsoft 365 Azure Entra ID SharePoint Teams OneDrive PowerShell Windows EDR Microsoft Office

What Platform Accounting Group Is Building

◆Challenges

Retention and growth strategies
Continuing growth
Peak busy season workload
Handling peak busy season
Scaling tax operations
Meeting peak season demand
Migrating legacy systems to cloud
Scaling tax advisory services
Managing growth across multiple offices
Managing staff and client relationships

▲Active Projects

Growth initiatives
Consulting and advisory efforts
Operational strategies
Tax return preparation
Microsoft 365 tenant migration for new firm acquisitions
Retention and growth strategy development
Deploying and managing office firewall configurations
Migrating legacy systems and data to cloud solutions
Manage staff research and training
Staff research, training, and development

Hiring Activity

Minimal140 roles · 8 in 30d

Department

Finance

128

Ops

Tax

Support

Engineering

Seniority

Senior

Manager

Mid

Junior

Staff

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About Platform Accounting Group

Platform Accounting Group is a privately held accounting and professional services network founded in 2015, operating across the United States and Switzerland with 1,001–5,000 employees. The firm combines tax advisory, attest services, outsourced accounting, ERP consulting, and planned wealth management under a unified operating structure while maintaining independent local firm autonomy. Technology spine consists of Microsoft 365 (Teams, SharePoint, Exchange, Entra ID, Intune), QuickBooks, Redtail CRM for client relationship management, and Checkpoint for tax compliance. Current operational focus centers on integrating newly acquired firms through Microsoft 365 tenant migration, lifting legacy systems to cloud infrastructure, and developing repeatable retention and growth playbooks across the network.

HeadquartersHolladay, Utah

Company Size1,001–5,000 employees

Founded2015

Hiring MarketsUnited States, Switzerland

Frequently Asked Questions

What tech stack does Platform Accounting Group use?

Redtail CRM for client management, QuickBooks and Sage for accounting, Checkpoint for tax, Microsoft 365 (Teams, SharePoint, Exchange, Entra ID, Intune), Azure, and EDR tools. Heavy Microsoft enterprise footprint.

What is Platform Accounting Group working on?

Microsoft 365 tenant migrations for acquired firms, legacy system cloud migrations, scaling tax operations, peak-season workload management, staff retention and training programs, and developing multi-office operational playbooks.