Walpole & Co., LLP Technology Stack

ShareFile is a secure content collaboration, file sharing and sync solution that supports all the document-centric tasks and workflow needs of small and large businesses. The company also offers cloud-based/on-prem storage, virtual data rooms and client portals. ShareFile is owned by Citrix Systems

Slack is a single workspace that connects users with the people and tools they work with everyday, no matter where they are or what they do.

Cloudflare protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet properties powered by Cloudflare have all traffic routed through its intelligent global network, which gets smarter with each new site added.

Microsoft Forms is an online surveys and polls creator to collect customer feedback, measure employee satisfaction, and organize team events.

Microsoft Office is a suite of desktop productivity applications and client and server software designed for data analysis, presentations and numeric manipulations.

Redtail is a web-based client relationship management solution for the financial advisors.

Sage, the leading supplier of business management solutions to small and medium businesses. Sage CRM directs their sales efforts towards the most profitable, most winnable deals, and helps their enterprise make the most of its selling opportunities. Sage CRM helps to client to plan, execute, and measure the success of marketing campaigns. It becomes much easier to get the right messages to the right people at the right time, eliminating guesswork, and making the best use of their marketing resources.

Sage Group provides small and medium sized company business management software and services.

Sage 100 is an easy, affordable and customizable business management solution

Sage 500 is a complete enterprise management solution that was developed to help progressive companies streamline operations, manage with insight, and springboard to the next level.

SAP Crystal is a business intelligence application marketed to small- and medium-sized businesses by SAP.

SAP Crystal Reports offers easy-to-use BI and reporting tool to design and deliver meaningful business reports.

SAP Crystal solutions include analytics and reporting software solutions for small and midsize businesses.