Company lists · Data refreshed September 2026
Top 25 Accounting firm document management companies based in Austin, United States
RevenueBase identified 84 accounting firm document management companies headquartered in Austin, United States as of September 2026 and tracks 700 professional contacts across them, including 362 with verified work emails. Across the United States, New York is the largest hub for this category (278 companies); Austin has 84.
This list covers accounting firm document management companies headquartered in Austin, United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 25 largest accounting firm document management companies based in Austin, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 141 contacts → | ||||
Indirect evidence “Capitol Services is a different kind of service company.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 2 | 82 contacts → | ||||
Partial evidence “Atchley & Associates, LLP (A&A) is a full-service public accounting firm committed to providing quality services to our existing clients and creating opportunities for new clients.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 3 | 63 contacts → | ||||
Indirect evidence “Safesite provides secure off-site records and media storage across Texas.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 4 | 41 contacts → | ||||
Strong evidence “Nectain is an AI-first Document Management System revolutionizing daily business operations, freeing up your valuable time for creativity and strategic growth.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 5 | 26 contacts → | ||||
Strong evidence “About Us iNSERViO3 offers the fastest, most reliable and customizable suite of Document Management, Data Solutions and Litigation Support services on the market.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 6 | 22 contacts → | ||||
Indirect evidence “DK Partners, PC is a full service professional firm and one of the longest serving local CPA firms in Austin with more than thirty years of service to the Texas Community.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 7 | 21 contacts → | ||||
Indirect evidence “Our office is located in Austin, Texas.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 8 | 18 contacts → | ||||
Partial evidence “Meador & Jones, LLP, is a locally owned public accounting firm which has been in business in Austin since 1985.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 9 | 18 contacts → | ||||
Partial evidence “Hale CPA Group provides accounting, bookkeeping and tax services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 10 | 18 contacts → | ||||
Partial evidence “Welcome to Treaty Oak, your dedicated partner in navigating the accounting and financial landscape with ease and precision.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 11 | 16 contacts → | ||||
Partial evidence “Scalco Johnson Leahy & Dudek CPAs, PLLC is a certified public accounting firm that provides tax, accounting, and consulting services.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 12 | 12 contacts → | ||||
Indirect evidence “The professionals at our firm have over 80 years of experience helping businesses manage their bookkeeping and taxes and grow through creative practices.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 13 | 11 contacts → | ||||
Indirect evidence “We believe in the value of relationships.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 14 | 9 contacts → | ||||
Partial evidence “We are a full-service accounting firm with three central Texas locations to serve you.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 15 | 8 contacts → | ||||
Indirect evidence “J.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 16 | 8 contacts → | ||||
Partial evidence “Lolley & Associates is a firm of certified public accountants and management consultants with an office in Austin, Texas.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 17 | 8 contacts → | ||||
Indirect evidence “Millan & Company, P.C.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 18 | 7 contacts → | ||||
Indirect evidence “Carlie Bittel, CPA founded Bittel Books & Taxes, PLLC in 2013, and has been working side by side with small businesses, freelance contractors, and fellow entrepreneurs ever since.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 19 | 6 contacts → | ||||
Partial evidence “Full Tax Service is an Accounting company located in 1006 E Yager Ln Ste 105, Austin, Texas, United States.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 20 | 5 contacts → | ||||
Partial evidence “WHEELER, FAIRMAN & KELLEY is an accounting company based out of 6011 W Courtyard Dr, Austin, Texas, United States.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 21 | 5 contacts → | ||||
Partial evidence “With you through every stage of growth Holtzman is a leading certified public accounting firm that helps growing companies realize their full potential through a full suite of…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 22 | 5 contacts → | ||||
Strong evidence “Contego provides offsite data storage including life cycle records and information management services, on and off-site document scanning, data conversion, and secure document…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 23 | 4 contacts → | ||||
Indirect evidence “US & Co.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 24 | 4 contacts → | ||||
Indirect evidence “Allen + O’Rourke aims to provide an all-in-one financial solution for businesses that need top-notch financial expertise without the costly expenses of having an in-house…” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
| 25 | 3 contacts → | ||||
Indirect evidence “At ECM Today is committed to treating our clients and each other with integrity and respect.” Source: RevenueBase Database · checked Sep 27, 2026Thanks. The Data Team will review it. | |||||
RevenueBase Smart Search
RevenueBase Smart Search assesses information from a company’s LinkedIn profile, information supplied directly by the company, its website, and other publicly available sources. It uses that information to rate how closely the company relates to this list’s category: accounting firm document management companies. Every row carries its rating and the description the rating was read from, so each one can be checked rather than taken on trust.
- Strong evidence
- The company's own public description of its business names accounting firm document management companies.
- Partial evidence
- Its own public description names part of accounting firm document management companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name accounting firm document management companies. The match rests on the rest of the company's public profile rather than the one sentence quoted here, so this is the rating to check first.
RevenueBase Smart Search is how these lists are built: RevenueBase's data engine and AI assemble the companies that match a category defined in a user's own words, so a list can be about what companies actually do rather than about whichever industry code they were filed under.
Showing 25 of 84 accounting firm document management companies based in Austin, United States
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Accounting firm document management companies based in Austin, United States at a glance
As of Sep 27, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Austin, so it is reported there. Company counts and contact totals on this page are exact for Austin, over 84 companies.
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among accounting firm document management companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Austin, United States whose own description of what they do matches “accounting firm document management companies”. Matching reads each company's description, not its industry code or its name.
- RevenueBase Smart Search
- RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names accounting firm document management companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
- What we exclude
- Companies whose own description does not clearly place them among accounting firm document management companies, and records with no verified work email. Companies headquartered outside Austin are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 362 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Accounting firm document management companies by metro in the United States
- Accounting firm document management companies in New York278
- Accounting firm document management companies in Houston183
- Accounting firm document management companies in Los Angeles134
- Accounting firm document management companies in Chicago128
- Accounting firm document management companies in Miami123
- Accounting firm document management companies in Atlanta119
- Accounting firm document management companies in Dallas87
- Accounting firm document management companies in San Diego76
- Accounting firm document management companies in Orlando72
- Accounting firm document management companies in Denver66
- Accounting firm document management companies in San Francisco66
- Accounting firm document management companies in Phoenix62
- Accounting firm document management companies in Portland62
- Accounting firm document management companies in Tampa62
- Accounting firm document management companies in Irvine60
- Accounting firm document management companies in Charlotte58
- Accounting firm document management companies in San Antonio53
- Accounting firm document management companies in Las Vegas52
- Accounting firm document management companies in Columbus48
- Accounting firm document management companies in Jacksonville47
- Accounting firm document management companies in Seattle44
- Accounting firm document management companies in Indianapolis42
- Accounting firm document management companies in Boston40
- Accounting firm document management companies in Cincinnati40
- Accounting firm document management companies in Raleigh40
- Accounting firm document management companies in Philadelphia38
- Accounting firm document management companies in Washington38
- Accounting firm document management companies in Boca Raton37
- Accounting firm document management companies in Glendale37
- Accounting firm document management companies in Oklahoma City37
- Accounting firm document management companies in Fort Lauderdale35
- Accounting firm document management companies in San Jose35
- Accounting firm document management companies in Wilmington35
- Accounting firm document management companies in Birmingham33
- Accounting firm document management companies in Fresno33
- Accounting firm document management companies in Omaha33
- Accounting firm document management companies in Pittsburgh33
- Accounting firm document management companies in Albuquerque32
- Accounting firm document management companies in Baltimore32
- Accounting firm document management companies in Columbia31
- Accounting firm document management companies in Coral Gables31
- Accounting firm document management companies in Salt Lake City31
- Accounting firm document management companies in Louisville30
- Accounting firm document management companies in Richmond30
- Accounting firm document management companies in Springfield30
- Accounting firm document management companies in Colorado Springs29
- Accounting firm document management companies in Greenville28
- Accounting firm document management companies in Plano28
- Accounting firm document management companies in Rochester27
- Accounting firm document management companies in Woodland Hills27
- Accounting firm document management companies in Nashville26
- Accounting firm document management companies in Sacramento26
- Accounting firm document management companies in Scottsdale26
- Accounting firm document management companies in Alexandria25
- Accounting firm document management companies in Cleveland25
- Accounting firm document management companies in Tucson25
Frequently asked
What is RevenueBase Smart Search?
RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names accounting firm document management companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.
How many accounting firm document management companies are there based in Austin, United States?
RevenueBase identified 84 accounting firm document management companies headquartered in Austin, United States as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Capitol Services, headquartered in Austin, tops this list with the largest team on record.
Which city in the United States has the most accounting firm document management companies?
New York leads the United States with 278 headquartered companies, followed by Houston (183) and Los Angeles (134). Austin has 84.
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 362 verified decision-maker contacts tracked across these 84 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase Smart Search, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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