Company lists · Data refreshed September 2026

Top 24 Accounting firm document management companies based in New York, United States

Name: Accounting firm document management companies based in New York, United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 27, 2026 278 companies tracked

RevenueBase identified 278 accounting firm document management companies headquartered in New York, United States as of September 2026 and tracks 54,230 professional contacts across them, including 22,444 with verified work emails. Across the United States, New York is the largest hub for this category.

This list covers accounting firm document management companies headquartered in New York, 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review

278Companies

54,230Contacts tracked

22,444Verified emails

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The 24 largest accounting firm document management companies based in New York, United States

Ranked by team size

Top 24 of 278 accounting firm document management companies based in New York, United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to accounting firm document management companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	Kpmg US	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	10001+	45,394 contacts →
	Partial evidence “KPMG is one of the world’s leading professional services firms and the fastest growing Big Four accounting firm in the United States.” Source: RevenueBase Database · checked Sep 27, 2026
2	Citrin Cooperman	Indirect evidence	New York, United StatesHQ checked Sep 27, 2026	1,001-5,000	2,996 contacts →
	Indirect evidence “Citrin Cooperman is one of the nation’s largest and fastest-growing professional services firms.” Source: RevenueBase Database · checked Sep 27, 2026
3	Anchin	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	602 contacts →
	Indirect evidence “Effective July 1, 2026, Anchin combined with Baker Tilly, a leading advisory, tax, and assurance firm with a national and global presence across major U.S.” Source: RevenueBase Database · checked Sep 27, 2026
4	Prager Metis Cpas	Partial evidence	New York, United StatesHQ checked Sep 27, 2026	201-500	467 contacts →
	Partial evidence “Prager Metis CPAs is an independent, full service, public accounting and consulting firm.” Source: RevenueBase Database · checked Sep 27, 2026
5	WISS	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	464 contacts →
	Partial evidence “At Wiss, we believe there’s more to accounting than just balancing the books.” Source: RevenueBase Database · checked Sep 27, 2026
6	Cbiz Marks Paneth	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	501-1,000	289 contacts →
	Indirect evidence “CBIZ Marks Paneth, formerly known as Marks Paneth LLP, joined CBIZ and Mayer Hoffman McCann P.C.(MHM) in January 2022.” Source: RevenueBase Database · checked Sep 27, 2026
7	Friedman LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	203 contacts →
	Partial evidence “Effective September 1, 2022, Friedman LLP is now Marcum – creating one of the most innovative accounting and advisory firms in the U.S.” Source: RevenueBase Database · checked Sep 27, 2026
8	Funaro & CO	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	146 contacts →
	Indirect evidence “Founded in 1947, Funaro & Co.” Source: RevenueBase Database · checked Sep 27, 2026
9	Konnect Books & Taxes- Virtual CFO & USA TAX Consultants	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	145 contacts →
	Indirect evidence “Konnect Books & Taxes, is an International Bookkeeping, Tax & Advisory firm, in the USA, with CPAs & Accountants, ready to help you take care of ALL your numbers.” Source: RevenueBase Database · checked Sep 27, 2026
10	DDK	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	133 contacts →
	Indirect evidence “DDK is dedicated to being more than a CPA firm that focuses solely on minimizing taxes, avoiding penalties, and preparing financial statements.” Source: RevenueBase Database · checked Sep 27, 2026
11	Cloudit Automation & Accounting Services LLC	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	130 contacts →
	Partial evidence “If you are running your own accounting and tax consulting practice, you must like this by all means.” Source: RevenueBase Database · checked Sep 27, 2026
12	Mitchell & Titus, LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	108 contacts →
	Partial evidence “As the largest minority-controlled accounting firm in the United States, Mitchell Titus provides excellence in assurance, advisory and tax services to Fortune organizations…” Source: RevenueBase Database · checked Sep 27, 2026
13	RLN US LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	97 contacts →
	Indirect evidence “RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.” Source: RevenueBase Database · checked Sep 27, 2026
14	Capactix Business Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	92 contacts →
	Partial evidence “We are one of the leading offshore companies that offer the best in the industry staffing solutions to CPAs, accounting firms, and other companies.” Source: RevenueBase Database · checked Sep 27, 2026
15	George Dimov, CPA	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	90 contacts →
	Partial evidence “About us- United States Certified Public Accountant with IRS e-file - Registered IRS Tax Preparer with valid PTIN for all 50 states - 10+ years experience in accounting - 5 star…” Source: RevenueBase Database · checked Sep 27, 2026
16	Rbsm LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	76 contacts →
	Partial evidence “RBSM LLP is a full service public accounting firm with operating offices in New York, NY, Washington, DC, San Francisco, CA, Las Vegas, NV, Athens, Greece, Beijing, China, Mumbai…” Source: RevenueBase Database · checked Sep 27, 2026
17	Fasten Halberstam LLP	Partial evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	75 contacts →
	Partial evidence “Fasten Halberstam LLP is a full service accounting firm offering a broad range of services for a diversified clientele representing a variety of industries.” Source: RevenueBase Database · checked Sep 27, 2026
18	Command Financial	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	201-500	75 contacts →
	Indirect evidence “Command Financial, one of the country’s largest financial printers, offers the latest in fully integrated, technology-based solutions and personalized service related to data…” Source: RevenueBase Database · checked Sep 27, 2026
19	Raich Ende Malter & Co. LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	1,001-5,000	73 contacts →
	Indirect evidence “Exciting news for our firm: Raich Ende Malter & Co.” Source: RevenueBase Database · checked Sep 27, 2026
20	Karma CPA Services LLP	Partial evidence	New York, United StatesHQ checked Sep 27, 2026	51-200	64 contacts →
	Partial evidence “Our accounting team utilizes online technology to help scale up your business by managing your Bookkeeping and Accounting, with a personalized touch.” Source: RevenueBase Database · checked Sep 27, 2026
21	Shanholt Glassman Klein Kramer & Co. CPA	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	60 contacts →
	Indirect evidence “At Shanholt Glassman Klein Kramer & Co, we often use the term "working partner" to describe our long-standing client relationships.” Source: RevenueBase Database · checked Sep 27, 2026
22	Farkouh, Furman & Faccio LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	59 contacts →
	Indirect evidence “Our mission is to become your trusted business advisors, assisting you in every way necessary to help you achieve your financial goals.” Source: RevenueBase Database · checked Sep 27, 2026
23	Lutz And Carr Cpas, LLP	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	51-200	48 contacts →
	Indirect evidence “Since 1950, we have been dedicated to providing quality auditing, tax, and consulting services to a wide range of clients.” Source: RevenueBase Database · checked Sep 27, 2026
24	GC Consultants INC	Indirect evidence	New York, NY, United StatesHQ checked Sep 27, 2026	11-50	43 contacts →
	Indirect evidence “We are a firm of accountants present and active in New York City since 1987.” Source: RevenueBase Database · checked Sep 27, 2026

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 24 of 278 accounting firm document management companies based in New York, United States

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Accounting firm document management companies based in New York, United States at a glance

As of Sep 27, 2026

41.4%Verified-email coverage

195.1Average contacts per company

1-10Median size (employees)

Sep 27, 2026Page data refreshed

Companies by employee count

1-10

158

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

Email recency for this list is measured across the whole United States list rather than for New York, so it is reported there. Company counts and contact totals on this page are exact for New York, over 278 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 New York, 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 New York 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, 22,444 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

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 New York, United States?

RevenueBase identified 278 accounting firm document management companies headquartered in New York, 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?

Kpmg US, headquartered in New York, 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).

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 22,444 verified decision-maker contacts tracked across these 278 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.