Company lists · Data refreshed November 2026
Top 25 Tax planning software companies worldwide
RevenueBase identified 322 company matches for tax planning software companies worldwide as of November 2026 and tracks 7,613 professional contacts across them, including 2,891 with verified work emails. The United States is the largest market and Sao Paulo the largest hub.
This list covers company matches for tax planning software companies worldwide, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 2026. Country and city lists for tax planning software companies follow the table.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, 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 tax planning software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,665 contacts → | ||||
Exact match “Wolters Kluwer Tax & Accounting U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 2 | 579 contacts → | ||||
Exact match “Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 3 | 330 contacts → | ||||
Exact match “Winman Software India LLP, based in Mangaluru, is engaged in developing and distributing standardized software products with a special focus on income tax software for the Indian…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 4 | 309 contacts → | ||||
Exact match “TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 5 | 259 contacts → | ||||
Exact match “SNI is a Computer Technology Corporation providing Tax Compliance and Regulatory Reporting softwares, interfaces and technologies around the world.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 6 | 248 contacts → | ||||
Exact match “A Reforma Tributária já começou.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 7 | 247 contacts → | ||||
Exact match “Providing tax preparation products and solutions to the accounting profession to increase productivity.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 8 | 208 contacts → | ||||
Exact match “Inventyv Software Services Pvt.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 9 | 206 contacts → | ||||
Exact match “Instead is where tax work gets done.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 10 | 195 contacts → | ||||
Exact match “Systax: The Evolution of Tax Intelligence.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 11 | 187 contacts → | ||||
Exact match “Desde 2009, oferecemos soluções inteligentes que aprimoram a rotina de trabalho de profissionais contábeis e tributários, auxiliando na identificação de inconsistências e…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 12 | 184 contacts → | ||||
Exact match “Wolters Kluwer, TAA North America US Small Firms is part of Wolters Kluwer Tax & Accounting.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 13 | 165 contacts → | ||||
Exact match “Agenda ist einer der führenden Software-Anbieter für die steuer- und wirtschaftsberatenden Berufe.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 14 | 140 contacts → | ||||
Exact match “Wolters Kluwer Tax & Accounting Canada is a leading provider of expert solutions for tax, accounting, and audit professionals, offering industry-leading resources that utilize…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 15 | 138 contacts → | ||||
Exact match “CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 16 | 111 contacts → | ||||
Exact match “april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 17 | 109 contacts → | ||||
Exact match “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 18 | 88 contacts → | ||||
Exact match “We are game changers.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 19 | 86 contacts → | ||||
Exact match “Declarando es el software con asesoría fiscal que ayuda a los autónomos a ahorrar en impuestos.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 20 | 67 contacts → | ||||
Exact match “Iedereen heeft recht op een optimale fiscale aangifte.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 21 | 61 contacts → | ||||
Exact match “Formations is a predictive tax management solution for the self-employed.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 22 | 56 contacts → | ||||
Exact match “Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 23 | 45 contacts → | ||||
Exact match “At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 24 | 43 contacts → | ||||
Exact match “Somos empresa de tecnologia especializada em criar soluções para profissionais da área tributária.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
| 25 | 38 contacts → | ||||
Exact match “Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “tax planning software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 322 tax planning software companies worldwide
See the full list, filter by size, metro and specialty, and access 2,891 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Tax planning software companies worldwide at a glance
As of Nov 5, 2026Companies by employee count
Email recency is reported on each country list linked below.
How this list was built
The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- Coverage
- Every country. Country and city lists for tax planning software companies are linked below.
- What qualifies
- Company records worldwide whose business descriptions match “tax planning software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
- RevenueBase SmartSearch
- Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
- Public preview
- The public preview omits records without a verified work email. Dataset totals and geographic summaries describe the full matched records before these preview filters.
- Match quality
- RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
- 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 displayed company carries at least one verified work email. RevenueBase tracks 2,891 professional contacts with verified work emails across the full matched dataset. 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 November 5, 2026. Lists refresh periodically as the graph is re-checked.
- Record context
- Company records and descriptions can change. Check the company's website for its current services and locations.
Tax planning software companies by location
3 lists · largest firstEvery Tax planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Frequently asked
What is RevenueBase SmartSearch?
RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “tax planning software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax planning software companies are there worldwide?
RevenueBase identified 322 company matches for tax planning software companies worldwide as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.
What is the largest company on this list?
Wolters Kluwer TAX & Accounting US tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which country has the most tax planning software companies?
The United States leads with 149 companies, followed by Brazil (49) and Germany (49). Every tax planning software companies list by country and city is linked on this page.
Which city has the most tax planning software companies?
Sao Paulo leads with 7 company records, followed by Columbus (5) and Los Angeles (5).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 2,891 professional contacts with verified work emails tracked across these 322 companies; direct dials are available where recorded.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 2026.
Ready to reach these companies? Verified emails and direct dials for all 322 tax planning software companies worldwide. Start with a free account, no credit card.
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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 SmartSearch, 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.
More company lists
Company intelligence · public preview
Top 25 tax planning software companies worldwide
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 322 matching company records for tax planning software companies worldwide, with 7,613 tracked contacts and 2,891 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax planning software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Wolters Kluwer TAX & Accounting USwolterskluwer.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,665 contacts → |
“Wolters Kluwer Tax & Accounting U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Drake Softwaredrakesoftware.comHQ: Franklin, United StatesReported employees: 501-1,000 | Franklin, United States | 501-1,000 | Exact match | 579 contacts → |
“Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Winman Software India LLPwinmansoftware.comHQ: Mangaluru, IndiaReported employees: 201-500 | Mangaluru, India | 201-500 | Exact match | 330 contacts → |
“Winman Software India LLP, based in Mangaluru, is engaged in developing and distributing standardized software products with a special focus on income tax software for the Indian…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  TAX Technologies, INCtaxtechnologies.comHQ: Long Island City, NY, United StatesReported employees: 201-500 | Long Island City, NY, United States | 201-500 | Exact match | 309 contacts → |
“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  SNIsnitechnology.netHQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 259 contacts → |
“SNI is a Computer Technology Corporation providing Tax Compliance and Regulatory Reporting softwares, interfaces and technologies around the world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  ROITroit.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 248 contacts → |
“A Reforma Tributária já começou.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Sureprep India Pvt.Ltdsureprep.comHQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 247 contacts → |
“Providing tax preparation products and solutions to the accounting profession to increase productivity.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Inventyv Software Services Pvt. LTDinventyv.comHQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 208 contacts → |
“Inventyv Software Services Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Insteadinstead.comHQ: San Francisco, FL, United StatesReported employees: 51-200 | San Francisco, FL, United States | 51-200 | Exact match | 206 contacts → |
“Instead is where tax work gets done.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Systaxsystax.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 195 contacts → |
“Systax: The Evolution of Tax Intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  E-Auditoriae-auditoria.com.brHQ: Juiz De Fora, BrazilReported employees: 51-200 | Juiz De Fora, Brazil | 51-200 | Exact match | 187 contacts → |
“Desde 2009, oferecemos soluções inteligentes que aprimoram a rotina de trabalho de profissionais contábeis e tributários, auxiliando na identificação de inconsistências e…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: United StatesReported employees: 10001+ | United States | 10001+ | Exact match | 184 contacts → |
“Wolters Kluwer, TAA North America US Small Firms is part of Wolters Kluwer Tax & Accounting.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Agenda Informationssysteme Gmbh & Co. KGagenda-software.deHQ: Rosenheim, GermanyReported employees: 201-500 | Rosenheim, Germany | 201-500 | Exact match | 165 contacts → |
“Agenda ist einer der führenden Software-Anbieter für die steuer- und wirtschaftsberatenden Berufe.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Wolters Kluwer Canadawolterskluwer.caHQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 140 contacts → |
“Wolters Kluwer Tax & Accounting Canada is a leading provider of expert solutions for tax, accounting, and audit professionals, offering industry-leading resources that utilize…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  Crosslink Professional TAX Solutionscrosslinktax.comHQ: Lathrop, CA, United StatesReported employees: 51-200 | Lathrop, CA, United States | 51-200 | Exact match | 138 contacts → |
“CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  APRILgetapril.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 111 contacts → |
“april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Holistiplanholistiplan.comHQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 109 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | TAX Systemstaxsystems.com HQ: Staines-Upon-Thames Middlesex, United KingdomReported employees: 51-200 | Staines-Upon-Thames Middlesex, United Kingdom | 51-200 | Exact match | 88 contacts → |
“We are game changers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  Declarandodeclarando.esHQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 86 contacts → |
“Declarando es el software con asesoría fiscal que ayuda a los autónomos a ahorrar en impuestos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  Nextensnextens.nlHQ: Amsterdam, NetherlandsReported employees: 51-200 | Amsterdam, Netherlands | 51-200 | Exact match | 67 contacts → |
“Iedereen heeft recht op een optimale fiscale aangifte.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  Formationsformationscorp.comHQ: Kirkland, WA, United StatesReported employees: 51-200 | Kirkland, WA, United States | 51-200 | Exact match | 61 contacts → |
“Formations is a predictive tax management solution for the self-employed.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Arvo Techarvotech.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 56 contacts → |
“Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  GELTjoingelt.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 45 contacts → |
“At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Taxceltaxcel.com.brHQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 43 contacts → |
“Somos empresa de tecnologia especializada em criar soluções para profissionais da área tributária.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Corveecorvee.comHQ: Ft. Lauderdale, United StatesReported employees: 11-50 | Ft. Lauderdale, United States | 11-50 | Exact match | 38 contacts → |
“Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 322 company matches
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Tax planning software companies: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
320 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 322 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Tax planning software companies by location
3 lists · largest firstEvery Tax planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for tax planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax planning software companies did RevenueBase find worldwide?
The saved snapshot records 322 matching company records, 7,613 tracked contacts and 2,891 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
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Cite this list
RevenueBase Data Team. Top 25 tax planning software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/tax-planning-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
Company intelligence · public preview
Top 25 tax planning software companies worldwide
RevenueBase records 322 matching company records for tax planning software companies worldwide, with 7,613 tracked contacts and 2,891 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: November 5, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax planning software companies worldwide
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Wolters Kluwer TAX & Accounting USwolterskluwer.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,665 contacts → |
“Wolters Kluwer Tax & Accounting U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Drake Softwaredrakesoftware.com HQ: Franklin, United StatesReported employees: 501-1,000 | Franklin, United States | 501-1,000 | Exact match | 579 contacts → |
“Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Winman Software India LLPwinmansoftware.com HQ: Mangaluru, IndiaReported employees: 201-500 | Mangaluru, India | 201-500 | Exact match | 330 contacts → |
“Winman Software India LLP, based in Mangaluru, is engaged in developing and distributing standardized software products with a special focus on income tax software for the Indian…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | TAX Technologies, INCtaxtechnologies.com HQ: Long Island City, NY, United StatesReported employees: 201-500 | Long Island City, NY, United States | 201-500 | Exact match | 309 contacts → |
“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | SNIsnitechnology.net HQ: Istanbul, TürkiyeReported employees: 51-200 | Istanbul, Türkiye | 51-200 | Exact match | 259 contacts → |
“SNI is a Computer Technology Corporation providing Tax Compliance and Regulatory Reporting softwares, interfaces and technologies around the world.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | ROITroit.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 248 contacts → |
“A Reforma Tributária já começou.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Sureprep India Pvt.Ltdsureprep.com HQ: Mumbai, IndiaReported employees: 501-1,000 | Mumbai, India | 501-1,000 | Exact match | 247 contacts → |
“Providing tax preparation products and solutions to the accounting profession to increase productivity.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Inventyv Software Services Pvt. LTDinventyv.com HQ: Ahmedabad, IndiaReported employees: 201-500 | Ahmedabad, India | 201-500 | Exact match | 208 contacts → |
“Inventyv Software Services Pvt.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Insteadinstead.com HQ: San Francisco, FL, United StatesReported employees: 51-200 | San Francisco, FL, United States | 51-200 | Exact match | 206 contacts → |
“Instead is where tax work gets done.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Systaxsystax.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 195 contacts → |
“Systax: The Evolution of Tax Intelligence.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | E-Auditoriae-auditoria.com.br HQ: Juiz De Fora, BrazilReported employees: 51-200 | Juiz De Fora, Brazil | 51-200 | Exact match | 187 contacts → |
“Desde 2009, oferecemos soluções inteligentes que aprimoram a rotina de trabalho de profissionais contábeis e tributários, auxiliando na identificação de inconsistências e…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: United StatesReported employees: 10001+ | United States | 10001+ | Exact match | 184 contacts → |
“Wolters Kluwer, TAA North America US Small Firms is part of Wolters Kluwer Tax & Accounting.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Agenda Informationssysteme Gmbh & Co. KGagenda-software.de HQ: Rosenheim, GermanyReported employees: 201-500 | Rosenheim, Germany | 201-500 | Exact match | 165 contacts → |
“Agenda ist einer der führenden Software-Anbieter für die steuer- und wirtschaftsberatenden Berufe.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Wolters Kluwer Canadawolterskluwer.ca HQ: Toronto, ON, CanadaReported employees: 201-500 | Toronto, ON, Canada | 201-500 | Exact match | 140 contacts → |
“Wolters Kluwer Tax & Accounting Canada is a leading provider of expert solutions for tax, accounting, and audit professionals, offering industry-leading resources that utilize…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | Crosslink Professional TAX Solutionscrosslinktax.com HQ: Lathrop, CA, United StatesReported employees: 51-200 | Lathrop, CA, United States | 51-200 | Exact match | 138 contacts → |
“CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | APRILgetapril.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 111 contacts → |
“april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Holistiplanholistiplan.com HQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 109 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | TAX Systemstaxsystems.com HQ: Staines-Upon-Thames Middlesex, United KingdomReported employees: 51-200 | Staines-Upon-Thames Middlesex, United Kingdom | 51-200 | Exact match | 88 contacts → |
“We are game changers.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Declarandodeclarando.es HQ: Madrid, SpainReported employees: 51-200 | Madrid, Spain | 51-200 | Exact match | 86 contacts → |
“Declarando es el software con asesoría fiscal que ayuda a los autónomos a ahorrar en impuestos.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | Nextensnextens.nl HQ: Amsterdam, NetherlandsReported employees: 51-200 | Amsterdam, Netherlands | 51-200 | Exact match | 67 contacts → |
“Iedereen heeft recht op een optimale fiscale aangifte.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | Formationsformationscorp.com HQ: Kirkland, WA, United StatesReported employees: 51-200 | Kirkland, WA, United States | 51-200 | Exact match | 61 contacts → |
“Formations is a predictive tax management solution for the self-employed.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Arvo Techarvotech.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 56 contacts → |
“Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | GELTjoingelt.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 45 contacts → |
“At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Taxceltaxcel.com.br HQ: São Paulo, BrazilReported employees: 11-50 | São Paulo, Brazil | 11-50 | Exact match | 43 contacts → |
“Somos empresa de tecnologia especializada em criar soluções para profissionais da área tributária.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Corveecorvee.com HQ: Ft. Lauderdale, United StatesReported employees: 11-50 | Ft. Lauderdale, United States | 11-50 | Exact match | 38 contacts → |
“Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded description excerpt · November 5, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 322 company matches
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Tax planning software companies: dataset insights
November 5, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
320 records in the displayed employee bands.
2 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
Email recency for this list is measured across the whole country list rather than for Worldwide, so it is reported there. Company counts and contact totals on this page are exact for Worldwide, over 322 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: November 5, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Tax planning software companies by location
3 lists · largest firstEvery Tax planning software companies list RevenueBase publishes, by country and city. Counts are matching companies in each list as of its own refresh date.
Countries
Questions about this company list
What does Exact match mean for tax planning software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax planning software companies did RevenueBase find worldwide?
The saved snapshot records 322 matching company records, 7,613 tracked contacts and 2,891 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: November 5, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 tax planning software companies worldwide. Snapshot: November 5, 2026. https://revenuebase.ai/companies/browse/tax-planning-software-companies.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗