Company lists · Data refreshed September 2026
Top 25 Tax planning software companies worldwide
RevenueBase identified 592 tax planning software companies worldwide as of September 2026 and tracks 7,671 professional contacts across them, including 2,903 with verified work emails and 2,289 with mobile numbers. The United States is the largest market and Sao Paulo the largest hub.
This list covers tax planning software companies worldwide, 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 6, 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 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 tax planning software companies worldwide
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,587 contacts → | ||||
Partial evidence “Wolters Kluwer Tax & Accounting U.S.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 2 | 561 contacts → | ||||
Strong evidence “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.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 3 | 361 contacts → | ||||
Partial evidence “TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 4 | 302 contacts → | ||||
Partial evidence “TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 5 | 298 contacts → | ||||
Partial evidence “Desde 1986 a Prosoft desenvolve softwares para apoiar empresários contábeis a aconselhar seus clientes com rapidez, precisão e eficiência.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 6 | 289 contacts → | ||||
Indirect evidence “SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 7 | 189 contacts → | ||||
Partial evidence “Systax: The Evolution of Tax Intelligence.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 8 | 187 contacts → | ||||
Indirect evidence “Desde 2009, oferecemos soluções inteligentes que aprimoram a rotina de trabalho de profissionais contábeis e tributários, auxiliando na identificação de inconsistências e…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 9 | 184 contacts → | ||||
Indirect evidence “Stop overpaying the IRS and start fueling your business passions.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 10 | 152 contacts → | ||||
Partial evidence “Agenda ist einer der führenden Software-Anbieter für die steuer- und wirtschaftsberatenden Berufe.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 11 | 140 contacts → | ||||
Partial evidence “Instead is where tax work gets done.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 12 | 136 contacts → | ||||
Strong evidence “CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 13 | 104 contacts → | ||||
Indirect evidence “A Jettax é o único ecossistema completo de automação fiscal, pensado para escritórios contábeis e empresas que buscam mais eficiência.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 14 | 104 contacts → | ||||
Strong evidence “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 15 | 79 contacts → | ||||
Strong evidence “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…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 16 | 70 contacts → | ||||
Partial evidence “Neil Jesani Tax Advisors, Inc.(NJA) provides a full suite of tax, compliance, accounting, resolution and advisory services, drawing on extensive industry knowledge to serve high…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 17 | 60 contacts → | ||||
Partial evidence “Formations is a predictive tax management solution for the self-employed.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 18 | 58 contacts → | ||||
Partial evidence “CereTax is the first tax automation solution built to take advantage of the countless technological advancements over the last decade and engineered in a way that truly transforms…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 19 | 56 contacts → | ||||
Partial evidence “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…” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 20 | 48 contacts → | ||||
Partial evidence “At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 21 | 43 contacts → | ||||
Indirect evidence “Somos empresa de tecnologia especializada em criar soluções para profissionais da área tributária.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 22 | 43 contacts → | ||||
Partial evidence “Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 23 | 40 contacts → | ||||
Partial evidence “With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 24 | 39 contacts → | ||||
Partial evidence “At Gelt, we are committed to delivering top-tier tax solutions that enable you to retain more of your hard-earned income.” Source: RevenueBase Database · checked Sep 6, 2026Thanks. The Data Team will review it. | |||||
| 25 | 36 contacts → | ||||
Partial evidence “At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Source: RevenueBase Database · checked Sep 6, 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: tax planning software 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 tax planning software companies.
- Partial evidence
- Its own public description names part of tax planning software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax planning software 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 592 tax planning software companies worldwide
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Tax planning software companies worldwide at a glance
As of Sep 6, 2026Companies by employee count
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 tax planning software 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.
- Coverage
- 3 countries, largest first: the United States, Brazil, Germany. Country and city lists for tax planning software companies are linked below.
- What qualifies
- Companies worldwide whose own description of what they do matches “tax planning software 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 tax planning software 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 tax planning software companies, and records with no verified work email.
- 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, 2,903 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 6, 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.
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 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 tax planning software 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 tax planning software companies are there worldwide?
RevenueBase identified 592 tax planning software companies worldwide 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?
Wolters Kluwer TAX & Accounting US, headquartered in New York, tops this list with the largest team on record.
Which country has the most tax planning software companies?
The United States leads with 494 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 13 headquartered companies, followed by New York (12) and Houston (11).
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 2,903 verified decision-maker contacts tracked across these 592 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 6, 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.