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.
Ready to reach these companies? Verified emails and direct dials for all 592 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 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.
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 592 matching company records for tax planning software companies worldwide, with 7,671 tracked contacts and 2,903 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: September 6, 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 | 1,587 contacts → |
“Wolters Kluwer Tax & Accounting U.S.” Recorded description excerpt · September 6, 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 | 561 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  Taxacttaxact.comHQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 361 contacts → |
“TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.” Recorded description excerpt · September 6, 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 | 302 contacts → |
“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  Prosoftprosoft.com.brHQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 298 contacts → |
“Desde 1986 a Prosoft desenvolve softwares para apoiar empresários contábeis a aconselhar seus clientes com rapidez, precisão e eficiência.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sureprep, Part Of Thomson Reuterssureprep.comHQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 289 contacts → |
“SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Systaxsystax.com.brHQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 189 contacts → |
“Systax: The Evolution of Tax Intelligence.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Incite TAXincitetax.comHQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 184 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  Agenda Informationssysteme Gmbh & Co. KGagenda-software.deHQ: Rosenheim, GermanyReported employees: 201-500 | Rosenheim, Germany | 201-500 | Exact match | 152 contacts → |
“Agenda ist einer der führenden Software-Anbieter für die steuer- und wirtschaftsberatenden Berufe.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Insteadinstead.comHQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 140 contacts → |
“Instead is where tax work gets done.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Crosslink Professional TAX Solutionscrosslinktax.comHQ: Lathrop, CA, United StatesReported employees: 51-200 | Lathrop, CA, United States | 51-200 | Exact match | 136 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  Jettaxjettax.com.brHQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 104 contacts → |
“A Jettax é o único ecossistema completo de automação fiscal, pensado para escritórios contábeis e empresas que buscam mais eficiência.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  Holistiplanholistiplan.comHQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 104 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  APRILgetapril.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Neil Jesani Advisors, INCneiljesani.comHQ: Sunrise, FL, United StatesReported employees: 51-200 | Sunrise, FL, United States | 51-200 | Exact match | 70 contacts → |
“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…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Formationsformationscorp.comHQ: Kirkland, WA, United StatesReported employees: 51-200 | Kirkland, WA, United States | 51-200 | Exact match | 60 contacts → |
“Formations is a predictive tax management solution for the self-employed.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ceretaxceretax.comHQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 58 contacts → |
“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…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 |  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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 |  The Accounting LABtheaccountinglab.coHQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 48 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 |  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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Corveecorvee.comHQ: Ft. Lauderdale, United StatesReported employees: 11-50 | Ft. Lauderdale, United States | 11-50 | Exact match | 43 contacts → |
“Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 |  Robert Hall & Associatesroberthalltaxes.comHQ: Glendale, CA, United StatesReported employees: 51-200 | Glendale, CA, United States | 51-200 | Exact match | 40 contacts → |
“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  GELTjoingelt.comHQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 39 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  TAX Goddess Business Services, PCtaxgoddess.comHQ: Scottsdale, United StatesReported employees: 51-200 | Scottsdale, United States | 51-200 | Exact match | 36 contacts → |
“At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 592 company matches
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Tax planning software companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
589 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 6, 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 592 matching company records, 7,671 tracked contacts and 2,903 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: September 6, 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: September 6, 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 592 matching company records for tax planning software companies worldwide, with 7,671 tracked contacts and 2,903 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: September 6, 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 | 1,587 contacts → |
“Wolters Kluwer Tax & Accounting U.S.” Recorded description excerpt · September 6, 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 | 561 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | Taxacttaxact.com HQ: Dallas, TX, United StatesReported employees: 51-200 | Dallas, TX, United States | 51-200 | Exact match | 361 contacts → |
“TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.” Recorded description excerpt · September 6, 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 | 302 contacts → |
“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | Prosoftprosoft.com.br HQ: Sao Paulo, BrazilReported employees: 201-500 | Sao Paulo, Brazil | 201-500 | Exact match | 298 contacts → |
“Desde 1986 a Prosoft desenvolve softwares para apoiar empresários contábeis a aconselhar seus clientes com rapidez, precisão e eficiência.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sureprep, Part Of Thomson Reuterssureprep.com HQ: Irvine, CA, United StatesReported employees: 501-1,000 | Irvine, CA, United States | 501-1,000 | Exact match | 289 contacts → |
“SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Systaxsystax.com.br HQ: São Paulo, BrazilReported employees: 51-200 | São Paulo, Brazil | 51-200 | Exact match | 189 contacts → |
“Systax: The Evolution of Tax Intelligence.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Incite TAXincitetax.com HQ: Draper, UT, United StatesReported employees: 201-500 | Draper, UT, United States | 201-500 | Exact match | 184 contacts → |
“Stop overpaying the IRS and start fueling your business passions.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | Agenda Informationssysteme Gmbh & Co. KGagenda-software.de HQ: Rosenheim, GermanyReported employees: 201-500 | Rosenheim, Germany | 201-500 | Exact match | 152 contacts → |
“Agenda ist einer der führenden Software-Anbieter für die steuer- und wirtschaftsberatenden Berufe.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Insteadinstead.com HQ: San Francisco, CA, United StatesReported employees: 51-200 | San Francisco, CA, United States | 51-200 | Exact match | 140 contacts → |
“Instead is where tax work gets done.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Crosslink Professional TAX Solutionscrosslinktax.com HQ: Lathrop, CA, United StatesReported employees: 51-200 | Lathrop, CA, United States | 51-200 | Exact match | 136 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | Jettaxjettax.com.br HQ: Sao Paulo, BrazilReported employees: 51-200 | Sao Paulo, Brazil | 51-200 | Exact match | 104 contacts → |
“A Jettax é o único ecossistema completo de automação fiscal, pensado para escritórios contábeis e empresas que buscam mais eficiência.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | Holistiplanholistiplan.com HQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 104 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | APRILgetapril.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Neil Jesani Advisors, INCneiljesani.com HQ: Sunrise, FL, United StatesReported employees: 51-200 | Sunrise, FL, United States | 51-200 | Exact match | 70 contacts → |
“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…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Formationsformationscorp.com HQ: Kirkland, WA, United StatesReported employees: 51-200 | Kirkland, WA, United States | 51-200 | Exact match | 60 contacts → |
“Formations is a predictive tax management solution for the self-employed.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ceretaxceretax.com HQ: Alpharetta, GA, United StatesReported employees: 11-50 | Alpharetta, GA, United States | 11-50 | Exact match | 58 contacts → |
“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…” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | The Accounting LABtheaccountinglab.co HQ: Knoxville, TN, United StatesReported employees: 51-200 | Knoxville, TN, United States | 51-200 | Exact match | 48 contacts → |
“At The Accounting Lab, we are dedicated to helping individuals and businesses optimize their financial success through effective tax minimization strategies.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Corveecorvee.com HQ: Ft. Lauderdale, United StatesReported employees: 11-50 | Ft. Lauderdale, United States | 11-50 | Exact match | 43 contacts → |
“Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Robert Hall & Associatesroberthalltaxes.com HQ: Glendale, CA, United StatesReported employees: 51-200 | Glendale, CA, United States | 51-200 | Exact match | 40 contacts → |
“With over 50 years of experience, Robert Hall & Associates is your trusted partner for tax preparation and consulting.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | GELTjoingelt.com HQ: Miami, FL, United StatesReported employees: 51-200 | Miami, FL, United States | 51-200 | Exact match | 39 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 · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | TAX Goddess Business Services, PCtaxgoddess.com HQ: Scottsdale, United StatesReported employees: 51-200 | Scottsdale, United States | 51-200 | Exact match | 36 contacts → |
“At Tax Goddess, our mission is simple: to help you legally save as much money as possible by applying advanced tax strategies.” Recorded description excerpt · September 6, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 592 company matches
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Tax planning software companies: dataset insights
September 6, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
589 records in the displayed employee bands.
3 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
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: September 6, 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 592 matching company records, 7,671 tracked contacts and 2,903 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: September 6, 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: September 6, 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 ↗