Company lists · Data refreshed October 2026

Top 25 Cpa firm workflow automation companies based in the United States

RevenueBase identified 852 company matches for cpa firm workflow automation companies associated with the United States as of October 2026 and tracks 15,635 professional contacts across them, including 7,366 with verified work emails. New York is the largest hub.

This list covers company matches for cpa firm workflow automation companies associated with the United States, 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 October 10, 2026.

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.

How to read this list RevenueBase SmartSearch · Exact Recorded Oct 10, 2026 How this list was built
852Companies
15,635Contacts tracked
7,366Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest cpa firm workflow automation companies based in the United States

Ranked by team size
Top 25 of 852 company matches for cpa firm workflow automation companies based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Oct 10, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchUnited StatesHQ recorded Oct 10, 20261,001-5,0002,399 contacts →

Exact match

“We’re Eide Bailly (I’d bay-lee), a business advisory, accounting and technology firm built with our clients in mind.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
2Exact matchSugar Land, TX, United StatesHQ recorded Oct 10, 20261,001-5,0001,711 contacts →

Exact match

“Trusted by CPA & accounting firms, and 300+ businesses across the US, Canada, and the UK, Offices across India, the Philippines, and Mexico.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
3Exact matchNew York, NY, United StatesHQ recorded Oct 10, 20261,001-5,0001,648 contacts →

Exact match

“Wolters Kluwer Tax & Accounting U.S.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
4Exact matchHauppauge, NY, United StatesHQ recorded Oct 10, 2026n/a652 contacts →

Exact match

“Since AccountantsWorld By IRIS is a leader in providing HR and payroll software for accountants and CPA firms.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
5Exact matchCheyenne, WY, United StatesHQ recorded Oct 10, 2026201-500368 contacts →

Exact match

“TaxDome is the leading practice management platform built for full-service tax, bookkeeping, and accounting firms.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
6Exact matchDel Mar, CA, United StatesHQ recorded Oct 10, 2026201-500340 contacts →

Exact match

“CARET brings the latest in technology and automation to over legal and accounting firms, empowering highly skilled professionals to refocus their expertise on what truly matters.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
7Exact matchEvansville, IN, United StatesHQ recorded Oct 10, 2026201-500339 contacts →

Exact match

“Kemper CPA Group LLP leadership and staff are committed to one basic business principle throughout each engagement: Each client is a referral for one more.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
8Exact matchNew York, NY, United StatesHQ recorded Oct 10, 2026201-500319 contacts →

Exact match

“For over 15 years, Makosi has been redefining what’s possible in the accounting and audit industry with cutting-edge, tech-powered workforce solutions.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
9Exact matchSouth Jordan, UT, United StatesHQ recorded Oct 10, 2026201-500313 contacts →

Exact match

“Canopy is the all-in-one practice management platform built to help accounting firms simplify operations, delight clients, and drive firm-wide growth.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
10Exact matchIrvine, CA, United StatesHQ recorded Oct 10, 2026501-1,000275 contacts →

Exact match

“SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
11Exact matchAtlanta, GA, United StatesHQ recorded Oct 10, 2026201-500227 contacts →

Exact match

“CKH Group is an Atlanta-headquarterd CPA firm offering powerful assurance, tax, accounting, and advisory services to individuals, small businesses, global enterprises, and…”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
12Exact matchMountain View, CA, United StatesHQ recorded Oct 10, 202610001+177 contacts →

Exact match

“This page serves the accounting, bookkeeping, and tax professional community who are at the heart of everything we do at Intuit.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
13Exact matchCharlotte, NC, United StatesHQ recorded Oct 10, 202651-200173 contacts →

Exact match

“Aiwyn delivers the first complete platform built specifically for modern accounting firms.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
14Exact matchSouth Bend, IN, United StatesHQ recorded Oct 10, 202651-200163 contacts →

Exact match

“For 70 years, Kruggel Lawton CPAs has been providing sound accounting advice and savvy tax planning strategies.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
15Exact matchSyracuse, NY, United StatesHQ recorded Oct 10, 202651-200146 contacts →

Exact match

“Headquartered in Syracuse, New York, Dannible & McKee, LLP has been providing auditing, tax, accounting and strategic advisory services to clients nationwide since 1978.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
16Exact matchMinneapolis, MN, United StatesHQ recorded Oct 10, 202651-200142 contacts →

Exact match

“Reliable service is the foundation of any CPA firm.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
17Exact matchParsippany, NJ, United StatesHQ recorded Oct 10, 202651-200135 contacts →

Exact match

“Since 1947, Smolin has dedicated itself to developing long-lasting client relationships.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
18Exact matchNew York, NY, United StatesHQ recorded Oct 10, 2026201-500132 contacts →

Exact match

“If you are running your own accounting and tax consulting practice, you must like this by all means.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
19Exact matchAnn Arbor, MI, United StatesHQ recorded Oct 10, 2026201-500108 contacts →

Exact match

“SafeSend, part of Thomson Reuters, offers award-winning automation technology for tax and accounting firms to provide an unrivaled client experience.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
20Exact matchKnoxville, TN, United StatesHQ recorded Oct 10, 202651-200101 contacts →

Exact match

“We got our start in 1969.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
21Exact matchFrankfort, IL, United StatesHQ recorded Oct 10, 202651-20099 contacts →

Exact match

“Friedman+Huey Associates LLP is full-service CPA Accounting Firm founded in 1985.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
22Exact matchHouston, TX, United StatesHQ recorded Oct 10, 202651-20097 contacts →

Exact match

“EEPB is one of Houston's largest local CPA firms offering a wide range of services to individuals and businesses.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
23Exact matchGlendale, CA, United StatesHQ recorded Oct 10, 202651-20095 contacts →

Exact match

“We assist CPA firms in maximizing capacity, better serving clients, and growing–even in today's dynamic business landscape.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
24Exact matchDallas, TX, United StatesHQ recorded Oct 10, 202651-20094 contacts →

Exact match

“Bodwell Vasek Wells DeSimone LLP, BVWD, is a full service, registered CPA firm offering audit, tax, and consulting services.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase
25Exact matchNew York, NY, United StatesHQ recorded Oct 10, 202651-20094 contacts →

Exact match

“RLN US LLP is a consulting firm helping clients navigate complex issues related to business operations.”

Recorded in the RevenueBase company graph · Oct 10, 2026 · View company records in RevenueBase

Showing 25 of 852 cpa firm workflow automation companies based in the United States

See the full list, filter by size, metro and specialty, and access 7,366 tracked professional contacts with verified work emails. Direct dials are available where recorded.

Free signup · no credit card

View the full list →

Cpa firm workflow automation companies based in the United States at a glance

As of Oct 10, 2026
47.1%Verified-email coverage
18.4Average contacts per company
1-10Median size (employees)
2.9%Largest-city concentration · New York
Oct 10, 2026Page data refreshed

Companies by employee count

1-10
574
11-50
203
51-200
50
201-500
11
501-1,000
1
1,001-5,000
4
10001+
1

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 852 companies.

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.
What qualifies
Company records associated with the United States whose business descriptions match “cpa firm workflow automation 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. Where headquarters information is recorded, preview rows are also filtered to this page’s location. 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 7,366 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 October 10, 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.

Cpa firm workflow automation companies by metro

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 “cpa firm workflow automation companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many cpa firm workflow automation companies are there based in the United States?

RevenueBase identified 852 company matches for cpa firm workflow automation companies associated with the United States as of October 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?

Eide Bailly LLP tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most cpa firm workflow automation companies?

New York leads with 25 company records, followed by Houston (16) and Atlanta (15).

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 7,366 professional contacts with verified work emails tracked across these 852 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 October 10, 2026.

Ready to reach these companies? Verified emails and direct dials for all 852 cpa firm workflow automation companies based in the United States. Start with a free account, no credit card.

Download this list →

Related lists

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.