Company lists · Data refreshed September 2026

Top 25 Cpa practice management software companies based in the United States

RevenueBase identified 144 cpa practice management software companies headquartered in the United States as of September 2026 and tracks 4,951 professional contacts across them, including 1,831 with verified work emails. New York is the largest hub.

This list covers cpa practice management software companies headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 27, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 27, 2026 86% judged on-target in blind review
144Companies
4,951Contacts tracked
1,831Verified emails
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest cpa practice management software companies based in the United States

Ranked by team size
Top 25 of 144 cpa practice management software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 27, 2026. RevenueBase Smart Search rates how each company's information relates to cpa practice management software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Indirect evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500739 contacts →

Indirect evidence

“Elite is a leading independent technology company that helps law firms drive profitability through improved operational effectiveness, increased efficiency, and greater visibility…”

Source: RevenueBase Database · checked Sep 27, 2026
2Strong evidenceHauppauge, NY, United StatesHQ checked Sep 27, 2026n/a655 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
3Indirect evidenceWest Hollywood, CA, United StatesHQ checked Sep 27, 2026201-500398 contacts →

Indirect evidence

“Helping architects and engineers run more profitable businesses.”

Source: RevenueBase Database · checked Sep 27, 2026
4Strong evidenceSan Francisco, CA, United StatesHQ checked Sep 27, 2026201-500364 contacts →

Strong evidence

“Karbon is the collaborative practice management platform for accounting firms.”

Source: RevenueBase Database · checked Sep 27, 2026
5Strong evidenceCheyenne, WY, United StatesHQ checked Sep 27, 2026201-500340 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
6Indirect evidenceDel Mar, CA, United StatesHQ checked Sep 27, 2026201-500331 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 27, 2026
7Strong evidenceSouth Jordan, UT, United StatesHQ checked Sep 27, 2026201-500290 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
8Indirect evidenceAustin, TX, United StatesHQ checked Sep 27, 202651-200195 contacts →

Indirect evidence

“For more than four decades, SurePoint® Technologies has empowered law firms to thrive in a constantly evolving legal landscape.”

Source: RevenueBase Database · checked Sep 27, 2026
9Strong evidenceSalem, OR, United StatesHQ checked Sep 27, 2026201-500171 contacts →

Strong evidence

“A powerful dental practice management solution for practices of any size or specialty.”

Source: RevenueBase Database · checked Sep 27, 2026
10Partial evidenceWest Palm Beach, FL, United StatesHQ checked Sep 27, 2026201-500168 contacts →

Partial evidence

“ProfitSolv is a comprehensive suite of billing, payments, and software solutions for legal, accounting, and other professional services firms including consulting, architecture…”

Source: RevenueBase Database · checked Sep 27, 2026
11Partial evidenceNew York, NY, United StatesHQ checked Sep 27, 2026201-500130 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 27, 2026
12Strong evidenceDelray Beach, FL, United StatesHQ checked Sep 27, 202611-5071 contacts →

Strong evidence

“Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.”

Source: RevenueBase Database · checked Sep 27, 2026
13Partial evidenceFranklin, TN, United StatesHQ checked Sep 27, 202651-20065 contacts →

Partial evidence

“HubSync is an AI-powered, end-to-end tax and accounting workflow platform built exclusively for CPA firms.”

Source: RevenueBase Database · checked Sep 27, 2026
14Partial evidenceRaleigh, NC, United StatesHQ checked Sep 27, 202651-20060 contacts →

Partial evidence

“Dedicated to you in the past, here for you now, committed to you in the future.” PCLaw | Time Matters™ LLC-a joint venture between LexisNexis® and LEAP Legal Software-is a global…”

Source: RevenueBase Database · checked Sep 27, 2026
15Strong evidenceSan Diego, CA, United StatesHQ checked Sep 27, 202611-5052 contacts →

Strong evidence

“PracticeCFO provides CPA, business consulting, and personal financial planning services to owners of dental, medical, and veterinary practices.”

Source: RevenueBase Database · checked Sep 27, 2026
16Strong evidenceNew York, NY, United StatesHQ checked Sep 27, 202651-20046 contacts →

Strong evidence

“Beautiful, affordable, practice management software that handles the admin, so you can focus on the people who need you.”

Source: RevenueBase Database · checked Sep 27, 2026
17Indirect evidenceFt. Lauderdale, United StatesHQ checked Sep 27, 202611-5043 contacts →

Indirect 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 27, 2026
18Strong evidenceLincoln, NE, United StatesHQ checked Sep 27, 202651-20036 contacts →

Strong evidence

“Tabs3 Software provides a reliable, easy-to-use, seamlessly integrated suite of software products for law firms and legal professionals, ranging from billing to practice…”

Source: RevenueBase Database · checked Sep 27, 2026
19Partial evidenceSuwanee, GA, United StatesHQ checked Sep 27, 202611-5033 contacts →

Partial evidence

“Pro-Fi 20/20 Dental CPAs is a Managerial Accounting, Proactive Tax Planning, and Financial-Freedom Advisory CPA firm created for Dental Entrepreneurs, with a mission-driven…”

Source: RevenueBase Database · checked Sep 27, 2026
20Strong evidenceWoburn, MA, United StatesHQ checked Sep 27, 202611-5031 contacts →

Strong evidence

“Schwartz & Schwartz, PC is a Boston-area CPA firm that specializes in healthcare professionals and their practices.”

Source: RevenueBase Database · checked Sep 27, 2026
21Strong evidenceJersey City, NJ, United StatesHQ checked Sep 27, 202651-20028 contacts →

Strong evidence

“LEAP’s legal practice management software combines case management, document automation, legal accounting, and billing into a single cloud-based solution for all common areas of…”

Source: RevenueBase Database · checked Sep 27, 2026
22Indirect evidenceMiami, FL, United StatesHQ checked Sep 27, 202611-5020 contacts →

Indirect evidence

“PerfectLaw® has led the legal industry for 40 years in innovative technology, streamlined installations, and responsive, quality support.”

Source: RevenueBase Database · checked Sep 27, 2026
23Partial evidenceJanesville, WI, United StatesHQ checked Sep 27, 202611-5019 contacts →

Partial evidence

“Crystal Computer Consulting was founding in 1990, with the original mission to build customized business management and accounting packages for small to medium businesses.”

Source: RevenueBase Database · checked Sep 27, 2026
24Strong evidencePhoenix, AZ, United StatesHQ checked Sep 27, 20261-1018 contacts →

Strong evidence

“We’re CPAs specializing in property management, real estate, and the software property managers rely on.”

Source: RevenueBase Database · checked Sep 27, 2026
25Indirect evidenceLafayette, LA, United StatesHQ checked Sep 27, 202611-5017 contacts →

Indirect evidence

Source: RevenueBase Database · checked Sep 27, 2026

Showing 25 of 144 cpa practice management software companies based in the United States

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 1,831 reachable decision-makers.

Free signup · no credit card

View the full list →

Cpa practice management software companies based in the United States at a glance

As of Sep 27, 2026
37.0%Verified-email coverage
34.4Average contacts per company
11-50Median size (employees)
4.2%Largest-city concentration · New York
Sep 27, 2026Page data refreshed

Companies by employee count

1-10
66
11-50
52
51-200
14
201-500
12

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 144 companies.

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among cpa practice management 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.
What qualifies
Companies headquartered in the United States whose own description of what they do matches “cpa practice management 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 cpa practice management 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 cpa practice management software companies, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every listed company carries at least one verified work email, 1,831 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 27, 2026. Lists refresh periodically as the graph is re-checked.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

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 cpa practice management 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 cpa practice management software companies are there based in the United States?

RevenueBase identified 144 cpa practice management software companies headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Elite Technology, headquartered in New York, tops this list with the largest team on record.

Which city has the most cpa practice management software companies?

New York leads with 6 headquartered companies, followed by Austin (4) and Miami (3).

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 1,831 verified decision-maker contacts tracked across these 144 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 27, 2026.

Ready to reach these companies? Verified emails and direct dials for all 144 cpa practice management software 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 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.