Company lists · Data refreshed September 2026

Top 25 Document management accounting firms based in the United States

RevenueBase identified 8,563 company matches for document management accounting firms associated with the United States as of September 2026 and tracks 31,016 professional contacts across them, including 8,991 with verified work emails. New York is the largest hub.

This list covers company matches for document management accounting firms 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 September 28, 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 Sep 28, 2026 How this list was built
8,563Companies
31,016Contacts tracked
8,991Verified emails
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The 25 largest document management accounting firms based in the United States

Ranked by team size
Top 25 of 8,563 company matches for document management accounting firms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 28, 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 matchFremont, CA, United StatesHQ recorded Sep 28, 2026501-1,000480 contacts →

Exact match

“Foxit is a software leader delivering a fast, secure, AI-powered document suite that brings greater control, speed, and value to the way people work with documents.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
2Exact matchBeverly, MA, United StatesHQ recorded Sep 28, 202651-200415 contacts →

Exact match

“Outsourced Bookkeeping and Controller Services Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
3Exact matchPortland, OR, United StatesHQ recorded Sep 28, 2026n/a257 contacts →

Exact match

“Kindercare Learing Center is an Accounting company located in 650 NE Holladay St # 1400, Portland, Oregon, United States.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
4Exact matchHouston, PA, United StatesHQ recorded Sep 28, 2026n/a149 contacts →

Exact match

“Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
5Exact matchDelaware, DE, United StatesHQ recorded Sep 28, 2026501-1,000115 contacts →

Exact match

“Welcome to GLOCAL Accounting.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
6Exact matchCoronado, CA, United StatesHQ recorded Sep 28, 202651-200104 contacts →

Exact match

“Running a multi-unit franchise business is complex, your accounting shouldn’t be.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
7Exact matchPalatine, United StatesHQ recorded Sep 28, 2026n/a101 contacts →

Exact match

“We specialize in accounting services for small and family-owned businesses-serving as the perfect extension of your company’s financial team.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
8Exact matchTampa, FL, United StatesHQ recorded Sep 28, 202651-20092 contacts →

Exact match

“Rivero, Gordimer & Company is a full-service accounting and advisory firm based in Tampa Bay.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
9Exact matchPhiladelphia, PA, United StatesHQ recorded Sep 28, 2026201-50092 contacts →

Exact match

“For small businesses and sole proprietorships in need of fast and accurate document reduction and spending management solutions, The Neat Company provides a cloud-based expense…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
10Exact matchAtlanta, GA, United StatesHQ recorded Sep 28, 202651-20089 contacts →

Exact match

“Acuity is the modern-day accounting organization built specifically for startups and small businesses.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
11Exact matchWashington, DC, United StatesHQ recorded Sep 28, 20261,001-5,00087 contacts →

Exact match

“Top accounting firm Raffa, P.C.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
12Exact matchManteca, CA, United StatesHQ recorded Sep 28, 202651-20083 contacts →

Exact match

“Clarity Of Your Business Financials Without The Accounting Headache If you are a struggling small business owner you are probably frustrated by your cash flow and financial system.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
13Exact matchPittsburgh, PA, United StatesHQ recorded Sep 28, 202651-20081 contacts →

Exact match

“For more than 30 years, Bookminders has provided timely, accurate and cost effective bookkeeping for a variety of nonprofits and small businesses.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
14Exact matchWoodland Hills, CA, United StatesHQ recorded Sep 28, 202651-20078 contacts →

Exact match

“K&A was founded in 1939 by entrepreneurial Certified Public Accountants who specialized in providing tax, bookkeeping, business management and audit services to owner-operated…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
15Exact matchSan Diego, CA, United StatesHQ recorded Sep 28, 2026201-50078 contacts →

Exact match

“Knox Services provides total document solutions to select clients throughout the nation-and has since 1972!”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
16Exact matchReston, VA, United StatesHQ recorded Sep 28, 202651-20078 contacts →

Exact match

“We’re here to help businesses.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
17Exact matchHouston, TX, United StatesHQ recorded Sep 28, 202651-20077 contacts →

Exact match

“SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
18Exact matchWalnut Creek, CA, United StatesHQ recorded Sep 28, 202651-20077 contacts →

Exact match

“HC Global Business Solutions, LLC provides you with quality, cost-effective, scalable finance and accounting services, delivered by experienced professionals applying…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
19Exact matchFully Remote, United StatesHQ recorded Sep 28, 202651-20074 contacts →

Exact match

“We handle the financial operations so small businesses don’t have to.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
20Exact matchAntioch, IL, United StatesHQ recorded Sep 28, 202651-20072 contacts →

Exact match

“We help business owners get out of the frustration that comes with messy or unclear financials and replace it with systems, consistency, and advice they can actually rely on.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
21Exact matchWilmington, DE, United StatesHQ recorded Sep 28, 202651-20066 contacts →

Exact match

“We’re financial and back office experts who understand that every business is unique.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
22Exact matchFranklin, TN, United StatesHQ recorded Sep 28, 202651-20065 contacts →

Exact match

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

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
23Exact matchNew York, United StatesHQ recorded Sep 28, 202651-20064 contacts →

Exact match

“Our accounting team utilizes online technology to help scale up your business by managing your Bookkeeping and Accounting, with a personalized touch.”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
24Exact matchNew York, NY, United StatesHQ recorded Sep 28, 202651-20062 contacts →

Exact match

“We offer a wide range of custom accounting, bookkeeping and consulting services: Tax Accounting Services, Bookkeeping, Consulting Services, Payroll, Report Generation, QuickBooks…”

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase
25Exact matchCincinnati, OH, United StatesHQ recorded Sep 28, 202611-5062 contacts →

Exact match

Recorded description not available.

Recorded in the RevenueBase company graph · Sep 28, 2026 · View company records in RevenueBase

Showing 25 of 8,563 document management accounting firms based in the United States

See the full list, filter by size, metro and specialty, and access 8,991 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Document management accounting firms based in the United States at a glance

As of Sep 28, 2026
29.0%Verified-email coverage
3.6Average contacts per company
1-10Median size (employees)
2.3%Largest-city concentration · New York
Sep 28, 2026Page data refreshed

Companies by employee count

1-10
7,281
11-50
1,070
51-200
149
201-500
15
501-1,000
3
1,001-5,000
6
5,001-10,000
1
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 8,563 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 “document management accounting firms” 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 8,991 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 September 28, 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.

Document management accounting firms 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 “document management accounting firms”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many document management accounting firms are there based in the United States?

RevenueBase identified 8,563 company matches for document management accounting firms associated with the United States as of September 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?

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

Which city has the most document management accounting firms?

New York leads with 196 company records, followed by Houston (159) and Los Angeles (111).

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 8,991 professional contacts with verified work emails tracked across these 8,563 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 September 28, 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 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.