Company lists · Data refreshed September 2026

Top 25 Document management accounting firms based in the United States

Name: Document management accounting firms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 28, 2026 8,563 companies tracked

RevenueBase identified 8,563 document management accounting firms headquartered in 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 document management accounting firms 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 28, 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 28, 2026 86% judged on-target in blind review

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 document management accounting firms based in the United States, ranked by team size, largest first. Data refreshed Sep 28, 2026. RevenueBase Smart Search rates how each company's information relates to document management accounting firms: 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.
#	Company	RevenueBase Smart Search	Headquarters	Employees	Contacts
1	FOXIT	Partial evidence	Fremont, CA, United StatesHQ checked Sep 28, 2026	501-1,000	480 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
2	Supporting Strategies	Indirect evidence	Beverly, MA, United StatesHQ checked Sep 28, 2026	51-200	415 contacts →
	Indirect evidence “Outsourced Bookkeeping and Controller Services Supporting Strategies provides outsourced bookkeeping services, controller services and operational support to growing businesses.” Source: RevenueBase Database · checked Sep 28, 2026
3	Kindercare Learing Center	Partial evidence	Portland, OR, United StatesHQ checked Sep 28, 2026	n/a	257 contacts →
	Partial evidence “Kindercare Learing Center is an Accounting company located in 650 NE Holladay St # 1400, Portland, Oregon, United States.” Source: RevenueBase Database · checked Sep 28, 2026
4	Accounting Solutions	Partial evidence	Houston, PA, United StatesHQ checked Sep 28, 2026	n/a	149 contacts →
	Partial evidence “Accounting Solutions provides a wide range of services to individuals and businesses in a variety of industries.” Source: RevenueBase Database · checked Sep 28, 2026
5	Glocal Accounting	Partial evidence	Delaware, DE, United StatesHQ checked Sep 28, 2026	501-1,000	115 contacts →
	Partial evidence “Welcome to GLOCAL Accounting.” Source: RevenueBase Database · checked Sep 28, 2026
6	Indevia Accounting, INC	Partial evidence	Coronado, CA, United StatesHQ checked Sep 28, 2026	51-200	104 contacts →
	Partial evidence “Running a multi-unit franchise business is complex, your accounting shouldn’t be.” Source: RevenueBase Database · checked Sep 28, 2026
7	B.T. Bryan Accounting, INC	Partial evidence	Palatine, United StatesHQ checked Sep 28, 2026	n/a	101 contacts →
	Partial evidence “We specialize in accounting services for small and family-owned businesses-serving as the perfect extension of your company’s financial team.” Source: RevenueBase Database · checked Sep 28, 2026
8	Rivero, Gordimer & Company, P.A	Partial evidence	Tampa, FL, United StatesHQ checked Sep 28, 2026	51-200	92 contacts →
	Partial evidence “Rivero, Gordimer & Company is a full-service accounting and advisory firm based in Tampa Bay.” Source: RevenueBase Database · checked Sep 28, 2026
9	The Neat Company	Strong evidence	Philadelphia, PA, United StatesHQ checked Sep 28, 2026	201-500	92 contacts →
	Strong evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
10	Acuity Accounting	Partial evidence	Atlanta, GA, United StatesHQ checked Sep 28, 2026	51-200	89 contacts →
	Partial evidence “Acuity is the modern-day accounting organization built specifically for startups and small businesses.” Source: RevenueBase Database · checked Sep 28, 2026
11	Raffa, PC	Partial evidence	Washington, DC, United StatesHQ checked Sep 28, 2026	1,001-5,000	87 contacts →
	Partial evidence “Top accounting firm Raffa, P.C.” Source: RevenueBase Database · checked Sep 28, 2026
12	Peter Holtz CPA	Partial evidence	Manteca, CA, United StatesHQ checked Sep 28, 2026	51-200	83 contacts →
	Partial evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
13	Bookminders	Indirect evidence	Pittsburgh, PA, United StatesHQ checked Sep 28, 2026	51-200	81 contacts →
	Indirect evidence “For more than 30 years, Bookminders has provided timely, accurate and cost effective bookkeeping for a variety of nonprofits and small businesses.” Source: RevenueBase Database · checked Sep 28, 2026
14	Kellogg & Andelson	Partial evidence	Woodland Hills, CA, United StatesHQ checked Sep 28, 2026	51-200	78 contacts →
	Partial evidence “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…” Source: RevenueBase Database · checked Sep 28, 2026
15	Knox Services	Partial evidence	San Diego, CA, United StatesHQ checked Sep 28, 2026	201-500	78 contacts →
	Partial evidence “Knox Services provides total document solutions to select clients throughout the nation-and has since 1972!” Source: RevenueBase Database · checked Sep 28, 2026
16	Bookkeeping Express	Indirect evidence	Reston, VA, United StatesHQ checked Sep 28, 2026	51-200	78 contacts →
	Indirect evidence “We’re here to help businesses.” Source: RevenueBase Database · checked Sep 28, 2026
17	Smartvault	Strong evidence	Houston, TX, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Strong evidence “SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Source: RevenueBase Database · checked Sep 28, 2026
18	HC Global Business Solutions, LLC	Partial evidence	Walnut Creek, CA, United StatesHQ checked Sep 28, 2026	51-200	77 contacts →
	Partial evidence “HC Global Business Solutions, LLC provides you with quality, cost-effective, scalable finance and accounting services, delivered by experienced professionals applying…” Source: RevenueBase Database · checked Sep 28, 2026
19	Decimal	Indirect evidence	Fully Remote, United StatesHQ checked Sep 28, 2026	51-200	74 contacts →
	Indirect evidence “We handle the financial operations so small businesses don’t have to.” Source: RevenueBase Database · checked Sep 28, 2026
20	Kaizen Cpas Advisors	Indirect evidence	Antioch, IL, United StatesHQ checked Sep 28, 2026	51-200	72 contacts →
	Indirect evidence “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.” Source: RevenueBase Database · checked Sep 28, 2026
21	Breakwater Accounting Advisory Corp	Indirect evidence	Wilmington, DE, United StatesHQ checked Sep 28, 2026	51-200	66 contacts →
	Indirect evidence “We’re financial and back office experts who understand that every business is unique.” Source: RevenueBase Database · checked Sep 28, 2026
22	Hubsync	Partial evidence	Franklin, TN, United StatesHQ checked Sep 28, 2026	51-200	65 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 28, 2026
23	Karma CPA Services LLP	Partial evidence	New York, United StatesHQ checked Sep 28, 2026	51-200	64 contacts →
	Partial evidence “Our accounting team utilizes online technology to help scale up your business by managing your Bookkeeping and Accounting, with a personalized touch.” Source: RevenueBase Database · checked Sep 28, 2026
24	Better Accounting Solutions	Partial evidence	New York, NY, United StatesHQ checked Sep 28, 2026	51-200	62 contacts →
	Partial evidence “We offer a wide range of custom accounting, bookkeeping and consulting services: Tax Accounting Services, Bookkeeping, Consulting Services, Payroll, Report Generation, QuickBooks…” Source: RevenueBase Database · checked Sep 28, 2026
25	Bis-Business Information Solutions, INC	Indirect evidence	Cincinnati, OH, United StatesHQ checked Sep 28, 2026	11-50	62 contacts →
	Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026

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: document management accounting firms. 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 document management accounting firms.
Partial evidence: Its own public description names part of document management accounting firms, so it works in or next to the category without describing itself that way.
Indirect evidence: The description shown does not name document management accounting firms. 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 8,563 document management accounting firms based in the United States

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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)

2.2%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

501-1,000

1,001-5,000

5,001-10,000

10001+

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among document management accounting firms, 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 “document management accounting firms”. 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 document management accounting firms), 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 document management accounting firms, 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, 8,991 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 28, 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.

Document management accounting firms by metro

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

RevenueBase identified 8,563 document management accounting firms 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?

FOXIT, headquartered in Fremont, tops this list with the largest team on record.

Which city has the most document management accounting firms?

New York leads with 186 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 8,991 verified decision-maker contacts tracked across these 8,563 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 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 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.