Company lists · Data refreshed September 2026
Top 25 Document management accounting firms based in Dallas, United States
RevenueBase identified 71 document management accounting firms headquartered in Dallas, United States as of September 2026 and tracks 218 professional contacts across them, including 75 with verified work emails. Across the United States, New York is the largest hub for this category (186 companies); Dallas has 71.
This list covers document management accounting firms headquartered in Dallas, 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.
The 25 largest document management accounting firms based in Dallas, United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 26 contacts → | ||||
Indirect evidence “We specialize in bookkeeping with easy-to-understand reporting, financial statement analysis for strategic decision-making, state and local tax compliance, payroll processing, BI…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 2 | 25 contacts → | ||||
Partial evidence “We can provide qualified accounting professionals who can ensure that your financial records are maintained correctly and accurately.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 3 | 17 contacts → | ||||
Partial evidence “Hall Accounting Company is a full-service accounting services firm that offers tailored services in the areas of accounting, taxation and finance to a growing number of companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 4 | 11 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 5 | 11 contacts → | ||||
Indirect evidence “McBee & Co, P.C.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 6 | 6 contacts → | ||||
Indirect evidence “Pulliam & Cable, P.C.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 7 | 6 contacts → | ||||
Indirect evidence “Infinite Tax and Financial is an Dallas, TX Based Financial Service Firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 8 | 5 contacts → | ||||
Indirect evidence “OUR MISSION: To help our clients understand the financial health of their organizations so they are empowered to make informed business decisions.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 9 | 4 contacts → | ||||
Partial evidence “Smart Business Concepts was founded in 2014 by a couple of expats from various "big-name" consulting & accounting firms who didn't feel like they were able to drive maximum value…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 10 | 4 contacts → | ||||
Indirect evidence “E4U Solutions provides Bookkeeping, Tax Preparation, Payroll and Business Filing Services with over 15 years of experience.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 11 | 4 contacts → | ||||
Partial evidence “We are a public accounting firm, registered in the state of Texas, focusing on helping small businesses and entrepreneurs make sense of their financials.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 12 | 4 contacts → | ||||
Indirect evidence “My Count Solutions is an online bookkeeping and tax preparation firm.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 13 | 3 contacts → | ||||
Indirect evidence “We offer a broad range of services for business owners, executives, and independent professionals.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 14 | 2 contacts → | ||||
Partial evidence “We provide bookkeeping, accounting, payroll, and tax service to the Small Business community.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 15 | 2 contacts → | ||||
Partial evidence “C M Craft, PLLC empowers clients to improve their profit potential, cost efficiences, and accounting operating techniques.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 16 | 2 contacts → | ||||
Partial evidence “At Tyson Accounting, we are your trusted partner for accounting and tax services.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 17 | 2 contacts → | ||||
Indirect evidence “Terranova is a boutique bookkeeping firm specialized in providing customized cloud-based business solutions to entrepeneurs and small to medium companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 18 | 1 contacts → | ||||
Partial evidence “Booked Financial is an online accounting service that specializes in Tax and Bookkeeping for individuals and small to medium-sized businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 19 | 1 contacts → | ||||
Partial evidence “Full-Service CPA Firm licensed in the State of Texas providing accounting and tax services to small and medium-sized businesses.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 20 | 1 contacts → | ||||
Indirect evidence “After 20+ years working in high finance I followed my family's entrepreneurial tradition and pursued a long-time dream of owning a bookkeeping and consulting practice.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 21 | 1 contacts → | ||||
Indirect evidence “Landing Zone provides value-added services to small and mid-sized companies.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 22 | 1 contacts → | ||||
Partial evidence “We are Sapere Solutions, an outsourced accounting solutions company.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 23 | 1 contacts → | ||||
Partial evidence “Accounting and bookkeeping for a strong foundation.” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 24 | 1 contacts → | ||||
Partial evidence “Leap Access is an experienced and trustworthy bookkeeping and accounting partner for businesses who need additional financial expertise and support, without the need to hire…” Source: RevenueBase Database · checked Sep 28, 2026Thanks. The Data Team will review it. | |||||
| 25 | 1 contacts → | ||||
Indirect evidence Source: RevenueBase Database · checked Sep 28, 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: 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 71 document management accounting firms based in Dallas, United States
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Document management accounting firms based in Dallas, United States at a glance
As of Sep 28, 2026Companies by employee count
Email recency for this list is measured across the whole United States list rather than for Dallas, so it is reported there. Company counts and contact totals on this page are exact for Dallas, over 71 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 Dallas, 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 Dallas 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, 75 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 in the United States
- Document management accounting firms in New York186
- Document management accounting firms in Houston159
- Document management accounting firms in Los Angeles111
- Document management accounting firms in Miami95
- Document management accounting firms in Atlanta93
- Document management accounting firms in Austin90
- Document management accounting firms in San Diego81
- Document management accounting firms in Chicago78
- Document management accounting firms in Denver74
- Document management accounting firms in Phoenix58
- Document management accounting firms in Orlando57
- Document management accounting firms in Portland56
- Document management accounting firms in Las Vegas55
- Document management accounting firms in Charlotte50
- Document management accounting firms in San Antonio46
- Document management accounting firms in Seattle42
- Document management accounting firms in Sheridan41
- Document management accounting firms in Tampa41
- Document management accounting firms in Columbus35
- Document management accounting firms in Jacksonville35
- Document management accounting firms in Philadelphia35
- Document management accounting firms in San Francisco34
- Document management accounting firms in Raleigh33
- Document management accounting firms in Irvine32
- Document management accounting firms in Washington30
- Document management accounting firms in Fort Lauderdale29
- Document management accounting firms in Colorado Springs27
- Document management accounting firms in Salt Lake City27
- Document management accounting firms in Boston26
- Document management accounting firms in Knoxville26
- Document management accounting firms in Tucson26
- Document management accounting firms in Wilmington25
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 Dallas, United States?
RevenueBase identified 71 document management accounting firms headquartered in Dallas, 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?
Mybookees, headquartered in Dallas, tops this list with the largest team on record.
Which city in the United States has the most document management accounting firms?
New York leads the United States with 186 headquartered companies, followed by Houston (159) and Los Angeles (111). Dallas has 71.
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 75 verified decision-maker contacts tracked across these 71 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.
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