Company lists · Data refreshed September 2026

Top 25 Professional tax software companies based in the United States

RevenueBase identified 296 professional tax software companies headquartered in the United States as of September 2026 and tracks 64,936 professional contacts across them, including 9,060 with verified work emails. New York is the largest hub.

This list covers professional tax 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 14, 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 14, 2026 86% judged on-target in blind review
296Companies
64,936Contacts tracked
9,060Verified emails
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The 25 largest professional tax software companies based in the United States

Ranked by team size
Top 25 of 296 professional tax software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 14, 2026. RevenueBase Smart Search rates how each company's information relates to professional tax 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 evidenceKansas City, MO, United StatesHQ checked Sep 14, 202610001+59,451 contacts →

Indirect evidence

“H&R Block’s purpose is simple: To provide help and inspire confidence in our clients and communities everywhere.”

Source: RevenueBase Database · checked Sep 14, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 20261,001-5,0001,587 contacts →

Partial evidence

“Wolters Kluwer Tax & Accounting U.S.”

Source: RevenueBase Database · checked Sep 14, 2026
3Strong evidenceFranklin, United StatesHQ checked Sep 14, 2026501-1,000561 contacts →

Strong evidence

“Drake Software, a private company founded in 1977, provides software solutions to over tax and accounting firms that file more than 40 million tax returns every year.”

Source: RevenueBase Database · checked Sep 14, 2026
4Partial evidenceDallas, TX, United StatesHQ checked Sep 14, 202651-200361 contacts →

Partial evidence

“TaxAct helps everyday Americans get every tax advantage they deserve by finding credits and deductions they never even knew existed.”

Source: RevenueBase Database · checked Sep 14, 2026
5Partial evidenceLong Island City, NY, United StatesHQ checked Sep 14, 2026201-500302 contacts →

Partial evidence

“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.”

Source: RevenueBase Database · checked Sep 14, 2026
6Indirect evidenceIrvine, CA, United StatesHQ checked Sep 14, 2026501-1,000289 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
7Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 14, 2026201-500140 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 14, 2026
8Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 14, 202651-200140 contacts →

Partial evidence

“Instead is where tax work gets done.”

Source: RevenueBase Database · checked Sep 14, 2026
9Strong evidenceLathrop, CA, United StatesHQ checked Sep 14, 202651-200136 contacts →

Strong evidence

“CrossLink Professional Tax Solutions (CPTS) is a leading provider of professional tax software solutions for professional tax preparers across the United States.”

Source: RevenueBase Database · checked Sep 14, 2026
10Strong evidenceFranklin, NC, United StatesHQ checked Sep 14, 20261,001-5,000136 contacts →

Strong evidence

“Taxwell is a leading digital tax filing platform formed in 2022 from the combination of Drake Software® and TaxAct®.”

Source: RevenueBase Database · checked Sep 14, 2026
11Strong evidenceCollege Station, TX, United StatesHQ checked Sep 14, 202611-50104 contacts →

Strong evidence

“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.”

Source: RevenueBase Database · checked Sep 14, 2026
12Partial evidenceNew York, NY, United StatesHQ checked Sep 14, 202651-20079 contacts →

Partial evidence

“april partners with wealth management firms, banks, and SMB platforms to embed tax filing, planning, and insights directly into the financial platforms people use every day to…”

Source: RevenueBase Database · checked Sep 14, 2026
13Strong evidenceDelray Beach, FL, United StatesHQ checked Sep 14, 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 14, 2026
14Partial evidenceChandler, AZ, United StatesHQ checked Sep 14, 202651-20049 contacts →

Partial evidence

“Soraban is the intelligent tax workflow system built for accounting firms, integrated with your stack, and designed to eliminate manual work across intake, prep, and delivery.”

Source: RevenueBase Database · checked Sep 14, 2026
15Partial evidenceHampton, NH, United StatesHQ checked Sep 14, 202651-20048 contacts →

Partial evidence

“GruntWorx helps accounting firms prepare tax returns faster by automating the most time-consuming parts of the tax preparation process.”

Source: RevenueBase Database · checked Sep 14, 2026
16Strong evidenceFt. Lauderdale, United StatesHQ checked Sep 14, 202611-5043 contacts →

Strong 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 14, 2026
17Partial evidenceBirmingham, AL, United StatesHQ checked Sep 14, 202611-5029 contacts →

Partial evidence

“Provide tax preparation and planning services to businesses and individuals.”

Source: RevenueBase Database · checked Sep 14, 2026
18Partial evidenceOxnard, CA, United StatesHQ checked Sep 14, 202611-5023 contacts →

Partial evidence

“FileYourTaxes.com is a faster, convenient, contemporary, and hassle-free way to file taxes.”

Source: RevenueBase Database · checked Sep 14, 2026
19Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 14, 202611-5022 contacts →

Indirect evidence

“Who Are We?”

Source: RevenueBase Database · checked Sep 14, 2026
20Strong evidenceReno, NV, United StatesHQ checked Sep 14, 202611-5018 contacts →

Strong evidence

“Thanks to our DIY intuitive tax software, US expat taxes couldn't be easier or faster.”

Source: RevenueBase Database · checked Sep 14, 2026
21Strong evidenceSan Francisco, United StatesHQ checked Sep 14, 202611-5017 contacts →

Strong evidence

“Additive builds tools that help tax professionals with their most repetitive tasks, so that they can focus on creating value for their clients.”

Source: RevenueBase Database · checked Sep 14, 2026
22Strong evidenceMountain View, CA, United StatesHQ checked Sep 14, 202611-5017 contacts →

Strong evidence

“Neo.Tax is building the easiest and most accurate tax filing and automation software.”

Source: RevenueBase Database · checked Sep 14, 2026
23Partial evidenceAlbany, NY, United StatesHQ checked Sep 14, 20261-1011 contacts →

Partial evidence

“The best investment and financial advice is informed by understanding each client’s income tax circumstances.”

Source: RevenueBase Database · checked Sep 14, 2026
24Strong evidenceUpland, CA, United StatesHQ checked Sep 14, 202611-5011 contacts →

Strong evidence

“Taxware Systems has been developing tax software for 40 years.”

Source: RevenueBase Database · checked Sep 14, 2026
25Partial evidenceFairhaven, MA, United StatesHQ checked Sep 14, 202611-5010 contacts →

Partial evidence

“Ameritax is a tax preparation company with 12 offices in Massachusetts.”

Source: RevenueBase Database · checked Sep 14, 2026

Showing 25 of 296 professional tax software companies based in the United States

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Professional tax software companies based in the United States at a glance

As of Sep 14, 2026
14.0%Verified-email coverage
219.4Average contacts per company
1-10Median size (employees)
4.7%Largest-city concentration · New York
Sep 14, 2026Page data refreshed

Companies by employee count

1-10
174
11-50
77
51-200
31
201-500
7
501-1,000
3
1,001-5,000
2
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 296 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 professional tax 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 “professional tax 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 professional tax 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 professional tax 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, 9,060 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 14, 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 professional tax 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 professional tax software companies are there based in the United States?

RevenueBase identified 296 professional tax 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?

H&r Block, headquartered in Kansas City, tops this list with the largest team on record.

Which city has the most professional tax software companies?

New York leads with 14 headquartered companies, followed by Houston (9) and Chicago (6).

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 9,060 verified decision-maker contacts tracked across these 296 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 14, 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.