Company lists · Data refreshed September 2026
Top 25 Tax accounting software companies for financial institutions based in the United States
RevenueBase identified 149 company matches for tax accounting software companies for financial institutions associated with the United States as of September 2026 and tracks 3,544 professional contacts across them, including 1,348 with verified work emails. New York is the largest hub.
This list covers company matches for tax accounting software companies for financial institutions 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 29, 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.
The 25 largest tax accounting software companies for financial institutions based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,587 contacts → | ||||
Exact match “Wolters Kluwer Tax & Accounting U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 2 | 561 contacts → | ||||
Exact match “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.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 3 | 302 contacts → | ||||
Exact match “TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 4 | 104 contacts → | ||||
Exact match “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 5 | 79 contacts → | ||||
Exact match “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…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 6 | 71 contacts → | ||||
Exact match “Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 7 | 43 contacts → | ||||
Exact match “Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 8 | 38 contacts → | ||||
Exact match “Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 9 | 34 contacts → | ||||
Exact match “Your life crosses borders.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 10 | 29 contacts → | ||||
Exact match “Provide tax preparation and planning services to businesses and individuals.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 11 | 28 contacts → | ||||
Exact match “MoneyThumb provides innovative solutions to Lenders, Accountants, Bookkeepers, and Small Businesses.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 12 | 26 contacts → | ||||
Exact match “MIMICS provides financial software for the financial services industry in the U.S.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 13 | 25 contacts → | ||||
Exact match “Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 14 | 25 contacts → | ||||
Exact match “Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 15 | 21 contacts → | ||||
Exact match “Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 16 | 11 contacts → | ||||
Exact match “Taxware Systems has been developing tax software for 40 years.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 17 | 10 contacts → | ||||
Exact match “Security Tax Services offers our clients personalized, aggressive and reliable support.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 18 | 9 contacts → | ||||
Exact match “UltimateTax, Ultimate Tax Service, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 19 | 9 contacts → | ||||
Exact match Recorded description not available. Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 20 | 8 contacts → | ||||
Exact match “Welcome to McDaniel & Company PLLC, where our quality services meet your peace of mind.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 21 | 7 contacts → | ||||
Exact match “Appraisal & Collection Technologies, LLC (ACT) is the commercial software division of Linebarger Goggan Blair & Sampson, LLP (LGB & S), which is a national leader in collection…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 22 | 7 contacts → | ||||
Exact match “A Customer Driven Company Dedicated to the success of your Tax Business Over the years SwiftFP has provided innovative tax software solution and services to tax professionals…” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 23 | 7 contacts → | ||||
Exact match “uTax Software is the tax industry's most innovative and dynamic software company.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 24 | 7 contacts → | ||||
Exact match “Northside Tax Service Inc is an Accounting company located in 6911 Cleveland Hwy 102b, Clermont, GA, United States.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
| 25 | 7 contacts → | ||||
Exact match “Cogenta Computing, Inc.” Recorded in the RevenueBase company graph · Sep 29, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “tax accounting software companies for financial institutions”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 149 tax accounting software companies for financial institutions based in the United States
See the full list, filter by size, metro and specialty, and access 1,348 tracked professional contacts with verified work emails. Direct dials are available where recorded.
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Tax accounting software companies for financial institutions based in the United States at a glance
As of Sep 29, 2026Companies by employee count
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 149 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 “tax accounting software companies for financial institutions” 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 1,348 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 29, 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.
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 “tax accounting software companies for financial institutions”; each Exact match badge shows search membership, not an individual similarity or quality score.
How many tax accounting software companies for financial institutions are there based in the United States?
RevenueBase identified 149 company matches for tax accounting software companies for financial institutions 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?
Wolters Kluwer TAX & Accounting US tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.
Which city has the most tax accounting software companies for financial institutions?
New York leads with 8 company records, followed by Houston (6) and Miami (6).
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 1,348 professional contacts with verified work emails tracked across these 149 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 29, 2026.
Ready to reach these companies? Verified emails and direct dials for all 149 tax accounting software companies for financial institutions based in the United States. Start with a free account, no credit card.
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Tax accounting software companies for financial institutions by geography
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Tax accounting software companies for financial institutions based in Brazil
- Tax accounting software companies for financial institutions based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 tax accounting software companies for financial institutions based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 149 matching company records for tax accounting software companies for financial institutions based in the United States, with 3,544 tracked contacts and 1,348 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax accounting software companies for financial institutions based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 |  Wolters Kluwer TAX & Accounting USwolterskluwer.comHQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,587 contacts → |
“Wolters Kluwer Tax & Accounting U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 |  Drake Softwaredrakesoftware.comHQ: Franklin, United StatesReported employees: 501-1,000 | Franklin, United States | 501-1,000 | Exact match | 561 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 |  TAX Technologies, INCtaxtechnologies.comHQ: Long Island City, NY, United StatesReported employees: 201-500 | Long Island City, NY, United States | 201-500 | Exact match | 302 contacts → |
“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 |  Holistiplanholistiplan.comHQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 104 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 |  APRILgetapril.comHQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 |  Sigma TAX PROsigmataxpro.comHQ: Delray Beach, FL, United StatesReported employees: 11-50 | Delray Beach, FL, United States | 11-50 | Exact match | 71 contacts → |
“Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 |  Corveecorvee.comHQ: Ft. Lauderdale, United StatesReported employees: 11-50 | Ft. Lauderdale, United States | 11-50 | Exact match | 43 contacts → |
“Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 |  Accutech Systems Corporationtrustasc.comHQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 38 contacts → |
“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 |  Astride USastride.usHQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 34 contacts → |
“Your life crosses borders.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 |  DLHCdlhcpa.comHQ: Birmingham, AL, United StatesReported employees: 11-50 | Birmingham, AL, United States | 11-50 | Exact match | 29 contacts → |
“Provide tax preparation and planning services to businesses and individuals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 |  Moneythumbmoneythumb.comHQ: Encinitas, CA, United StatesReported employees: 11-50 | Encinitas, CA, United States | 11-50 | Exact match | 28 contacts → |
“MoneyThumb provides innovative solutions to Lenders, Accountants, Bookkeepers, and Small Businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 |  Mimics, INCmimics.comHQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 26 contacts → |
“MIMICS provides financial software for the financial services industry in the U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 |  RED Wing Softwareredwingsoftware.comHQ: Red Wing, MN, United StatesReported employees: 11-50 | Red Wing, MN, United States | 11-50 | Exact match | 25 contacts → |
“Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 |  TPG Softwaretpgsoftware.comHQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 |  SGA Softwaresgasoftware.comHQ: Ebensburg, PA, United StatesReported employees: 11-50 | Ebensburg, PA, United States | 11-50 | Exact match | 21 contacts → |
“Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 |  Taxware Systems INCtaxwaresystems.comHQ: Upland, CA, United StatesReported employees: 11-50 | Upland, CA, United States | 11-50 | Exact match | 11 contacts → |
“Taxware Systems has been developing tax software for 40 years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 |  Security TAX Services LLCsecuritytaxservices.comHQ: Everett, WA, United StatesReported employees: 11-50 | Everett, WA, United States | 11-50 | Exact match | 10 contacts → |
“Security Tax Services offers our clients personalized, aggressive and reliable support.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 |  Ultimatetaxultimatetax.comHQ: Muscatine, IA, United StatesReported employees: 11-50 | Muscatine, IA, United States | 11-50 | Exact match | 9 contacts → |
“UltimateTax, Ultimate Tax Service, Inc.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Dwyer Lodha & Associates INCetaxservices.org HQ: Coraopolis, PA, United StatesReported employees: 11-50 | Coraopolis, PA, United States | 11-50 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Mcdaniel & Company Pllccpamcdaniel.com HQ: Kernersville, NC, United StatesReported employees: 1-10 | Kernersville, NC, United States | 1-10 | Exact match | 8 contacts → |
“Welcome to McDaniel & Company PLLC, where our quality services meet your peace of mind.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 7 contacts → |
“Appraisal & Collection Technologies, LLC (ACT) is the commercial software division of Linebarger Goggan Blair & Sampson, LLP (LGB & S), which is a national leader in collection…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 |  Swiftfpswiftfp.comHQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 7 contacts → |
“A Customer Driven Company Dedicated to the success of your Tax Business Over the years SwiftFP has provided innovative tax software solution and services to tax professionals…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Utax Software, LLCutaxsoftware.com HQ: El Paso, TX, United StatesReported employees: 11-50 | El Paso, TX, United States | 11-50 | Exact match | 7 contacts → |
“uTax Software is the tax industry's most innovative and dynamic software company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 |  Northside TAX Service INCtallytaxman.comHQ: Tallahassee, FL, United StatesReported employees: 1-10 | Tallahassee, FL, United States | 1-10 | Exact match | 7 contacts → |
“Northside Tax Service Inc is an Accounting company located in 6911 Cleveland Hwy 102b, Clermont, GA, United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 |  Tradelog Cogenta Computing, INCtradelogsoftware.comHQ: Newnan, GA, United StatesReported employees: 1-10 | Newnan, GA, United States | 1-10 | Exact match | 7 contacts → |
“Cogenta Computing, Inc.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 149 company matches
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Tax accounting software companies for financial institutions: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
149 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 149 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for tax accounting software companies for financial institutions?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax accounting software companies for financial institutions did RevenueBase find based in the United States?
The saved snapshot records 149 matching company records, 3,544 tracked contacts and 1,348 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Tax accounting software companies for financial institutions by geography
Cite this list
RevenueBase Data Team. Top 25 tax accounting software companies for financial institutions based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/tax-accounting-software-companies-for-financial-institutions/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Tax accounting software companies for financial institutions based in Brazil
- Tax accounting software companies for financial institutions based in India
- AI companies based in the United States
- Cybersecurity companies based in the United States
- Manufacturing companies based in the United States
- Media companies based in the United States
Company intelligence · public preview
Top 25 tax accounting software companies for financial institutions based in the United States
RevenueBase records 149 matching company records for tax accounting software companies for financial institutions based in the United States, with 3,544 tracked contacts and 1,348 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 29, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 tax accounting software companies for financial institutions based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | Wolters Kluwer TAX & Accounting USwolterskluwer.com HQ: New York, NY, United StatesReported employees: 1,001-5,000 | New York, NY, United States | 1,001-5,000 | Exact match | 1,587 contacts → |
“Wolters Kluwer Tax & Accounting U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | Drake Softwaredrakesoftware.com HQ: Franklin, United StatesReported employees: 501-1,000 | Franklin, United States | 501-1,000 | Exact match | 561 contacts → |
“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.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | TAX Technologies, INCtaxtechnologies.com HQ: Long Island City, NY, United StatesReported employees: 201-500 | Long Island City, NY, United States | 201-500 | Exact match | 302 contacts → |
“TTI’s flagship product, Tax Series, is an all-inclusive SaaS solution that can handle all aspects of U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | Holistiplanholistiplan.com HQ: College Station, TX, United StatesReported employees: 11-50 | College Station, TX, United States | 11-50 | Exact match | 104 contacts → |
“Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | APRILgetapril.com HQ: New York, NY, United StatesReported employees: 51-200 | New York, NY, United States | 51-200 | Exact match | 79 contacts → |
“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…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | Sigma TAX PROsigmataxpro.com HQ: Delray Beach, FL, United StatesReported employees: 11-50 | Delray Beach, FL, United States | 11-50 | Exact match | 71 contacts → |
“Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | Corveecorvee.com HQ: Ft. Lauderdale, United StatesReported employees: 11-50 | Ft. Lauderdale, United States | 11-50 | Exact match | 43 contacts → |
“Corvee empowers accounting and tax professionals with a suite of solutions designed to build, grow and optimize their firms.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | Accutech Systems Corporationtrustasc.com HQ: Muncie, IN, United StatesReported employees: 201-500 | Muncie, IN, United States | 201-500 | Exact match | 38 contacts → |
“Since 1987, Accutech Systems Corporation (ASC) has been dedicated to providing only the highest quality products and services to the financial industry.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | Astride USastride.us HQ: Miami, FL, United StatesReported employees: 11-50 | Miami, FL, United States | 11-50 | Exact match | 34 contacts → |
“Your life crosses borders.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | DLHCdlhcpa.com HQ: Birmingham, AL, United StatesReported employees: 11-50 | Birmingham, AL, United States | 11-50 | Exact match | 29 contacts → |
“Provide tax preparation and planning services to businesses and individuals.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | Moneythumbmoneythumb.com HQ: Encinitas, CA, United StatesReported employees: 11-50 | Encinitas, CA, United States | 11-50 | Exact match | 28 contacts → |
“MoneyThumb provides innovative solutions to Lenders, Accountants, Bookkeepers, and Small Businesses.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | Mimics, INCmimics.com HQ: Portland, OR, United StatesReported employees: 11-50 | Portland, OR, United States | 11-50 | Exact match | 26 contacts → |
“MIMICS provides financial software for the financial services industry in the U.S.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | RED Wing Softwareredwingsoftware.com HQ: Red Wing, MN, United StatesReported employees: 11-50 | Red Wing, MN, United States | 11-50 | Exact match | 25 contacts → |
“Red Wing Software develops and supports accounting, payroll, and financial management software for small-to-mid-sized businesses, agribusinesses, nonprofits, and municipals across…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | TPG Softwaretpgsoftware.com HQ: Houston, TX, United StatesReported employees: 11-50 | Houston, TX, United States | 11-50 | Exact match | 25 contacts → |
“Scalable, secure, integrated, effective and practical solutions for: Investments Accounting ( Including Impaired and OTTI Securities Accounting ), Multi-Obligor Securities, FAS…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | SGA Softwaresgasoftware.com HQ: Ebensburg, PA, United StatesReported employees: 11-50 | Ebensburg, PA, United States | 11-50 | Exact match | 21 contacts → |
“Stock, Garber, and Associates, Inc.(SGA) is a software development company that specializes in financial software, such as Fund and Corporate Accounting, and related SGA Pulse…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | Taxware Systems INCtaxwaresystems.com HQ: Upland, CA, United StatesReported employees: 11-50 | Upland, CA, United States | 11-50 | Exact match | 11 contacts → |
“Taxware Systems has been developing tax software for 40 years.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | Security TAX Services LLCsecuritytaxservices.com HQ: Everett, WA, United StatesReported employees: 11-50 | Everett, WA, United States | 11-50 | Exact match | 10 contacts → |
“Security Tax Services offers our clients personalized, aggressive and reliable support.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | Ultimatetaxultimatetax.com HQ: Muscatine, IA, United StatesReported employees: 11-50 | Muscatine, IA, United States | 11-50 | Exact match | 9 contacts → |
“UltimateTax, Ultimate Tax Service, Inc.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | Dwyer Lodha & Associates INCetaxservices.org HQ: Coraopolis, PA, United StatesReported employees: 11-50 | Coraopolis, PA, United States | 11-50 | Exact match | 9 contacts → |
No recorded description excerpt is available for this public record. | |||||
| 20 | Mcdaniel & Company Pllccpamcdaniel.com HQ: Kernersville, NC, United StatesReported employees: 1-10 | Kernersville, NC, United States | 1-10 | Exact match | 8 contacts → |
“Welcome to McDaniel & Company PLLC, where our quality services meet your peace of mind.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: San Antonio, TX, United StatesReported employees: 51-200 | San Antonio, TX, United States | 51-200 | Exact match | 7 contacts → |
“Appraisal & Collection Technologies, LLC (ACT) is the commercial software division of Linebarger Goggan Blair & Sampson, LLP (LGB & S), which is a national leader in collection…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | Swiftfpswiftfp.com HQ: Columbus, OH, United StatesReported employees: 11-50 | Columbus, OH, United States | 11-50 | Exact match | 7 contacts → |
“A Customer Driven Company Dedicated to the success of your Tax Business Over the years SwiftFP has provided innovative tax software solution and services to tax professionals…” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | Utax Software, LLCutaxsoftware.com HQ: El Paso, TX, United StatesReported employees: 11-50 | El Paso, TX, United States | 11-50 | Exact match | 7 contacts → |
“uTax Software is the tax industry's most innovative and dynamic software company.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | Northside TAX Service INCtallytaxman.com HQ: Tallahassee, FL, United StatesReported employees: 1-10 | Tallahassee, FL, United States | 1-10 | Exact match | 7 contacts → |
“Northside Tax Service Inc is an Accounting company located in 6911 Cleveland Hwy 102b, Clermont, GA, United States.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | Tradelog Cogenta Computing, INCtradelogsoftware.com HQ: Newnan, GA, United StatesReported employees: 1-10 | Newnan, GA, United States | 1-10 | Exact match | 7 contacts → |
“Cogenta Computing, Inc.” Recorded description excerpt · September 29, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 149 company matches
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Tax accounting software companies for financial institutions: dataset insights
September 29, 2026These summaries describe recorded coverage in this saved dataset. This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Reported company sizes
149 records in the displayed employee bands.
0 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
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 149 companies.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
This page is derived from saved source records; per-contact mobile coverage and email-recency results are not established by this snapshot.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 29, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for tax accounting software companies for financial institutions?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many tax accounting software companies for financial institutions did RevenueBase find based in the United States?
The saved snapshot records 149 matching company records, 3,544 tracked contacts and 1,348 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 29, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Tax accounting software companies for financial institutions by geography
Cite this list
RevenueBase Data Team. Top 25 tax accounting software companies for financial institutions based in the United States. Snapshot: September 29, 2026. https://revenuebase.ai/companies/tax-accounting-software-companies-for-financial-institutions/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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