Company lists · Data refreshed September 2026

Top 25 Tax accounting software companies based in the United States

RevenueBase identified 152 tax accounting software companies headquartered in the United States as of September 2026 and tracks 4,455 professional contacts across them, including 1,800 with verified work emails. New York is the largest hub.

This list covers tax accounting 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 21, 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 21, 2026 86% judged on-target in blind review
152Companies
4,455Contacts tracked
1,800Verified emails
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The 25 largest tax accounting software companies based in the United States

Ranked by team size
Top 25 of 152 tax accounting software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 21, 2026. RevenueBase Smart Search rates how each company's information relates to tax accounting 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
1Strong evidenceNew York, NY, United StatesHQ checked Sep 21, 20261,001-5,0001,587 contacts →

Strong evidence

“Wolters Kluwer Tax & Accounting U.S.”

Source: RevenueBase Database · checked Sep 21, 2026
2Strong evidenceFranklin, United StatesHQ checked Sep 21, 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 21, 2026
3Partial evidenceDallas, TX, United StatesHQ checked Sep 21, 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 21, 2026
4Partial evidenceLong Island City, NY, United StatesHQ checked Sep 21, 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 21, 2026
5Indirect evidenceIrvine, CA, United StatesHQ checked Sep 21, 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 21, 2026
6Strong evidenceLathrop, CA, United StatesHQ checked Sep 21, 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 21, 2026
7Strong evidenceCollege Station, TX, United StatesHQ checked Sep 21, 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 21, 2026
8Partial evidenceNew York, NY, United StatesHQ checked Sep 21, 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 21, 2026
9Strong evidenceDelray Beach, FL, United StatesHQ checked Sep 21, 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 21, 2026
10Partial evidenceColumbus, OH, United StatesHQ checked Sep 21, 202611-5056 contacts →

Partial evidence

“Founded by tax experts and backed by proprietary technology, Arvo is the only holistic approach that brings together the ability to develop and document a tax strategy with tax…”

Source: RevenueBase Database · checked Sep 21, 2026
11Partial evidenceOxnard, CA, United StatesHQ checked Sep 21, 202611-5023 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
12Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 21, 202611-5022 contacts →

Indirect evidence

“Who Are We?”

Source: RevenueBase Database · checked Sep 21, 2026
13Strong evidenceReno, NV, United StatesHQ checked Sep 21, 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 21, 2026
14Strong evidenceMountain View, CA, United StatesHQ checked Sep 21, 202611-5017 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
15Strong evidenceUpland, CA, United StatesHQ checked Sep 21, 202611-5011 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 21, 2026
16Strong evidenceNaperville, IL, United StatesHQ checked Sep 21, 20261-1011 contacts →

Strong evidence

Tax Services- Individual and Small Business •Tax Planning •Sales & Local TaxesAccounting & Bookkeeping •Payroll •Compilation Services •Auditing •Business Incorporation and…”

Source: RevenueBase Database · checked Sep 21, 2026
17Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 21, 202611-5010 contacts →

Strong evidence

“1040TaxBiz offers state-of-the-art income tax preparation software and tax training to new and existing entrepreneurs.”

Source: RevenueBase Database · checked Sep 21, 2026
18Partial evidenceMuscatine, IA, United StatesHQ checked Sep 21, 202611-509 contacts →

Partial evidence

“UltimateTax, Ultimate Tax Service, Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
19Partial evidenceSan Francisco, MA, United StatesHQ checked Sep 21, 20261-108 contacts →

Partial evidence

“Book to tax in minutes, not hours.”

Source: RevenueBase Database · checked Sep 21, 2026
20Indirect evidenceKernersville, NC, United StatesHQ checked Sep 21, 20261-108 contacts →

Indirect evidence

“Welcome to McDaniel & Company PLLC, where our quality services meet your peace of mind.”

Source: RevenueBase Database · checked Sep 21, 2026
21Partial evidenceSan Antonio, TX, United StatesHQ checked Sep 21, 202651-2007 contacts →

Partial evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
22Strong evidenceColumbus, OH, United StatesHQ checked Sep 21, 202611-507 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 21, 2026
23Strong evidenceEl Paso, TX, United StatesHQ checked Sep 21, 202611-507 contacts →

Strong evidence

“uTax Software is the tax industry's most innovative and dynamic software company.”

Source: RevenueBase Database · checked Sep 21, 2026
24Indirect evidenceNewnan, GA, United StatesHQ checked Sep 21, 20261-107 contacts →

Indirect evidence

“Cogenta Computing, Inc.”

Source: RevenueBase Database · checked Sep 21, 2026
25Strong evidenceOrlando, FL, United StatesHQ checked Sep 21, 20261-106 contacts →

Strong evidence

Tax United was founded with the concept that we could provide an affordable service with features and support that is far superior to other tax software providers.”

Source: RevenueBase Database · checked Sep 21, 2026

Showing 25 of 152 tax accounting software companies based in the United States

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Tax accounting software companies based in the United States at a glance

As of Sep 21, 2026
40.4%Verified-email coverage
29.3Average contacts per company
1-10Median size (employees)
5.9%Largest-city concentration · New York
Sep 21, 2026Page data refreshed

Companies by employee count

1-10
83
11-50
47
51-200
14
201-500
4
501-1,000
2
1,001-5,000
1
5,001-10,000
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 152 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 tax accounting 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 “tax accounting 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 tax accounting 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 tax accounting 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, 1,800 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 21, 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 tax accounting 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 tax accounting software companies are there based in the United States?

RevenueBase identified 152 tax accounting 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?

Wolters Kluwer TAX & Accounting US, headquartered in New York, tops this list with the largest team on record.

Which city has the most tax accounting software companies?

New York leads with 9 headquartered companies, followed by Houston (6) and Columbus (4).

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 1,800 verified decision-maker contacts tracked across these 152 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 21, 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.