Company lists · Data refreshed September 2026
Top 25 Tax practice management software companies based in the United States
RevenueBase identified 279 tax practice management software companies headquartered in the United States as of September 2026 and tracks 14,527 professional contacts across them, including 7,737 with verified work emails. New York is the largest hub.
This list covers tax practice management 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.
The 25 largest tax practice management software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 6,089 contacts → | ||||
Strong evidence “Ryan, an award-winning global tax services and software provider, is the largest Firm in the world dedicated exclusively to business taxes.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 2 | 2,068 contacts → | ||||
Partial evidence “Vertex is the Decision-to-Defense™ global indirect tax and compliance company.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 3 | 1,587 contacts → | ||||
Partial evidence “Wolters Kluwer Tax & Accounting U.S.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 4 | 561 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, 2026Thanks. The Data Team will review it. | |||||
| 5 | 364 contacts → | ||||
Indirect evidence “Cohesive is a leading solutions provider and systems integrator for IBM Maximo.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 6 | 340 contacts → | ||||
Strong evidence “TaxDome is the leading practice management platform built for full-service tax, bookkeeping, and accounting firms.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 7 | 302 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, 2026Thanks. The Data Team will review it. | |||||
| 8 | 289 contacts → | ||||
Indirect evidence “SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 9 | 140 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, 2026Thanks. The Data Team will review it. | |||||
| 10 | 140 contacts → | ||||
Partial evidence “Instead is where tax work gets done.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 11 | 136 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, 2026Thanks. The Data Team will review it. | |||||
| 12 | 136 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, 2026Thanks. The Data Team will review it. | |||||
| 13 | 104 contacts → | ||||
Strong evidence “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 14 | 79 contacts → | ||||
Strong 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, 2026Thanks. The Data Team will review it. | |||||
| 15 | 77 contacts → | ||||
Strong evidence “SmartVault is the leading provider of a secure, cloud-based document management and client portal platform purpose-built for accounting and tax professionals.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 16 | 74 contacts → | ||||
Indirect evidence “XIT Solutions Inc, is a decade old startup with presence in US, Canada & India.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 17 | 71 contacts → | ||||
Strong evidence “Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 18 | 65 contacts → | ||||
Partial evidence “HubSync is an AI-powered, end-to-end tax and accounting workflow platform built exclusively for CPA firms.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 19 | 65 contacts → | ||||
Partial evidence “Orbitax empowers tax professionals with intelligent, AI-driven solutions that unify processes, simplify compliance, and empower meaningful collaboration.” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 20 | 58 contacts → | ||||
Partial evidence “CereTax is the first tax automation solution built to take advantage of the countless technological advancements over the last decade and engineered in a way that truly transforms…” Source: RevenueBase Database · checked Sep 14, 2026Thanks. The Data Team will review it. | |||||
| 21 | 56 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 14, 2026Thanks. The Data Team will review it. | |||||
| 22 | 49 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, 2026Thanks. The Data Team will review it. | |||||
| 23 | 48 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, 2026Thanks. The Data Team will review it. | |||||
| 24 | 43 contacts → | ||||
Partial 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, 2026Thanks. The Data Team will review it. | |||||
| 25 | 41 contacts → | ||||
Partial evidence “Truss is the 1st agentic AI tax workflow platform built for modern CPA firms.” Source: RevenueBase Database · checked Sep 14, 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: tax practice management software companies. 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 tax practice management software companies.
- Partial evidence
- Its own public description names part of tax practice management software companies, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax practice management software companies. 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 279 tax practice management software companies based in the United States
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Tax practice management software companies based in the United States at a glance
As of Sep 14, 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 279 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 practice management 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 practice management 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 practice management 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 practice management 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, 7,737 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 tax practice management 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 practice management software companies are there based in the United States?
RevenueBase identified 279 tax practice management 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?
RYAN, headquartered in Dallas, tops this list with the largest team on record.
Which city has the most tax practice management software companies?
New York leads with 13 headquartered companies, followed by Chicago (10) and Houston (9).
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 7,737 verified decision-maker contacts tracked across these 279 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.
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