Company lists · Data refreshed September 2026

Top 25 Tax software companies based in the United States

RevenueBase identified 231 tax software companies headquartered in the United States as of September 2026 and tracks 4,685 professional contacts across them, including 1,729 with verified work emails and 1,838 with mobile numbers. New York is the largest hub.

This list covers 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 6, 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 6, 2026 86% judged on-target in blind review
231Companies
4,685Contacts tracked
1,729Verified emails
1,838Mobile numbers
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The 25 largest tax software companies based in the United States

Ranked by team size
Top 25 of 231 tax software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 6, 2026. RevenueBase Smart Search rates how each company's information relates to 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
1Partial evidenceNew York, NY, United StatesHQ checked Sep 6, 20261,001-5,0001,587 contacts →

“Wolters Kluwer Tax & Accounting U.S.”

Source: company website · checked Sep 6, 2026
2Strong evidenceFranklin, United StatesHQ checked Sep 6, 2026501-1,000561 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.”

Source: company website · checked Sep 6, 2026
3Partial evidenceDallas, TX, United StatesHQ checked Sep 6, 202651-200361 contacts →

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

Source: company website · checked Sep 6, 2026
4Indirect evidenceIrvine, CA, United StatesHQ checked Sep 6, 2026501-1,000289 contacts →

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

Source: company website · checked Sep 6, 2026
5Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 6, 202651-200140 contacts →

“Instead is where tax work gets done.”

Source: company website · checked Sep 6, 2026
6Strong evidenceLathrop, CA, United StatesHQ checked Sep 6, 202651-200136 contacts →

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

Source: company website · checked Sep 6, 2026
7Strong evidenceFranklin, NC, United StatesHQ checked Sep 6, 20261,001-5,000136 contacts →

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

Source: company website · checked Sep 6, 2026
8Strong evidenceCollege Station, TX, United StatesHQ checked Sep 6, 202611-50104 contacts →

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

Source: company website · checked Sep 6, 2026
9Partial evidenceNew York, NY, United StatesHQ checked Sep 6, 202651-20079 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…”

Source: company website · checked Sep 6, 2026
10Strong evidenceDelray Beach, FL, United StatesHQ checked Sep 6, 202611-5071 contacts →

“Sigma Tax Pro serves professional Tax Preparers, Accountants, and CPAs with industry-leading software solutions.”

Source: company website · checked Sep 6, 2026
11Partial evidenceBirmingham, AL, United StatesHQ checked Sep 6, 202611-5029 contacts →

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

Source: company website · checked Sep 6, 2026
12Partial evidenceOxnard, CA, United StatesHQ checked Sep 6, 202611-5023 contacts →

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

Source: company website · checked Sep 6, 2026
13Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 6, 202611-5022 contacts →

“Who Are We?”

Source: company website · checked Sep 6, 2026
14Strong evidenceReno, NV, United StatesHQ checked Sep 6, 202611-5018 contacts →

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

Source: company website · checked Sep 6, 2026
15Strong evidenceMountain View, CA, United StatesHQ checked Sep 6, 202611-5017 contacts →

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

Source: company website · checked Sep 6, 2026
16Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 6, 202651-20011 contacts →

“SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients…”

Source: company website · checked Sep 6, 2026
17Indirect evidenceYonkers, NY, United StatesHQ checked Sep 6, 20261-1011 contacts →

“J.”

Source: company website · checked Sep 6, 2026
18Strong evidenceUpland, CA, United StatesHQ checked Sep 6, 202611-5011 contacts →

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

Source: company website · checked Sep 6, 2026
19Strong evidenceIndianapolis, IN, United StatesHQ checked Sep 6, 202611-5010 contacts →

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

Source: company website · checked Sep 6, 2026
20Strong evidenceMahwah, NJ, United StatesHQ checked Sep 6, 202611-509 contacts →

“DMI is the premier provider of software relating to tax and interest review for federal and state taxes, FIN 48 compliance and implementation, and Failure To Deposit (FTD) Penalty…”

Source: company website · checked Sep 6, 2026
21Partial evidenceMuscatine, IA, United StatesHQ checked Sep 6, 202611-509 contacts →

“UltimateTax, Ultimate Tax Service, Inc.”

Source: company website · checked Sep 6, 2026
22Partial evidenceNorth Ogden, UT, United StatesHQ checked Sep 6, 20261-108 contacts →

“This was our second year in a row trusting Kristy with our taxes.”

Source: company website · checked Sep 6, 2026
23Partial evidenceAbington, MA, United StatesHQ checked Sep 6, 202611-507 contacts →

“Conveniently located just south of Boston in Abington, Massachusetts, Integrated Financial Services (IFS) is an income tax preparation company.”

Source: company website · checked Sep 6, 2026
24Strong evidenceColumbus, OH, United StatesHQ checked Sep 6, 202611-507 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…”

Source: company website · checked Sep 6, 2026
25Strong evidenceEl Paso, TX, United StatesHQ checked Sep 6, 202611-507 contacts →

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

Source: company website · checked Sep 6, 2026

Showing 25 of 231 tax software companies based in the United States

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Tax software companies based in the United States at a glance

As of Sep 6, 2026
36.9%Verified-email coverage
39.2%Mobile-number coverage
20.3Average contacts per company
1-10Median size (employees)
3.9%Largest-city concentration · New York
Sep 6, 2026Page data refreshed

Companies by employee count

1-10
140
11-50
63
51-200
17
201-500
5
501-1,000
2
1,001-5,000
2
5,001-10,000
1

Freshness & accuracy

How recently the business emails on this list were verified

Email last verified

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 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 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 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 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, 1,729 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 6, 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 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 software companies are there based in the United States?

RevenueBase identified 231 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?

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

Which city has the most tax software companies?

New York leads with 9 headquartered companies, followed by Houston (7) and Columbus (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 1,729 verified decision-maker contacts tracked across these 231 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 6, 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.