Company lists · Data refreshed September 2026
Top 25 Tax software integration platforms based in the United States
RevenueBase identified 171 tax software integration platforms headquartered in the United States as of September 2026 and tracks 7,539 professional contacts across them, including 3,583 with verified work emails. San Francisco is the largest hub.
This list covers tax software integration platforms 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 29, 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 software integration platforms based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 2,068 contacts → | ||||
Partial evidence “Vertex is the Decision-to-Defense™ global indirect tax and compliance company.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 2 | 1,587 contacts → | ||||
Partial evidence “Wolters Kluwer Tax & Accounting U.S.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 3 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 4 | 289 contacts → | ||||
Indirect evidence “SurePrep was founded in 2002 and is the leader in 1040 productivity for CPA firms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 5 | 206 contacts → | ||||
Partial evidence “Zenwork, through its Tax1099 and Compliancely brands, is a fast-growing digital tax compliance and regulatory reporting technology company, with 10+ years of experience powering…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 6 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 7 | 140 contacts → | ||||
Partial evidence “Instead is where tax work gets done.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 8 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 9 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 10 | 130 contacts → | ||||
Partial evidence “If you are running your own accounting and tax consulting practice, you must like this by all means.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 11 | 104 contacts → | ||||
Strong evidence “Holistiplan, a tax planning software solution, helps financial planners be more comprehensive AND more efficient.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 12 | 91 contacts → | ||||
Partial evidence “Tickmark’s flagship application, Taxfyle, was launched in 2015 as the “easiest way to file your taxes”.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 13 | 84 contacts → | ||||
Partial evidence “Fondo is the accounting platform for high growth companies.” Source: RevenueBase Database · checked Sep 29, 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 29, 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 29, 2026Thanks. The Data Team will review it. | |||||
| 16 | 65 contacts → | ||||
Strong evidence “HubSync is an AI-powered, end-to-end tax and accounting workflow platform built exclusively for CPA firms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 17 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 18 | 64 contacts → | ||||
Strong evidence “K1x is the purpose-built tax data platform that automates and validates Schedule K-1 data for accounting firms, institutional investors, family offices, funds, and tax-exempt…” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 19 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 20 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 21 | 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 29, 2026Thanks. The Data Team will review it. | |||||
| 22 | 41 contacts → | ||||
Strong evidence “Truss is the 1st agentic AI tax workflow platform built for modern CPA firms.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 23 | 28 contacts → | ||||
Strong evidence “TokenTax is a crypto tax software platform and full-service crypto accounting firm for individual and institutional investors around the globe.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 24 | 26 contacts → | ||||
Partial evidence “Lettuce is an automated tax and accounting product for solopreneurs, contractors and freelancers designed to help them unlock the value inside their businesses.” Source: RevenueBase Database · checked Sep 29, 2026Thanks. The Data Team will review it. | |||||
| 25 | 23 contacts → | ||||
Partial evidence “FileYourTaxes.com is a faster, convenient, contemporary, and hassle-free way to file taxes.” Source: RevenueBase Database · checked Sep 29, 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 software integration platforms. 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 software integration platforms.
- Partial evidence
- Its own public description names part of tax software integration platforms, so it works in or next to the category without describing itself that way.
- Indirect evidence
- The description shown does not name tax software integration platforms. 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 171 tax software integration platforms based in the United States
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Tax software integration platforms 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 171 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 software integration platforms, 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 integration platforms”. 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 integration platforms), 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 integration platforms, 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, 3,583 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 29, 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 integration platforms, 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 integration platforms are there based in the United States?
RevenueBase identified 171 tax software integration platforms 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?
Vertex INC, headquartered in King Of Prussia, tops this list with the largest team on record.
Which city has the most tax software integration platforms?
San Francisco leads with 13 headquartered companies, followed by New York (12) and Boston (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 3,583 verified decision-maker contacts tracked across these 171 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 29, 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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