Company lists · Data refreshed September 2026

Top 25 Tax software integration providers based in the United States

RevenueBase identified 249 tax software integration providers headquartered in the United States as of September 2026 and tracks 7,889 professional contacts across them, including 3,498 with verified work emails. New York is the largest hub.

This list covers tax software integration providers 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.

How to read this list HQ checked on every row RevenueBase Smart Search rating on every row Refreshed Sep 29, 2026 86% judged on-target in blind review
249Companies
7,889Contacts tracked
3,498Verified emails
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The 25 largest tax software integration providers based in the United States

Ranked by team size
Top 25 of 249 tax software integration providers based in the United States, ranked by team size, largest first. Data refreshed Sep 29, 2026. RevenueBase Smart Search rates how each company's information relates to tax software integration providers: 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 evidenceKing Of Prussia, PA, United StatesHQ checked Sep 29, 20261,001-5,0002,068 contacts →

Partial evidence

“Vertex is the Decision-to-Defense™ global indirect tax and compliance company.”

Source: RevenueBase Database · checked Sep 29, 2026
2Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 20261,001-5,0001,587 contacts →

Partial evidence

“Wolters Kluwer Tax & Accounting U.S.”

Source: RevenueBase Database · checked Sep 29, 2026
3Strong evidenceFranklin, United StatesHQ checked Sep 29, 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 29, 2026
4Partial evidenceDallas, TX, United StatesHQ checked Sep 29, 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 29, 2026
5Partial evidenceLong Island City, NY, United StatesHQ checked Sep 29, 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 29, 2026
6Indirect evidenceIrvine, CA, United StatesHQ checked Sep 29, 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 29, 2026
7Partial evidenceAnn Arbor, MI, United StatesHQ checked Sep 29, 2026201-500140 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, 2026
8Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202651-200140 contacts →

Partial evidence

“Instead is where tax work gets done.”

Source: RevenueBase Database · checked Sep 29, 2026
9Strong evidenceLathrop, CA, United StatesHQ checked Sep 29, 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 29, 2026
10Strong evidenceFranklin, NC, United StatesHQ checked Sep 29, 20261,001-5,000136 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, 2026
11Partial evidenceSan Francisco, United StatesHQ checked Sep 29, 202651-200105 contacts →

Partial evidence

“Kintsugi is automating sales tax for every company globally.”

Source: RevenueBase Database · checked Sep 29, 2026
12Strong evidenceCollege Station, TX, United StatesHQ checked Sep 29, 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 29, 2026
13Partial evidenceNew York, NY, United StatesHQ checked Sep 29, 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 29, 2026
14Indirect evidenceOakbrook Terrace, IL, United StatesHQ checked Sep 29, 202651-20074 contacts →

Indirect evidence

“XIT Solutions Inc, is a decade old startup with presence in US, Canada & India.”

Source: RevenueBase Database · checked Sep 29, 2026
15Strong evidenceDelray Beach, FL, United StatesHQ checked Sep 29, 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 29, 2026
16Partial evidenceAlpharetta, GA, United StatesHQ checked Sep 29, 202611-5058 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, 2026
17Partial evidenceColumbus, OH, United StatesHQ checked Sep 29, 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 29, 2026
18Partial evidenceGrand Forks, ND, United StatesHQ checked Sep 29, 202651-20052 contacts →

Partial evidence

“Located in Grand Forks, ND, Aatrix Software, a Sovos Company has been developing innovative accounting software solutions since 1986.”

Source: RevenueBase Database · checked Sep 29, 2026
19Partial evidenceSan Francisco, CA, United StatesHQ checked Sep 29, 202611-5048 contacts →

Partial evidence

“Commenda consolidates the entire international operations stack into a single platform: • Entity Management & Incorporation • Corporate Tax and Financial Reporting • Global…”

Source: RevenueBase Database · checked Sep 29, 2026
20Strong evidenceNew York, NY, United StatesHQ checked Sep 29, 202611-5028 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, 2026
21Strong evidenceWest Des Moines, IA, United StatesHQ checked Sep 29, 202611-5025 contacts →

Strong evidence

“The Back Office is a team of accounting, development, and administrative professionals that have been providing seamless accounting integration software and data conversion…”

Source: RevenueBase Database · checked Sep 29, 2026
22Indirect evidenceChicago, IL, United StatesHQ checked Sep 29, 20261-1025 contacts →

Indirect evidence

“Your accounting firm's Fractional AI Director to help you transform your accounting firm.”

Source: RevenueBase Database · checked Sep 29, 2026
23Partial evidenceOxnard, CA, United StatesHQ checked Sep 29, 202611-5023 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 29, 2026
24Partial evidenceSan Jose, CA, United StatesHQ checked Sep 29, 202611-5023 contacts →

Partial evidence

“We implement tax engines and build tools to make it easier to manage your tax engine.”

Source: RevenueBase Database · checked Sep 29, 2026
25Indirect evidenceBirmingham, AL, United StatesHQ checked Sep 29, 202611-5022 contacts →

Indirect evidence

“Who Are We?”

Source: RevenueBase Database · checked Sep 29, 2026

Showing 25 of 249 tax software integration providers based in the United States

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Tax software integration providers based in the United States at a glance

As of Sep 29, 2026
44.3%Verified-email coverage
31.7Average contacts per company
1-10Median size (employees)
6.8%Largest-city concentration · New York
Sep 29, 2026Page data refreshed

Companies by employee count

1-10
130
11-50
78
51-200
26
201-500
7
501-1,000
3
1,001-5,000
3

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 249 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 providers, 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 providers”. 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 providers), 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 providers, 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, 3,498 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 providers, 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 providers are there based in the United States?

RevenueBase identified 249 tax software integration providers 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 providers?

New York leads with 17 headquartered companies, followed by San Francisco (8) and Dallas (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 3,498 verified decision-maker contacts tracked across these 249 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.