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Top 50 Tax Practice Management Software Companies (August 2026)

As of August 2026, Latka tracks 82 tax practice management software companies. They have combined revenues of $536.6M and employ 6.9K people. They have raised $887.2M and serve 1.5M customers combined.

Every company below sells tax practice management software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.

Companies
82
Revenue
$536.6M
Funding
$887.2M
Employees
6.9K

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Top Tax Practice Management Software Companies by revenue

Showing 10 of 82 companies ranked by annual revenue.

1Pennylane logo
Pennylane

Paris, France

Pennylane is building the financial OS (Operating System) for European SMEs. A single source of truth for financial and accounting data, used on one side by entrepreneurs to run their business (invoicing and getting paid, paying suppliers and expense management, piloting cash and profitability) and on the other side by their accountant for bookkeeping and tax filings.

Revenue
$68M
Year founded
2020
Funding
$224.6M
Team size
899
Growth
61.9%
2Tax Technologies logo
Tax Technologies

New York, New York, United States

Developer of a Saas-based tax compliance software designed to handle corporate income tax related tasks. The company's tax compliance software, Tax Series uses tax calendar and document management techniques to handle data collection, tax planning, compliance reporting, provision reporting, audit support, legal entity maintenance, task scheduling through, enabling corporations to manage their tax related data in a single database and handle tax compliance quickly, efficiently and transparently within a short time frame.

Revenue
$54.7M
Customers
2K
Year founded
2000
Team size
299
3Contabilizei logo
Contabilizei

Sao Paulo, Brazil

online accounting platform for small businesses

Revenue
$51M
Customers
10K
Year founded
2013
Funding
$59.9M
Team size
1.6K
4SafeSend logo
SafeSend

Ann Arbour, Michigan, United States

Software designed to automate the tax and accounting professions with technologies that help practitioners work efficiently and serve clients better

Revenue
$35M
Year founded
2008
Team size
233
5Indy logo
Indy

Lyon, France

Developer and provider of an end-to-end accounting software. The company's platform synchronizes with the bank to recover all banking transactions day by day and relies on machine learning to categorize expenses and automates tax restatements such as Urssaf or meal expenses, enabling users to generate accounting without any manual input and file tax returns without any delay.

Revenue
$30.5M
Customers
40K
Year founded
2016
Funding
$56M
Team size
324
6Tiime logo
Tiime

Paris, Île-de-France, France

Tiime est né en 2015 avec un objectif : faire gagner du temps aux entrepreneurs et aux experts-comptables. D'une part 👉 nous proposons des applications adaptées aux besoins des entrepreneurs et un compte pro pour une gestion fluide et centralisée des finances professionnelles. D'autre part 👉 nous développons des logiciels de production comptable et juridique enrichis par l'IA, conçus spécifiquement pour les experts-comptables. 10 ans plus tard, nous sommes fiers de compter : 💙 200 000 clients entrepreneurs 💙 2 000 cabinets partenaires 💙 300 collaborateurs Tiime est une fintech française dont le capital est détenu à 100% par son management. Avec son offre complète, Tiime s'affirme comme l'allié incontournable des créateurs d'entreprises et un acteur clé de la gestion financière.

Revenue
$30.3M
Year founded
2015
Team size
275
7TaxBit logo
TaxBit

Draper, Utah, United States

Developer of a SaaS platform that automates the tax calculations and reporting on cryptocurrency transactions. The company's platform serves everyday retail investors through a self-service sales model by integrating with most exchanges and wallets, automatically pulling in a user's transaction data, running it through the tax code as applied to cryptocurrency, and then auto-generating the corresponding tax forms. It also serves enterprise customers. mainly exchanges, wallets, and businesses dealing with cryptocurrency by generating the required 1099 and other required tax forms that enterprises are required to issue for tax compliance purposes.

Revenue
$25.2M
Year founded
2018
Funding
$105.8M
Team size
156
8Canopy Tax logo
Canopy Tax

Draper, Utah, United States

Canopy creates tax and accounting software that simplifies your practice so you can help more clients. Canopy's Practice Management lets you connect every element of your practice with features ranging from CRM to project management. Our Tax Resolution lets you shave hours off every case with smart automation and instant calculations. With our free Transcripts tool you can pull IRS transcripts in as little as 2 minutes. With our Notices tool you can quickly get up to speed on specific IRS notice requirements and follow a detailed path to resolution.

Revenue
$23.9M
Year founded
2014
Funding
$153M
Team size
217
9Cleartax logo
Cleartax

Bengaluru, Karnataka, India

Fintech SaaS platform for invoices, taxes, wealth management & credit.

Revenue
$19.8M
Year founded
2011
Team size
1.3K
10Zenwork, Inc logo
Zenwork, Inc

Westlake, Texas, United States

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 informational tax returns and compliance checks on behalf of its customers base. The company currently serves over 100,000 customers nationwide, including 30,000 CPA firms, as well as enterprise customers such as Allbirds, Berkshire Hathaway, GrowthForce, Rover, Deloitte, and others.

Revenue
$19.1M
Year founded
2011
Team size
174

Frequently asked questions about Tax Practice Management Software Companies

How many tax practice management software companies are there?

Latka tracks 82 tax practice management software companies with reported revenue. Together they generate $536.6M in annual revenue and employ 6.9K people.

Which tax practice management software company is the largest?

Pennylane is the largest, with $68M in annual revenue, founded in 2020.

How much revenue does a typical tax practice management software company make?

The average tax practice management software company in this list makes $6.5M a year, across 82 companies with reported revenue. They serve 1.5M customers combined.

Who are the leading Tax Practice Management software vendors?

Ranked by annual revenue, the leaders are Pennylane, Tax Technologies, Contabilizei, SafeSend and Indy.

How much funding have tax practice management software companies raised?

The 82 tax practice management software companies tracked here have raised $887.2M in disclosed funding between them.

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