Latka logo

Top 25 Tax Practice Management Software Companies With $1M–$5M Revenue (August 2026)

As of August 2026, Latka tracks 25 tax practice management software companies with $1M–$5M in annual revenue. They have combined revenues of $55.3M and employ 501 people. They have raised $13.5M 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
25
Revenue
$55.3M
Funding
$13.5M
Employees
501

Filters

Sorting: Highest -> Lowest

Filters

Top Tax Practice Management Software Companies With $1M–$5M Revenue

Showing 10 of 25 companies ranked by annual revenue.

1Visma Cash logo
Visma Cash

Den Haag, Zuid-Holland, Netherlands

Visma Cash ontwikkelt al meer dan 35 jaar bedrijfssoftware voor het MKB: Cash®. Van boekhouden tot ERP, zowel offline als online. Ondernemers, accountants, verenigingen en stichtingen werken volledig automatisch met Cash door online oplossingen en koppelingen met onder andere de grote Nederlandse banken, de KVK en de Belastingdienst. Vanuit onze ruime ervaring bieden wij oplossingen die niet alleen geld en tijd besparen, maar de ondernemer een actueel overzicht geeft van zijn financiële positie. Speciaal voor accountants bieden we producten zoals de Cash Accountancyportal, waarmee alle processen volledig worden geautomatiseerd en waarmee men efficiënt kan samenwerken met de klant. Groeit je bedrijf, dan groeit CASH met je mee. Onze oplossingen zijn geschikt voor de startende ondernemer tot aan de grote MKB-er. Je hebt keuze uit verschillende modules, zoals Handel, Productie, Lonen en CRM. Nieuwsgierig? Bel ons op 070 3560570 of bezoek onze website. Via deze LinkedIn pagina houden wij je graag op de hoogte van alle ontwikkelingen op het gebied van financiële bedrijfsvoering en natuurlijk van de nieuwe mogelijkheden die Cash je biedt.

Revenue
$4.7M
Year founded
1984
Team size
43
2Soraban logo
Soraban

Tempe, Arizona, United States

Automates data intake and service delivery process for tax firms.

Revenue
$4.5M
Year founded
2021
Team size
30
3Cynch AI logo
Cynch AI

San Francisco, California, United States

Cynch AI is a fintech company that offers reasoning, machine learning, and generative AI to help people make financial decisions. It leverages AI to deliver workflow automation for the tax, accounting, and audit industries.

Revenue
$4.2M
Year founded
2022
Team size
23
4Xendoo logo
Xendoo

Fort Lauderdale, Florida, United States

Developer of an accounting and bookkeeping software intended to help small business owners to understand and improve their financial status. The company's software provides access to CPA's and bookkeepers that use cutting-edge tools to maintain a low, flat, monthly rate, enabling small business owners to achieve financial success and make them operate faster and better.

Revenue
$3.3M
Customers
1K
Year founded
2016
Funding
$7.5M
Team size
48
5ZenLedger logo
ZenLedger

Chadds Ford, Pennsylvania, United States

ZenLedger is the leading software focused on cryptocurrency tax management and accounting. ZenLedger’s platform helps both crypto investors and tax professionals with tax filings and financial analysis by providing a digital workflow to simplify, optimize, and automate the tax and accounting process. Founded in 2017, and built by industry veterans in technology, finance, and accounting, ZenLedger helps investors stay compliant by aggregating user transaction information across thousands of exchanges, wallets, and tokens into one simple dashboard. ZenLedger makes it easy to calculate tax liability and make financial decisions by offering direct integration support for over 400+ exchanges, 40+ blockchains, 20+ DeFi protocols, and all wallets. The company has grown customer and revenue 500% YoY and has now exceeded $5 billion in cryptocurrency transactions processed. Drop us a line at [email protected].

Revenue
$3M
Year founded
2017
Team size
27
6ClientWhys logo
ClientWhys

Newport Beach, California, United States

ClientWhys helps Tax Accountants, CPAs & EAs stand out from the crowd with leading edge website design, email newsletters, marketing & secure portals. Sign up for a free trial!

Revenue
$2.8M
Customers
10K
Year founded
2007
Team size
15
7EasyCloud Consultants Pvt Ltd logo
EasyCloud Consultants Pvt Ltd

Surat, Gujarat, India

About Us We are Easycloud Consultants Pvt Ltd. A startup build around the idea of helping professionals save time, money and energies in recurring task, automating their processes and leverage on the internet technologies. We have build all our products around this idea only. Presently we are working on three products Easycloudbooks.com - Practice management software for professionals like CA,CPA and lawyers (Status : Launched and presently serving 54 CA and CS firms) Siteatclick.com - Website solution for professionals like CA, CS, CPA and Lawyers (Status : Launched and serving 6 CA firms ) easycloudlaw.com - Helps in interpreting any law (Status : Product is in private beta mode)

Revenue
$2.7M
Year founded
2010
Team size
13
8MyTAXPrepOffice logo
MyTAXPrepOffice

Cheyenne, Wyoming, United States

Grow your tax business with a trusted partner. We know growing a tax business isn’t easy. One of the toughest challenges can be making the right choice when it comes to choosing a software partner you know you can trust. With MyTAXPrepOffice, you can be confident that you are working with a reliable and accurate tax software solution with simple but powerful productivity tools aimed at making tax preparation fast and easy. The more quickly you can prepare a return, the more time you can spend focused on the important aspects of your business...providing great service to your clients and increasing your profits. MyTAXPrepOffice is not just tax preparation software. Behind this great product is a team of dedicated individuals working tirelessly to ensure that the one tool critical to your business’ success is seamlessly doing its job.

Revenue
$2.5M
Year founded
2014
Team size
23
9IRSLogics logo
IRSLogics

Chicago, Illinois, United States

IRSLogics is America's first and most featureful specialized Cloud-Based Tax Resolution Software. Revolutionize the tax resolution experience with IRSLogics, the ultimate cloud-based solution for CPAs, EAs, tax attorneys, and professionals. Effortlessly manage clients' tax obligations with streamlined workflows, advanced features (like IRS transcript downloads, form auto-population, and signature collection), and centralized case management. Stay collaborative, save time, and maximize growth with IRSLogics.

Revenue
$2.3M
Team size
21
10UneCont | Automação Fiscal logo
UneCont | Automação Fiscal

São Paulo, São Paulo, Brazil

Uma TaxTech que auxilia empresas e contabilidade a realizar uma melhor gestão de notas fiscais de serviços contratados, tudo isso com automação e inteligência fiscal e tributária, maior agilidade e produtividade para sua empresa. Disponibilidade 24 horas por dia. Acesse nossa plataforma de qualquer lugar e tenha acesso online a todos os seus dados com a segurança que somente a nuvem pode oferecer.

Revenue
$2.2M
Year founded
2018
Team size
20

Frequently asked questions about Tax Practice Management Software Companies With $1M–$5M Revenue

How many tax practice management software companies with $1M–$5M in annual revenue are there?

Latka tracks 25 tax practice management software companies with $1M–$5M in annual revenue. Together they generate $55.3M in annual revenue and employ 501 people.

Which tax practice management software company with $1M–$5M in annual revenue is the largest?

Visma Cash is the largest, with $4.7M in annual revenue, founded in 1984.

How much revenue does a typical tax practice management software company with $1M–$5M in annual revenue make?

The average tax practice management software company in this list makes $2.2M a year, across 25 companies with reported revenue. They serve 1.5M customers combined.

Who are the leading Tax Practice Management software vendors with $1M–$5M in annual revenue?

Ranked by annual revenue, the leaders are Visma Cash, Soraban, Cynch AI, Xendoo and ZenLedger.

How much funding have tax practice management software companies with $1M–$5M in annual revenue raised?

The 25 tax practice management software companies with $1M–$5M in annual revenue tracked here have raised $13.5M in disclosed funding between them.

Related Vertical Industry Software categories