Top 34 Tax Practice Management Software Companies Under $1M Revenue (August 2026)

Ocala, Florida, United States

Using the power of AI to empower Accountants and Bookkeepers: Client Hub is an award-winning practice management solution for modern accounting & bookkeeping firms and their clients. Client Hub is the right tool for the job, designed specifically for cloud-based accounting and bookkeeping practices that are looking to build better client relationships for a more profitable firm. With our all-in-one solution that combines task management and client communication in one place, accounting firms get what they need from clients to unblock workflow and get jobs completed on time. Client Hub was selected by the AICPA and CPA.com for its Startup Accelerator Program in 2019 and was named a Technology Innovation Award Finalist by CPA Practice Advisor in 2020.

Pittsburgh, Pennsylvania, United States

Provider of accounting workflow management platform intended to power growing firms. The company accounting workflow management platform offers a cloud based software to the accounting industries that enables them to manage, track and automate recurring client work, enabling them to be more productive and profitable.

London, England, United Kingdom

Developer of a cloud based software designed to help accountants manage their workflow and communicate with their clients. The company's cloud based software takes care of planning and keeps clients updated about every step allowing accountants to increase customer retention, track profits, create sales leads and grow their practice.

China

Gongsibao is an online platform for corporate tax SaaS services.

Spencerport, New York, United States

TaxExact is a secure, cloud-based tax verification tool that eliminates errors in preparation and dramatically reduces review time. With features that can train the most inexperienced staff to produce accurate tax returns, your final review time will be reduced to minutes...giving you precious time back to focus on the story inside the return that makes you the trusted advisor your clients deserve and expect.

Sydney, NSW, Australia

Tax is complex. Yes we know that. Thanks to AI, we are able to tackle it. At Empathetic AI, we’re excited to introduce Luna, Australia’s first AI Tax Copilot. Luna is designed to help tax and finance professionals navigate complex tax regulations using advanced Generative AI technology. Luna can handle complex tax scenarios with instant answers and auto reference check on relevant legislation and laws, explains the reasoning behind the decisions, and offers real-time updates on tax rulings and cases. Using Luna as a tax research assistant, you can expect to reduce the research time from weeks to just minutes. We are honored that our initiative of tackling the tax complexity is advocated by the Australian Taxation Office (ATO) and proud to be part of Australia National AI Centre (NAIC)’s Responsible AI Network. We are also supported by CSIRO’s Data61, the data and digital specialist arm of Australia’s national science agency for technological advancement. In June 2024, we won the 3rd place in Australia’s inaugural AI Sprint. Sign up on our website to explore how Luna can assist with your tax research.

London, United Kingdom

At Chazy AI , we’re building the AI Junior Accountant that helps accounting firms chase missing client info—automatically. We're on a mission to remove the most painful, time-wasting parts of accounting work. If you've worked in or with an accounting firm, you know exactly what we're solving. And we’re just getting...

United States

Provider of accounting software designed for small business owners who dislike or don't know bookkeeping or accounting. The company offers online accounting, taxation and bookkeeping software and mobile application to photographers, programmers, electronic commerce stores, brick and mortar stores, bakeries and coffee shops.

Santa Monica, California, United States

Developer of an accounting and reconciliation platform created to help streamline operations for multi-client CPAs, Accountants and Bookkeepers. The company's fintech software accesses check images, deposit slips, statements and transactions and provides direct integration with major accounting software solutions, enabling users to access a secure real-time connection to their client's bank and credit card accounts anytime and anywhere.

San Pedro Garza García, Nuevo León, Mexico

Konta.com is a tax filing and accounting platform for small businesses in LATAM