Alternatives to Tobytax
The top Tax Preparation companies similar to Tobytax, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
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Pilot51BookkeepingSan Francisco, United States$172.1MPilot provides bookkeeping, tax, and CFO services for startups and small businesses, combining intelligent software with expert guidance.
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Jackson Hewitt30Tax PreparationJersey City, United States$10.0MJackson Hewitt provides assisted tax preparation and filing services for individuals and businesses.
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Envestnet67FintechChicago, United States$4.5BFinancial technology company providing wealth management solutions and data aggregation.
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Vena Solutions65FP&A SoftwareNew York, United States$445.0MAI-powered Complete FP&A Platform natively integrated with Microsoft technology for planning, collaboration, and growth.
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Zeitgold63FintechBerlin, Germany$54.7MFintech back-office solution for small businesses, automating financials with AI and experts.
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Prime Capital Financial58Financial ServicesOverland Park, USA$600.0MA financial firm receiving significant hybrid capital from Carlyle.
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Abacum57FintechTel Aviv, Israel$224.5MAn FP&A platform empowering finance teams with AI-driven tools for business planning, forecasting, and reporting.
- Website Axiom Tax, P.C.2Tax ServicesTucson, United States
Axiom Tax, P.C. is a full-service tax, accounting, and business consulting firm in Tucson, Arizona, specializing in tax preparation for individuals, businesses, and estates/trusts.
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H&R Block22Tax PreparationKansas City, United StatesAmerican tax preparation company offering services for individuals and small businesses.
- Website COCoastline Wealth Management55Financial ServicesPort Jefferson, United States$100.0M
A financial services firm focused on wealth management that has rapidly grown through acquisitions and secured significant financing.
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RiseUp55Cost ReductionTel Aviv, Israel$30.0MPersonal finance management app helping users track expenses and achieve financial goals.
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PocketGuard53FintechSan Mateo, United States$10.0MPersonal finance app that helps users track spending, create budgets, and save money.
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HeavenHR53HR TechBerlin, Germany$6.0MCloud-based HR platform digitizing and automating administrative tasks for businesses.
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Mosaic51FintechSan Francisco, United States$37.0MStrategic Finance Platform for high-growth SMBs and mid-market companies.
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Mint51FintechMountain View, United States$32.0MPersonal finance service that helps users track spending, budget, and manage investments.
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Quilter50FintechLondon, United Kingdom$725.0MFinancial planning and investment management platform for individuals and financial advisors.
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profitize49HospitalityBolzano, Italy$1.4MAI-powered financial planning and analysis platform for the hospitality industry.
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Fabric by Gerber Life48InsurTechNew York, United States$18.0MA digital life insurance platform simplifying family financial planning with term life insurance, investing for kids, and free wills.
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Oncount47Accounting SoftwareDubai, United Arab Emirates$1.5MAI-powered accounting platform simplifying finance for SMBs in the UAE and beyond.
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CGI43IT ServicesMontreal, Canada$3.3BGlobal IT and business consulting firm providing end-to-end digital transformation and managed services.
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Galdera Labs42FintechStockholm, Sweden$1.5MAI-driven platform for financial modelling.
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Mondra42FintechTel Aviv, Israel$14.1MMondra builds a live digital twin of every food product
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Financial planning and analysis platform for growing businesses.
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Gain41FintechTel Aviv, Israel$12.0MAI-powered platform for personalized financial planning and investment management.
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Femi42FintechTel Aviv, Israel$2.5M - Website Veritage41Fintech$12.0M
- Website Mfj Tech39FintechTel Aviv, Israel$1.0M
Mfj Tech is developing an AI-powered platform for personalized financial advice and management.
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Wealthsimple Inc.64FintechToronto, CanadaA Canadian fintech company offering investing, trading, and financial planning services.
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Robin Hood pro38FintechTel Aviv, IsraelRetirement portfolio optimization and future planning platform for individuals.
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Simple Life36FintechSan Francisco, United States$38.5MA platform designed to simplify personal finance management and financial planning.
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June Health35HealthcareToronto, Canada$2.4MFertility support platform.
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Olomon35FintechSan Francisco, USA$2.6MBuilding the financial system of record for households.
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A blockchain-based digital dollar and yield infrastructure for on-chain traders and savers.
- Website FIFinFlow34FintechTel Aviv, Israel$1.5M
AI-driven personalized financial planning and investment management.
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Serena34FintechNew York, United States$10.0MOwn serena.ai today. Secure checkout and guided transfer support. No hidden fees.
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Finmate34FintechTel Aviv, Israel$1.5MAI-powered financial planning and investment management platform for individuals and businesses.
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Prestige Wealth31FintechNew York, United States$161.0MDigital wealth management platform for financial advisors and their clients.
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Finmark54SMB SoftwareSan Francisco, United StatesFinmark simplifies financial planning and cash flow insights for SMBs by consolidating data from various business systems into real-time dashboards.
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Cube Software53FP&A SoftwareNew York, United StatesCube is a no-code FP&A platform that unifies financial and operational data, enhancing spreadsheet workflows.
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SmartAsset53FintechNew York, United StatesPersonal finance platform providing tools and data to help consumers make smarter financial decisions.
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Digits53FintechSan Francisco, United StatesAI-powered financial operations platform for businesses.
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Ellevest53FintechNew York, United StatesFinancial wellness and investment platform for women, focused on closing the gender pay gap.
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Monarch Money50FintechSan Francisco, United StatesMonarch Money is a comprehensive platform for managing personal finances, offering tools for tracking, budgeting, planning, and collaborating with partners or professionals.
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Vision Accounting10AccountingCalgary, CanadaCalgary-based accounting firm offering bookkeeping, GST, and corporate tax services with flat-fee plans and CPA advice.
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betty49FintechPorto, PortugalAn online casino and casual mobile gaming platform targeting underserved female players.
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Pyme3606Business ConsultingBusiness consulting and digital tools for small and medium-sized enterprises.
- Website Smart Business Technologies2Accounting ServicesHarrow, England
Smart Business Technologies provides professional bookkeeping, VAT returns, payroll, self-assessment, company formation, and accounting services, alongside website design, custom software, and AI solutions for UK businesses.
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Spinwheel41FintechSan Francisco, United States - Website Nationwidefamilysolutions1Financial Consulting
Nationwide Family Solutions offers expert financial guidance and support to individuals and businesses, focusing on credit, accounting, and strategic planning.
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Better37PersonalTel Aviv, IsraelFinancial concierge for tech employees, optimizing savings across mortgages, pensions, taxes, and insurance.
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zebra ai35Planning and AnalysisTel Aviv, Israel - Website
Moneta V AI Management35FintechTel Aviv, IsraelAI-powered financial management platform for creators and small businesses.
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WellyBox35FintechTel Aviv, IsraelAutomated bookkeeping and expense management for SMBs and freelancers.
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Level Four Advisory Services34Wealth ManagementScottsdale, United StatesIndependent wealth management firm providing fee-based financial advice and planning.
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Innovative Employee Solutions (IES)34HR TechSan Diego, United StatesGlobal Employer of Record and contingent workforce solutions provider.
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Cofomo34Digital TransformationMontreal, CanadaCanadian consulting firm specializing in digital transformation and artificial intelligence.