Curated apps similar to TaxCaddy, ranked by relevance and user ratings.
Review documents, chat securely, sign agreements, upload
TaxDome LLC
Finance
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
Canopy Tax, Inc.
Finance
Canopy has simplified how you share files and exchange information with your accountant. This app is designed for you, the client.
TaxSlayer LLC
Finance
TaxSlayer takes the stress out of tax filing with step-by-step instructions and a 100% accuracy guarantee. Use your smartphone or any device to prepare your federal and state tax returns. Choose the tax filing option that’s right for you.
Keeper Tax Inc.
FinanceFor those who’ve outgrown traditional DIY tax filing software, there’s Keeper. You’ll have access to AI-powered tax guidance as well as our network of expert tax preparers.
TaxResources, Inc.
FinanceDon’t miss a beat on your case! Use this app for an easy and convenient way to upload documents, communicate with your audit team, and stay apprised of the status of your case. SECURELY LOGIN Login faster, easier, and more securely using Touch/Face ID and multifactor authentication. UPLOAD...
airSlate, Inc.
FinanceFill out and send your tax return from your device with our powerful PDF editor for documents.
Timberland Bank
FinanceTimberland Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Toshl Inc.
FinanceTrack all your credit cards, bank accounts and cash in one place. Toshl Finance helps more than 2 million people keep track of their personal finances. Know your finances.
Manage balances, send , top up accounts,
VEBMANI.RU, OOO
FinanceManage multiple purses and track cash flow. Send and receive via invoices. Transfer funds between purses and bank accounts. Pay for utilities and services directly. Chat securely with contacts. Share files like photos and audio.
Country Federal Credit Union
FinanceTRUFI CU is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
AI FlyFin Inc
FinanceFlyFin is the world’s #1 AI and CPA tax filing service, for freelancers, self-employed, business owners, 1099 & W-2 workers. AI finds every tax deduction and starts to build your tax returns, saving you hours of tedious work.
File with a certified expert
Tickmark Inc
FinanceUpload tax documents via photo or cloud storage. Connect with a credentialed tax professional for guidance. Receive in- notifications for clarification. Complete tax filings with expert assistance.
Meadows Bank
FinanceMeadows Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Citizens Bank & Trust, Inc.
FinanceTrustCBT is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
TruCommunity Bank
FinanceTruCommunity Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Brady National Bank (inc)
FinanceTheBradyBank is a quick and secure system that empowers you with the tools you need to manage your finances. Think of it as your personal financial assistant.
Tandem Bank
FinanceTandem Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Aggregate accounts in one place
Gulfside Bank
FinanceAggregate financial accounts from multiple institutions into one dashboard. View transaction history, add tags and notes, and attach receipt photos. Set balance alerts and customize notifications. Manage bills, transfers, and card security remotely.
Pathway Bank
FinancePathway Bank is your personal financial advocate that gives you the ability to aggregate all of your financial accounts, including accounts from other banks and credit unions, into a single view.
Maxitech, Inc.
FinanceStart your free trial now! Manage your finances effortlessly with Lunafi, if you are a self-employed freelancer, independent contractor, consultant, or a small business owner. ACCOUNTING & TAXES - Expense Tracker: Classifying your transactions as a business expense with a single tap makes expense...
App information from Apple App Store. TaxCaddy and related trademarks belong to Thomson Reuters.