Canopy app icon

Apps Like Canopy for iPhone and iPad

Stay in touch with clients and manage

Manage client information and track project progress. Access files and documents securely. Send messages and updates directly to clients. Schedule and manage appointments. Monitor firm operations and financial data in real time.

by Canopy Tax, Inc.★ 4.8899 ratingsBusinessFreeData updated 2026-09-06

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Robert Half: Job Search & More app icon

    Robert Half: Job Search & More

    Robert Half Inc.

    Apply for jobs instantly with one tap

    Create an account by uploading a resume. Set job preferences including title, work arrangement, contract type, and salary range. Apply to jobs with a single tap. Track application status, manage interview requests, and save job listings.

    ★ 4.863,482 ratingsBusinessFreeData updated 2026-09-06
  2. TaxDome Client Portal app icon

    TaxDome Client Portal

    TaxDome LLC

    Review documents, chat securely, sign agreements, upload

    Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.

    ★ 4.924,461 ratingsFinanceFreeData updated 2026-09-06
  1. Wealthbox app icon

    Wealthbox

    Starburst Labs, Inc.

    Manage client data and track firm activities

    Manage client relationships with contact records, maps, and quick actions like call, email, and photo upload. Receive push notifications. Log in securely with Face ID, Touch ID, or password autofill. Stay updated on firm activities.

    ★ 4.81,399 ratingsBusinessFreeData updated 2026-09-06
  2. My CPA Dashboard app icon

    My CPA Dashboard

    Tareq Salah

    Manage client requests and track expenses

    Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.

    ★ 5.03 ratingsFinanceFreeData updated 2026-09-06
  3. Buildertrend app icon

    Buildertrend

    Buildertrend Solutions, Inc.

    Manage projects, track progress, and streamline communication

    Manage construction projects with task tracking, scheduling, and document sharing. Monitor budgets and timelines. Communicate with clients and teams through messaging and file storage. Generate reports and invoices.

    ★ 4.55,060 ratingsBusinessFreeData updated 2026-09-08
  4. Liscio PRO app icon

    Liscio PRO

    Liscio, Inc

    Send secure messages and sign documents

    Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.

    ★ 4.3557 ratingsFinanceFreeData updated 2026-09-06
  5. Deltek CRM for Vantagepoint app icon

    Deltek CRM for Vantagepoint

    Deltek, Inc.

    Access pursuits, contacts, and activities on

    Manage client and contact information by adding, updating, and viewing details. Access pursuit data, firm details, and activity logs from anywhere. Share updates with team members in real time to track business development progress.

    ★ 4.3103 ratingsBusinessFreeData updated 2026-09-06
  6. Iralex app icon

    Iralex

    Cyrus Creative Solutions Sdn.Bhd

    Manage cases, upload docs, track finances, communicate,

    Track case statuses and manage law firm finances. Update matters, communicate with clients and team members. Upload, share, and review documents. Access all records from a single platform.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
  7. ONCOUNT app icon

    ONCOUNT

    PADVICE ACCOUNTING AND MANAGEMENT - FZCO

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  8. KW: Command app icon

    KW: Command

    Keller Williams Realty, Inc. Mobile

    Manage leads, close deals, and build client

    Manage business operations with lead tracking, client relationship management, and data organization. Create and update client profiles, monitor deal progress, and access real-time analytics.

    ★ 4.7124 ratingsBusinessFreeData updated 2026-09-06
  9. Spark Flex app icon

    Spark Flex

    Serveture, LLC

    Connect with industrial job opportunities

    Manage job applications and receive notifications for new positions. View paystubs and access tax documents. Track onboarding progress and manage work schedules. Submit applications and stay updated on job opportunities.

    ★ 4.7188 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.