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.★ 4.81,044 ratingsBusinessFreeData updated 2026-09-16

Canopy screenshots

Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. 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.

    ★ 4.940,758 ratingsFinanceFreeData updated 2026-09-18
  2. 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.

    ★ 4.868,237 ratingsBusinessFreeData updated 2026-09-15
  3. Clio for Law Firms and Lawyers app icon

    Clio for Law Firms and Lawyers

    Themis Solutions Inc.

    Access case client information remotely

    The app provides remote access to case and client information for productivity. Users can update statuses, communicate with clients and colleagues, and manage documents from their mobile device.

    ★ 4.88,906 ratingsBusinessFreeData updated 2026-10-18
  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.

    ★ 4.81,651 ratingsBusinessFreeData updated 2026-09-16
  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.

    ★ 4.3558 ratingsFinanceFreeData updated 2026-09-15
  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.

    ★ 4.4133 ratingsBusinessFreeData updated 2026-09-15
  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. CCH Axcess app icon

    CCH Axcess

    CCH Incorporated

    Manage client work from anywhere now.

    The app provides CCH Axcess customers the ability to manage work on the go. Users can access client information, enter time, view documents, publish documents, and view client financial details from mobile devices.

    ★ 1.628 ratingsBusinessFreeData updated 2026-10-05
  8. CampLegal ClientApp app icon

    CampLegal ClientApp

    CampLegal LLC

    View cases, track billing, receive updates

    Clients can log in with their phone number to view case details, billing dashboards, and payment invoices. They receive case updates, notifications, and milestone progress. Clients can rate completed cases and refer the law firm to others.

    ★ 4.733 ratingsBusinessFreeData updated 2026-09-06
  9. ONCOUNT app icon

    ONCOUNT

    PADVICE ACCOUNTING AND MANAGEMENT - FZCO

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06

How we rank alternatives

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