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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.