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.
Ranked alternatives
Showing 41–60 of 1,000 ranked alternatives.
BKM Wealth
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Lawmatics
Lawmatics, Inc
View matters, search, and sort cases
Manage business matters by viewing, searching, and sorting cases. Review details and track progress. Access and update contact information. Create new contacts and maintain client communications.
UtilizeCore
UtilizeCore, Inc
Manage clients, track workflows, and streamline operations
Manage client projects with real-time updates and task tracking. Automate internal processes to reduce manual work. Coordinate vendor activities through centralized communication and task assignment.
Invoice Maker - InvoiceLoop
ALEX GRAY
Create invoices and track payments
Create and customize professional invoices with templates. Track and manage bills for both outstanding and paid transactions. Maintain a detailed client database for business relationships.
Law Ruler Legal CRM Software
Law Ruler Software LLC
Access client info and manage cases
Access client information, manage case details, and track communication. Log notes, set reminders, and share files securely. Sync data across devices and collaborate with team members in real time.
Intapp Legacy
Intapp, Inc
Manage tasks, track workflows, and access business
Manage client requests, review conflicts reports, approve purchase orders, and search for experience. Access workflow tools for task tracking and document management. Securely handle business acceptance processes on the go.
Invoice Maker: Smart Bill
AHAD DURRANI
Create invoices, estimates, and receipts instantly
Create invoices, estimates, and receipts quickly. Add client details, itemized lists, and payment terms. Generate branded PDFs and send them via email. Track payments and manage billing history. Organize expenses and categorize transactions.
IRIS Tax
Trackland LLC
Manage tax documents securely and organize them
Manage tax documents securely by uploading, organizing, and accessing files. Create folders, track requests, and review submissions. Access articles, blog posts, and videos for tax guidance.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.