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 41–60 of 1,000 ranked alternatives.

  1. Lawmatics app icon

    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.

    ★ 4.06 ratingsBusinessFreeData updated 2026-09-06
  2. LeanLaw - Legal Billing Tool app icon

    LeanLaw - Legal Billing Tool

    LeanLaw

    Track time and expenses automatically

    Track time with automatic logging. Enter expenses quickly. Generate invoices instantly, including bulk options. Manage IOLTA trust accounting with one click. View financial reports and firm performance metrics.

    ★ 4.416 ratingsBusinessFreeData updated 2026-09-11
  3. Law Ruler Legal CRM Software app icon

    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.

    ★ 4.110 ratingsBusinessFreeData updated 2026-09-06
  1. Intapp Legacy app icon

    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.

    ★ 4.77 ratingsProductivityFreeData updated 2026-09-10
  2. Endowment Wealth Management app icon

    Endowment Wealth Management

    Prateek Mehrotra

    Access personal web portal on iOS

    The app provides clients access to their personal web portal on iOS devices. It offers an overview of the Firm, Endowment Investment Philosophy, Account Aggregation technology, and the Online Secure Vault.

    ★ 0.00 ratingsFinanceFreeData updated 2026-10-22
  3. SuperOps app icon

    SuperOps

    Superops Inc.

    Manage devices, view reports, update settings

    Manage IT operations by creating, viewing, updating, replying to, and closing tickets. Track projects, tasks, and milestones. Initiate remote sessions for troubleshooting, script execution, and alert resolution.

    ★ 4.315 ratingsBusinessFreeData updated 2026-09-06
  4. IRIS Tax app icon

    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.

    ★ 4.05 ratingsBusinessFreeData updated 2026-09-06
  5. CBRE GWS Service Request app icon

    CBRE GWS Service Request

    CBRE, Inc.

    Track and rate facility requests.

    The app allows CBRE GWS clients and their employees to create, track, and rate facility management service requests. It provides a client-based mobile application for managing these requests.

    ★ 3.18 ratingsBusinessFreeData updated 2026-10-23
  6. Firm App app icon

    Firm App

    Firm App, LLC

    Exchange documents and track tasks

    Exchange documents, track tasks, and manage contact information within a single platform. Ask questions and set reminders. Scan documents and use GPS location features. Share files and communicate with professionals securely.

    ★ 5.020 ratingsBusinessFreeData updated 2026-09-06
  7. Client Hub app icon

    Client Hub

    CLIENT HUB INC.

    Manage info and docs

    Manage information and documents securely. Collect and organize data through intuitive forms. Enable self-service for file access and updates. Communicate directly through the instead of email. Track interactions and manage workflows efficiently.

    ★ 4.710 ratingsBusinessFreeData updated 2026-09-15
  8. Casetracks app icon

    Casetracks

    Casetracks, LLC

    Track case updates and notify clients

    Track legal cases with a case management system that allows teams to notify and update clients on case progress. Share case documents, photos, and messages securely. Access case events and eSignatures.

    ★ 4.210 ratingsBusinessFreeData updated 2026-09-17
  9. Elite Mobile app icon

    Elite Mobile

    Eagan US HoldCo, LLC

    Access 3E Workspace on mobile.

    The app provides mobile access to 3E Workspace time entry and productivity workflows. It offers unified access to firm tools like 3E Financial Management and 3E MatterSphere, consolidating business management information and functionality.

    ★ 2.219 ratingsBusinessFreeData updated 2026-10-13

How we rank alternatives

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