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 101–120 of 1,000 ranked alternatives.
PaulHood
Hood & Associates CPAs, PC
Communicate, request, and learn securely
Access client resources, send messages, and view blog posts and social media content. Request information and stay updated on services. Communicate with the accounting firm directly through the .
MBE CPAs
Brand House Marketing, LLC
Send messages, receive alerts, streamline communication
Send and receive messages and alerts within the firm. Communicate with advisors through automated interface. Access secure communication for clients and community members. Streamline interactions with CPA services.
Brown Brothers Harriman
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.