Apps Like FirmDash for iPhone and iPad
Message clients securely and share files
Manage client communications through SMS texting, secure messaging, and file sharing. Receive real-time alerts and updates. Track client requests and collaborate with your team. Share documents and respond to inquiries directly from the .
FirmDash screenshots
Ranked alternatives
Showing 61–80 of 1,000 ranked alternatives.
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.
Nifty: Manage Projects & Tasks
Nifty Technologies, Inc.
Track , , and team updates
, teams, and in one platform. View project status and progress through an overview dashboard. Track milestones and timelines with visual roadmaps. Assign and monitor with clear ownership and updates.
textNtouch
TNT Connects LLC
Engage clients with personalized texts
Send personalized monthly text messages with client names and photos. Choose monthly design templates. Track engagement and responses. Upload content directly. No manual effort required.
Capture Mobile.
Smarsh Inc.
Message securely, share files, manage teams
Secure messaging allows users to send and receive encrypted messages. Track message status including delivery and read receipts. Archive work-related SMS/MMS conversations. Assign enterprise numbers for user identification.
Dama Mobile
LeafLink, Inc
Manage accounts, view balances, and send payments
Log in securely with two-factor authentication or biometric login. View account balances and transaction history. Manage financial activities across all accounts. Deposit checks via check deposit. Transfer funds between accounts.
DH Dandy Hats
Enovate Consulting, Inc
Track products, analyze sales, manage inventory
Manage and monitor products through a client portal. Track inventory, analyze sales data, and view product performance metrics. Set up alerts for stock levels and generate reports for marketing purposes.
Invoice Generator.
CREATIVE TECHNOLOGIES LLC
Create invoices, send, and track payments
Create invoices by entering details, selecting a client, adding an amount, and sending. Share invoices via email or messaging apps. Track statuses including paid, pending, and overdue. Set reminders for unpaid invoices.
WDT Connect
Rapidfunnel, Inc.
Manage contacts, schedule meetings, and share files
Manage business communications by sending audio, video, and PDF files directly to contacts. Share content via email, text, or social media. Track interactions and organize client information within the .
TELUS Business Connect™
TELUS Communications Inc.
Collaborate, call, and connect remotely
Collaborate through team messaging with real-time communication and file sharing. Conduct video conferences and phone calls for remote meetings. Assign tasks and track progress within the . Share screens during calls.
Jituzu
Jituzu, Inc.
Schedule appointments and send messages
Secure messaging and scheduling for professionals and clients. Exchange messages, set and view appointments, receive notifications. Enable location-based reminders for arrival alerts. Sync with web service for shared access and updates.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.