Apps Like PurposePath for iPhone and iPad
Access accounts, view reports, and secure messages
View account balances and performance data in real time. Access client reports and securely store documents in a two-way client vault. Retrieve and send secure messages with the client.
PurposePath screenshots
Ranked alternatives
Showing 721–740 of 1,000 ranked alternatives.
Salon Soft - Salon management
SALON SOFT TECHNOLOGIES LTDA
Schedule appointments, manage clients, sync team calendars
Manage client appointments through a mobile with real-time scheduling and team synchronization. View and update schedules from any device. Back up data to the cloud to prevent loss. Send and receive appointment confirmations via email or text.
Benefit Admin by Design LLC
Benefit Administration by Design LLC
Check balances and view account details
Check balances and account details for HSA, HRA, and FSA funds. View transaction history and account summaries. Access real-time information and manage benefits securely with login credentials from the health benefits website.
FreeInvoice - Invoice Maker
Daniel Bitton
Create, manage, and send invoices
Create professional invoices with customizable templates, logos, and brand colors. Add client details, itemized lists, and payment terms. Send invoices via email or link. Track payments and generate reports.
SmartTE Terminal Emulation
StayLinked Corporation
Connect to remote systems securely
For wireless environments enables secure, high-speed session management. Users can connect to remote systems, maintain stable connections, and prevent session drops. Supports thin-client architecture for reliable performance on unstable networks.
Atlantic Union Bank Wealth
Atlantic Union Bank
View account details and manage investments
View investment accounts with a personalized dashboard showing portfolio activity, asset allocation, gains, and losses. Customize dashboard layouts. Access company details and contact information for financial team.
Faces Consent
Faces Consent Limited
Create forms for consultations
Create customizable forms for client consultations. Include specific treatments like Botox, dermal fillers, and Dermapen. Design treatment menus tailored to clinic needs. Store and manage forms digitally.
Shoreline Insurance Online
Shoreline Insurance Agency Inc
Access info anytime
Access policy details, update contact information, and view account summaries anytime. Submit claims, track claim status, and receive notifications. Manage payment schedules and download documents securely.
COD Partner
COD PARTNER
Track orders, monitor leads, access reports
Access sales reports, track leads, and monitor orders. View financial statements anytime. Manage product listings and credits. Send and receive messages. Update account settings and notifications.
TaxOfficeNow
ON-LINE TAXES INC.
Manage appointments and track client returns
Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.