Apps Like Tax-Vault for iPhone and iPad
Tax-Vault screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Calculator
The App Tower Inc.
Calculate with 80 themes to choose
A with customizable themes allows users to select from multiple visual styles. Perform basic and advanced calculations. Switch between light and dark modes. Adjust font size and color schemes.
Client Access
Raymond James Financial, Inc.
View accounts, manage investments, transfer funds, deposit
View account balances and available cash. Check current investment values and detailed asset allocation. Transfer funds, deposit checks, and real-time market data. Manage investment portfolios and track financial performance.
TaxCaddy
Thomson Reuters
Organize tax documents and sign securely
Organize tax documents by uploading or scanning receipts, 1099s, 1098s, and W-2s. Retrieve tax forms automatically. Store files securely with bank vault encryption. Sign documents electronically and share with tax professionals.
Patriot Federal Credit Union
Patriot Federal Credit Union
Check balances and view transactions
Check balances and view transaction history. Transfer funds between accounts. Pay loans and manage debit or cards. Deposit checks by photo. Open an account or apply for a loan. Use bill pay and send secure messages for support.
MortgageQuestions
PHH Mortgage Corporation
Access account info and home value data
View account balances and transaction history. Check estimated home values and recent sales in your area. Access account details and neighborhood information through a user-friendly interface.
Cornerstone Home Lending
Cornerstone Capital Bank, SSB
Make payments and view account details
Manage payments and view payment status. Access escrow details including tax and insurance disbursements. Review all statements and year-end tax documents. Access educational resources like FAQs. Message customer care team.
STAR Bank Mobile
Star Financial Bank
Check balances, transfer funds, view transactions
Check balances and view transaction history in real time. Track pending transactions and manage fund transfers with creation, approval, cancellation, or viewing options. Send and receive secure messages. Access branch hours and locations.
TaxDome Client Portal
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
Berkheimer Tax Innovations
H. A. Berkheimer, Inc.
File and pay local EIT taxes instantly
Submit and file Local Earned Income Tax returns by uploading scanned paper forms and supporting documents. View refund status and track processing time. Save postage and paper by submitting electronically instead of mailing.
Liscio PRO
Liscio, Inc
Send secure messages and sign documents
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
TaxAudit App
TaxResources, Inc.
Upload documents and track case status
Securely log in using Touch/Face ID and multifactor authentication. Upload documents by taking photos or selecting files from your device. Send and receive messages to communicate with your audit team. Track case status updates in real time.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.