PTG Client Access app icon

Apps Like PTG Client Access for iPhone and iPad

by PERFORMANCE TAX GROUP & FINANCIAL SERVICES LLC★ 5.01 ratingsBusinessFreeData updated 2026-09-06

PTG Client Access screenshots

Ranked alternatives

Showing 21–40 of 1,000 ranked alternatives.

  1. Smart Receipts: Expenses & Tax app icon

    Smart Receipts: Expenses & Tax

    REACTIVE APPS CORP.

    Scan receipts, track mileage, create reports

    Track by scanning receipts and logging transactions. Organize receipts into folders. Generate customizable PDF, CSV, and ZIP reports. Calculate tax deductions and mileage . Export data for tax filing and financial record-keeping.

    ★ 4.812,778 ratingsFinanceFreeData updated 2026-09-09
  2. STAR Bank Mobile app icon

    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.

    ★ 4.811,940 ratingsFinanceFreeData updated 2026-09-09
  3. Earned Wage Access by Netchex app icon

    Earned Wage Access by Netchex

    Rain Technologies Inc.

    Track earnings, benefits, manage your finances

    Track earnings and benefits anytime, including weekends and holidays. View real-time updates and insights. Use bank-level encryption and 24/7 support. Manage funds instantly with flexible withdrawal options.

    ★ 4.91,340 ratingsBusinessFreeData updated 2026-09-06
  1. LZ Books app icon

    LZ Books

    LegalZoom.com, Inc.

    Track transactions and mileage

    Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.

    ★ 4.62,872 ratingsBusinessFreeData updated 2026-09-12
  2. Payment for Stripe app icon

    Payment for Stripe

    PocketVendor Inc

    Receive payments

    Accept payments through by connecting an account. Process sales directly to the Dashboard. Enable contactless payments with Apple Tap to Pay. Manage transactions and view history within the .

    ★ 4.88,909 ratingsBusinessFreeData updated 2026-09-09
  3. Baird Online app icon

    Baird Online

    Robert W. Baird & Co.

    Track portfolio value and asset allocation

    View portfolio details including value changes and asset allocation. Log in securely using fingerprint or facial recognition. Check net worth with a comprehensive financial overview. Review and exchange key documents such as statements and tax forms.

    ★ 4.81,219 ratingsFinanceFreeData updated 2026-09-08
  4. Receipt Scanner・Track Expenses app icon

    Receipt Scanner・Track Expenses

    Saldo Apps Inc.

    Scan receipts and track

    Scan receipts or photos to automatically generate expense items with details like merchant name, date, and total amount. Capture receipts using OCR technology for accurate financial tracking. Manually add details when needed.

    ★ 4.63,826 ratingsFinanceFreeData updated 2026-09-06
  5. The Lighthouse Group app icon

    The Lighthouse Group

    The Lighthouse Group

    Connect securely, share documents, sign agreements, schedule

    Connect with accountants via secure messaging and video calls. Share and sign documents remotely. Access financial data and view strategy updates. Collaborate on tax planning and business advisory services. Manage account access and notifications.

    ★ 5.02 ratingsBusinessFreeData updated 2026-09-06
  6. Interra Credit Union app icon

    Interra Credit Union

    Interra Credit Union

    Pay bills and check balances

    Manage finances by paying bills, depositing checks, transferring funds, and checking balances and account history.

    ★ 4.89,703 ratingsFinanceFreeData updated 2026-09-08
  7. TimeSuite app icon

    TimeSuite

    Super-Soft, Inc.

    Manage projects and track timecards

    Manage projects with task scheduling and event reviews. Capture timecard data and generate financial transactions. Track equipment and manage subcontractors. Review RFIs, submittals, and annotated plans.

    ★ 4.86 ratingsBusinessFreeData updated 2026-09-06
  8. Bookkeeper360 app icon

    Bookkeeper360

    Plum Logic LLC

    Track expenses and sync with accounting software

    Track revenue, gross profit, and net income with real-time financial dashboards. Sync with QuickBooks Online, Xero, and Gusto. Receive alerts for financial updates. Access AI-powered insights from BOLT(™) for business performance analysis.

    ★ 5.012 ratingsBusinessFreeData updated 2026-09-06
  9. Stessa: Smart Rental Manager app icon

    Stessa: Smart Rental Manager

    Stessa, Inc.

    Track income, expenses, and portfolio performance

    Track income and expenses with online rent collection and tenant screening. Manage real estate banking and budgeting. View portfolio performance and set financial goals. Sync data across devices for remote property management.

    ★ 4.85,195 ratingsBusinessFreeData updated 2026-09-06
  10. Liscio PRO app icon

    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.

    ★ 4.3557 ratingsFinanceFreeData updated 2026-09-06
  11. Ibsapp app icon

    Ibsapp

    I B S GLOBAL BUSINESS CONSULTANTS (FZE)

    ★ 0.00 ratingsBusinessFreeData updated 2026-09-06
  12. Xero Accounting for business app icon

    Xero Accounting for business

    Xero Ltd

    Track cash flow, view income, manage expenses,

    Manage invoices, track cash flow, view income and expenses. Create and send invoices on the go. Monitor financial health and set up alerts for payments and transactions. Sync with account for real-time updates.

    ★ 4.61,659 ratingsBusinessFreeData updated 2026-09-08

How we rank alternatives

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