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.
by The Lighthouse Group★ 5.02 ratingsBusinessFreeData updated 2026-09-06
Schedule and conduct board with Zoom integration. Annotate documents, sign electronically, and send secure messages. Manage RSVPs, vote on proposals, and approve decisions. Share resources and track meeting outcomes for follow-up.
And save paper documents as high-quality PDFs or JPEGs. Add signatures, notes, and annotations. Share scanned files via email or cloud services. Organize and view multipage documents. Edit text and markup pages directly.
Stay connected with coworkers, customers, and partners through voice calls, video meetings, and chat messaging. Make calls over Wi-Fi, data, or carrier with video and screen sharing. Dial using 4-digit extensions and join ad hoc conference calls.
Scan documents into editable PDFs using OCR technology. Edit and sign files directly. Organize and store documents in folders. Share files via email or cloud services. Securely manage and access documents from any device.
Secure login with biometric authentication. View account balances and transaction history. Transfer funds between accounts. Pay bills and link external accounts. Deposit checks via mobile. Access electronic statements.
View and edit PDF files on mobile devices. Annotate, fill, and sign forms. Share files directly. Access and manage documents remotely without needing printed copies.
Manage with integrated banking, bookkeeping, and tax tools. Track expenses, generate invoices, and build credit. Access a checking account with no minimums, a debit card with cashback rewards, and savings accounts with interest.
Convert documents to with scanning and editing tools. Sign and lock files for secure storage. Read and annotate PDFs. Organize and manage files in one place. Share documents directly via email or cloud services.
Access care, track sessions, connect with providers
Access mental support, legal advice, financial guidance, and career services 24/7. Track wellbeing goals, connect with care providers, and manage records. Receive personalized resources for physical, mental, and financial wellness.
Locate assets using a mobile device and real-time data from IoT Portal. View the most recent asset location and perform interactive geiger-counter walks. Inventory nearby BLE beacons and sync data to a selected location.
Monitor stock, fund, ETF, and CEF performance. Track portfolio holdings and performance. Access research reports and market commentary. Set price alerts and view historical data. Adjust investment strategies with analysis tools.
Manage accounts, view balances, and transfer funds
Manage business and commercial accounts with real-time balance checks, fund transfers, and bill payments. View transaction history and generate reports. Set up alerts and control access permissions.
Manage finances with real-time updates and access to account details. Chat with advisors, schedule video meetings, and share documents. Sign agreements electronically and use whiteboarding for discussions.
Manage business finances with secure chat access. Schedule free consultations with certified accountants. Register companies remotely within hours. Handle , taxes, and payroll. Receive secretarial support and document management.
Find certified financial professionals like tax preparers, accountants, and mortgage brokers. Search by location or expertise. Verify credentials and contact providers directly. Schedule appointments and track service history.
View real-time stats for multiple locations or focus on a single restaurant. Sync data instantly with H. Track key metrics and generate reports to support data-driven decision making. Manage operations and monitor performance from anywhere.
The app provides 24/7 access to Everwise CU Business accounts for managing finances. Users can make loan payments, pay bills, transfer funds, and access account information.