Manage client work from anywhere now.
The app provides CCH Axcess customers the ability to manage work on the go. Users can access client information, enter time, view documents, publish documents, and view client financial details from mobile devices.
Showing 81–100 of 1,000 ranked alternatives.
Brown Brothers Harriman &Co.
Track investments and connect with your team
Sign in using biometrics for secure access. Track and manage investments. Connect with relationship managers. Access tax documents, summaries, and statements. Receive alerts for trade updates and new contributions.
National Life Insurance Company
Manage cases, track commissions, and stay connected
Manage business operations remotely by viewing active cases and policies from the home screen. Track commissions and incentives if applicable. Monitor client actions, policy anniversaries, and notable events to stay informed.
Industrial Alliance Insurance and Financial Services Inc.
Monitor portfolio, chat with advisor
Monitor investment portfolios with real-time account updates. Access downloadable tax documents and advisor contact details. Use optional biometric authentication for secure logins. Track progress and stay connected with financial advisors.
Birdsoft LLC
Track time, manage expenses, create invoices.
The app allows users to add and manage timed entries and expense items by client and project. Users can create and email or print custom invoices and generate PDF and CSV reports.
EY Global Services Limited
Log in with biometric authentication
Employees can log in using biometric authentication to access documents. View and download salary slips, tax forms, and employment records. Receive notifications about updates and document changes.
BuildBook Inc.
Track projects, schedule tasks, and manage budgets
Manage residential construction projects with unlimited project tracking. Use Gantt charts for scheduling, collaborate via team and client chat, and manage budgets and change orders.
Diversified Insurance Industries, Inc.
View policy details anytime
Access policy details and coverages anytime. View Auto ID Cards instantly. Request policy changes and report claims. Make payments due DII. Review documents and certificates of insurance. Set up a client portal account for self-service access.
Christopher Wilson
Research cases and statutes
Help users research cases and statutes by providing relevant information and insights. Answer queries about specific cases. Offer summaries of case details and related principles. with understanding court decisions and statutory interpretations.
BKM Wealth Management, LLC
View accounts, track goals, manage finances
View financial accounts and balances. Track financial goals and priorities. Upload documents securely. Communicate with financial advisors. Access account statements and transaction history. Receive notifications for account activity.
Shanghai Qingji Information Technology Co., Ltd.
Create invoices, estimates, and quotes quickly
Create invoices, receipts, and bills by entering client details and adding items or services. Customize templates, set payment terms, and send documents via email or shareable links. Track payments and manage multiple clients within the .
CampLegal LLC
View cases, track billing, receive updates
Clients can log in with their phone number to view case details, billing dashboards, and payment invoices. They receive case updates, notifications, and milestone progress. Clients can rate completed cases and refer the law firm to others.
DISTRIBUTOR SOFTWARE SOLUTIONS, INC.
Manage projects, customers, and staff remotely
Manage projects, customers, and staff remotely. Create and send quotes in real time. Track materials and labor rates for faster invoicing. Organize client information and update project statuses on the go.
LBC Solutions, INC
Track client status and loan progress
Manage client information and processes. Add new clients and view their status. Request preapprovals and track loan progress. Upload documents and access programs. Stay updated without phone calls.
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