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 101–120 of 1,000 ranked alternatives.
Rabbitsoft Ltd.
Notify about content updates and messages
Manage files by viewing, downloading, commenting, searching, organizing, and uploading. Collaborate in real-time with teams and clients. Receive notifications for updates and mentions.
Cytonn Investments Management, LLC
Invest in money market funds
Manage investments in the Money Market Fund by creating an account, specifying investment amounts, agreeing to terms, entering personal details, and making payments via M-Pesa or bank transfer. View account details and track investment progress.
Firm App, LLC
Exchange documents and track tasks
Exchange documents, track tasks, and manage contact information within a single platform. Ask questions and set reminders. Scan documents and use GPS location features. Share files and communicate with professionals securely.
Crestwood Advisors Group LLC
View account details and manage portfolios remotely
Access client account information and household details through a mobile interface. View balances, transaction history, and portfolio summaries. Receive updates and notifications about account activity.
JVL Associates, LLC
Access client portal and manage accounts
Access client portal for account information, transaction history, and performance reports. View portfolio details, send secure messages, and schedule meetings with advisors. Download documents and set up alerts for account changes.
The Capital Group Companies Inc.
Check balances and review assets
Check account balances and view investment results. Review up-to-date holdings and recent transactions. Access insights from research analysts. Log in with secure multi-factor authentication. View team contact information.
Move, Inc.
Manage client interactions and data securely
Manage client interactions with real estate professionals. Track property listings, schedule showings, and share documents. Access market data and analytics. Collaborate with clients and team members. Send and receive messages.
TNT Connects LLC
Engage clients with personalized texts
Send personalized monthly text messages with client names and photos. Choose monthly design templates. Track engagement and responses. Upload content directly. No manual effort required.
PCLaw Time Matters, LLC
Track hours, manage calendar, access contacts
Track billable hours by recording activities from an iOS device. Pre-fill client and matter details to speed up data entry. Use a timer to measure spent on tasks. View activity history and access calendar and contact information in real-.
CaseWorthy, Inc
Home delivered meals for drivers.
The app allows drivers to view delivery details, capture signatures, and track client condition changes. It operates without a live data connection and uploads delivery details to ServTracker.
Awescode GmbH
Book appointments and manage schedules
Schedule appointments online with customizable booking widgets. Manage calendars, send reminders, and track client history. Integrate with business tools for marketing and operations. Handle payments and generate reports.
SEI Investments Management Corporation
Access accounts with biometrics
Access accounts with biometric login via Face ID or TouchID. Receive push notifications for new messages and documents. Scan physical documents using the camera to create formatted files.
THE RETIREMENT PLANNING GROUP, INC.
Review performance, track income, upload documents, link
Review investment performance and account values. View income, distributions, and net worth summaries. Upload and download documents from a secure vault. Link external accounts for consolidated financial data.
Provident Funding Associates L.P.
Track pipeline and create cases.
The app allows users to lock loans, view and upload required items, and access client information. Users can also price out loans, track their pipeline, and view news and guideline updates.
Finance Division Bangladesh
Pay bills and manage budgets
Manage personal and business finances with budget tracking, expense categorization, and account reconciliation. Schedule payments, view transaction history, and generate financial reports. Sync with banking apps for real-time data updates.
JZ Mobile LLC
Client focused schedule and invoicing.
The app maintains a client-focused schedule of appointments and integrates with user contacts to create invoices and track accounts. It offers financial information including inventory control and profit & loss analysis.
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