Apps Like CCH Client Collaboration for iPhone and iPad
Prepare tax documents securely
Share and collaborate on tax documents securely. View and edit 1040s and business tax returns. Communicate with CPA in real time. Upload and organize files remotely. Access documents from any device. Track progress and receive updates.
by CCH Incorporated★ 1.526 ratingsFinanceFreeData updated 2026-09-06
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.
Upload tax documents via photo or cloud storage. Connect with a credentialed tax professional for guidance. Receive in- notifications for clarification. Complete tax filings with expert assistance.
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.
Check refund status, make payments, and find free tax preparation help. Sign up for tax tips and follow IRS news. Access IRS resources and connect with the agency remotely.
Manage tax documents and financial records with secure messaging and expert support. Track refunds, submit forms, and access account details. Set reminders and view tax progress. Communicate with tax professionals for guidance and assistance.
AI identifies tax deductions and generates tax returns. Users input income and expenses. A CPA reviews and finalizes returns. Tracks deductions and provides tax savings estimates. Offers federal and state filing assistance.
By uploading a previous year's return to auto-fill up to 80 fields. Review and submit the tax return. Access expert assistance for tax-related questions. Sync with for seamless filing.
Track cryptocurrency holdings and performance across wallets and exchanges. View net worth, gains, losses, and transaction history. Generate tax reports and export data for accounting. Set up alerts for price changes and updates.
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.
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.
Track and record automatically with real-time logging and manual entry options. Calculate tax deductions and reimbursements based on predefined rates. Generate IRS-compliant reports and export data in multiple formats.
Scan receipts, bills, and invoices to extract store name, date, tip, and tax details. Categorize automatically. Set reminders for tax deductions. Generate instant expense reports. Store documents securely. Track spending patterns over time.
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.
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.
Check account balances and review recent transactions. Transfer funds between accounts. Deposit checks remotely. Access statements and tax forms electronically.
Track IRS and state tax refund status in real time. Connect securely to IRS.gov and state websites. View refund details and estimated arrival dates. Receive notifications about updates and changes.