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.
CCH Client Collaboration screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
Taxfyle: Taxes Done For You
Tickmark Inc
File with a certified expert
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.
TaxDome Client Portal
TaxDome LLC
Review documents, chat securely, sign agreements, upload
Review and approve documents, scan and upload files, chat securely with accounting professionals, sign documents electronically, complete questionnaires, and pay invoices.
TaxCaddy
Thomson Reuters
Organize tax documents and sign securely
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.
TurboTax: File Your Tax Return
Intuit Inc.
Taxes for free and save time
Taxes with step-by-step guidance. Complete forms, track progress, and submit electronically. Access free resources and tools. Switch to before February 28 to qualify for a limited-time offer.
MyBlock: Tax Docs & Refund
HRB Tax Group, Inc.
Track expenses, file taxes, and manage refunds
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.
FlyFin - 1099 Taxes
AI FlyFin Inc
File with AI and CPA help
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.
H&R Block Tax Prep: File Taxes
HRB Tax Group, Inc.
Upload tax returns and auto-fill fields
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.
Calculator
The App Tower Inc.
Calculate with 80 themes to choose
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.
Berkheimer Tax Innovations
H. A. Berkheimer, Inc.
File and pay local EIT taxes instantly
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.
MileIQ: Mileage Tracker & Log
MileIQ Inc.
Track and record trips automatically
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.
CoinTracker: Portfolio & Taxes
Nino Finance, Inc.
Track crypto holdings and
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.
Patriot Federal Credit Union
Patriot Federal Credit Union
Check balances and view transactions
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.
Cornerstone Home Lending
Cornerstone Capital Bank, SSB
Make payments and view account details
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.
SimplyWise: Receipts, Expenses
SimplyWise, Inc.
Scan receipts, track , file taxes automatically
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.
Vio Bank Mobile
Digital Development LLC
Check balances, view statements, make deposits
Check account balances and review recent transactions. Transfer funds between accounts. Deposit checks remotely. Access statements and tax forms electronically.
Where’s My Refundo? WMR+
Refundo Inc.
Track tax refunds securely and instantly
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.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.