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 21–40 of 1,000 ranked alternatives.
Liscio PRO
Liscio, Inc
Send secure messages and sign documents
Secure messaging allows sending and receiving sensitive information. Sign documents electronically. View pending tasks in a to-do list. Exchange files directly through the . Scan and upload documents using the built-in scanner.
TaxAudit App
TaxResources, Inc.
Upload documents and track case status
Securely log in using Touch/Face ID and multifactor authentication. Upload documents by taking photos or selecting files from your device. Send and receive messages to communicate with your audit team. Track case status updates in real time.
TaxSlayer: File your taxes
TaxSlayer LLC
Accurately and securely
Prepare federal and state tax returns from any device. Complete filings step-by-step with guidance. Compare prior year returns for accuracy. Get unlimited phone and email support. returns on mobile, tablet, laptop, or desktop.
Stripe Express
Stripe Inc
Track payments and view your balance
Track earnings from creator or gig platforms via . View available balance, upcoming payouts, and cash flow analysis. Update bank account and business details. Receive notifications about incoming payments.
My CPA Dashboard
Tareq Salah
Manage client requests and track expenses
Manage client communications and accounting tasks through a centralized . Track invoices, expenses, and deadlines. Schedule appointments and send reminders. Collaborate on documents and share updates in real time.
Mileage Tracker by Driversnote
Driversnote ApS
Track , log trips, and export reports
Track business automatically with real-time logging and classification. Generate IRS-compliant logs instantly. Calculate reimbursement or deductions based on recorded trips. Classify trips by purpose and export reports for tax purposes.
Keeper: Tax Filing & Expenses
Keeper Tax Inc.
Manage taxes with AI and expert help
Track year-round and connect bank accounts for personalized tax guidance. Automatically identify tax breaks and file with IRS and all 50 states. Support for W-2, 1099, investments, and 300+ credits and deductions.
REPS Time
Agents invest LLC
Track hours and qualify
Track real estate hours to qualify for status. Log spent on real estate activities, calculate total hours, and verify compliance with IRS requirements. Export reports and share with tax professionals.
MyTaxOffice
ON-LINE TAXES INC.
Upload documents, track progress, communicate securely
Taxpayer can upload documents and sign tax forms remotely. Access prepared tax forms anytime. Communicate with tax preparer without in-person visits. Submit and manage tax-related information securely.
LoanNav
Cornerstone Capital Bank, SSB
Make payments and view status
Manage loan accounts by making and viewing payments, checking escrow details including tax and insurance disbursements, accessing all statements including year-end tax documents, and reviewing educational resources like FAQs.
SAM Connect
SAM Technology LLC
Track returns, upload docs, chat with tax
Track tax returns and upload documents securely. Chat with tax professionals and make payments. Access AI-powered tax strategies for personalized planning. Manage financial data and receive guidance for tax preparation.
e-taxfiller: Edit PDF Forms
airSlate, Inc.
Fill and send tax documents securely
Fill out tax like 1099, W2, and W-9 using available templates. , eSign, share, print, and download documents directly. Submit without uploading them to the .
Fingercheck Mobile
FingerCheck LLC
Clock in and manage PTO remotely
Manage payroll and HR tasks from . Clock in/out with GPS or photo. View timesheets, schedules, and PTO balances. Digitally sign timesheets. Request time off and view pay stubs. Submit expense reports. Track employee schedules and payroll data.
Lili - Small Business Finances
Lili Financial Services LTD
Manage , track expenses, create invoices, monitor
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.
LZ Books
LegalZoom.com, Inc.
Track transactions and mileage
Manage transactions from connected business accounts. Edit categories and descriptions, upload receipts. Track mileage manually or automatically. Create and send invoices. View income, insights, and trends.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.