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
Track net worth, investments, real estate, and liabilities in real time. Organize financial data into a centralized dashboard. Securely store and tag tax, financial, and estate documents. Automatically update financial information.
Scan receipts instantly with camera capture. Extract store name, date, and total via OCR. Organize using folders, tags, and categories. Search receipts by keywords or dates. Store and access all documents in one place.