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 141–160 of 1,000 ranked alternatives.
SEI Connect - Investor
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.
TaxOfficeNow
ON-LINE TAXES INC.
Manage appointments and track client returns
Preparers can check return transmission status including queued, transmitted, accepted, and rejected (with reason) using date filters. View appointment summaries and manage client return status within the .
Accounting Flashcards
TSAPlay, LLC
Study with and videos
Learn financial with , audio, video, and interactive lessons. Play games to test knowledge. Study on the go in multiple languages including Chinese and Spanish. Track progress and prepare for CPA or bookkeeping exams.
Simple Invoice Maker・InvoPlex
Faliane Ltd.
Create invoices, send estimates, track receipts
Create and send professional invoices, estimates, and receipts. Add client details, itemized lists, and payment terms. Track document status and set reminders. Export in PDF or print formats. Share via email or messaging apps.
myFlexSpend
OneSource Virtual, Inc.
View accounts, track transactions, submit claims
View account balances and transaction history. Submit reimbursement claims with supporting documents. Fund HSA accounts from linked bank accounts. Receive and review email alerts. Contact administrators via email or phone.
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.