3Roots Client Portal app icon

Apps Like 3Roots Client Portal for iPhone and iPad

by 3Roots Wealth Partners LLC★ 0.00 ratingsFinanceFreeData updated 2026-09-06
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Ranked alternatives

Showing 1–20 of 1,000 ranked alternatives.

  1. Edward Jones app icon

    Edward Jones

    Edward D. Jones & Co., L.P.

    View accounts and track performance

    View account holdings, performance, and activity. Connect external accounts to see balances. Track progress toward financial goals. Message and share documents with the team. Deposit checks and transfer funds. View and sign account-related documents.

    ★ 4.8139,128 ratingsFinanceFreeData updated 2026-09-08
    App details
  9. TaxDome Client Portal app icon

    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.

    ★ 4.940,758 ratingsFinanceFreeData updated 2026-09-18
    App details
  10. HCWM app icon

    HCWM

    Hidden Cove Wealth Management LLC

    ★ 5.01 ratingsFinanceFreeData updated 2026-09-06
    App details
  16. TenTax Client Portal app icon

    TenTax Client Portal

    TenTax & Accounting, LLC

    Manage taxes, prepare returns, track expenses, plan

    Manage financial documents with secure messaging, collaborative workspaces, and digital signatures. Schedule and conduct video meetings. Store and share files. Customize workflows for tax planning, accounting, and compliance tasks.

    ★ 5.03 ratingsBusinessFreeData updated 2026-09-06
    App details

How we rank alternatives

Apps are ranked by functional similarity, category fit, rating confidence, and popularity.