Roth Wizards app icon

Apps Like Roth Wizards for iPhone and iPad

by Beacon Light Investments, LLC★ 5.02 ratingsFinanceFreeData updated 2026-09-06

Ranked alternatives

Showing 41–60 of 1,000 ranked alternatives.

  1. Via Benefits Accounts app icon

    Via Benefits Accounts

    Acclaris Inc

    Manage benefit accounts from anywhere easily.

    The app allows users to manage HSA, FSA, HRA, and other benefit accounts. Users can submit expenses, track spending, and check balances directly from their mobile device.

    ★ 4.729,715 ratingsFinanceFreeData updated 2026-09-20
  2. IRS app icon

    IRS

    Internal Revenue Service

    Check refund status and make payments

    Check refund status, make payments, and find free tax preparation help. Sign up for tax tips and follow IRS news. Access IRS resources and connect with the agency remotely.

    ★ 4.611,142 ratingsFinanceFreeData updated 2026-10-31
  3. Keeper: Tax Filing & Expenses app icon

    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.

    ★ 4.812,785 ratingsFinanceFreeData updated 2026-09-18
  1. Lincoln Financial Mobile app icon

    Lincoln Financial Mobile

    Lincoln National Corp.

    Access account info and manage retirement plan

    Manage retirement accounts, submit and track claims, view dental ID cards, and access wellness tools. Adjust retirement plan settings, manage employee benefits, and find dentists.

    ★ 2.9321 ratingsFinanceFreeData updated 2026-09-09
  2. Taxfyle: Taxes Done For You app icon

    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.

    ★ 4.7653 ratingsFinanceFreeData updated 2026-09-10
  3. Berkheimer Tax Innovations app icon

    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.

    ★ 4.54,379 ratingsFinanceFreeData updated 2026-09-16
  4. Mile Logger - Mileage tracker app icon

    Mile Logger - Mileage tracker

    Dajax LLC

    Log drives, classify, merge, calculate

    Track driving trips automatically with real-time logging. Classify trips with a single swipe. Merge multiple trips for accurate distance calculation. Store complete drive history with details like parking, tolls, and notes.

    ★ 4.03,854 ratingsFinanceFreeData updated 2026-09-10
  5. Smart Receipts: Expenses & Tax app icon

    Smart Receipts: Expenses & Tax

    REACTIVE APPS CORP.

    Scan receipts, track mileage, create reports

    Track by scanning receipts and logging transactions. Organize receipts into folders. Generate customizable PDF, CSV, and ZIP reports. Calculate tax deductions and mileage . Export data for tax filing and financial record-keeping.

    ★ 4.812,778 ratingsFinanceFreeData updated 2026-09-09
  6. TaxSlayer: File your taxes app icon

    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.

    ★ 4.820,582 ratingsFinanceFreeData updated 2026-09-08
  7. Solo: Your Gig Business App app icon

    Solo: Your Gig Business App

    Solo Technologies, Inc.

    Track income, expenses, and payments

    Manage income from gig jobs by linking accounts with Uber, Doordash, Instacart, Amazon Flex, or others. Track expenses, project taxes, and receive guaranteed daily pay.

    ★ 4.711,492 ratingsFinanceFreeData updated 2026-09-06
  8. Foreceipt Receipt Tracker App app icon

    Foreceipt Receipt Tracker App

    Relayin Corporation

    Track receipts and book expenses

    Track expenses by scanning receipts and categorizing transactions. View detailed reports, set budget limits, and export data for tax purposes. Sync across devices and receive notifications for spending trends.

    ★ 4.76,653 ratingsFinanceFreeData updated 2026-09-08
  9. FreshBooks Invoicing App app icon

    FreshBooks Invoicing App

    2ndSite Inc

    Create invoices and manage accounts

    Create and send professional invoices with customizable templates. Track expenses with receipt scanning and categorization. Manage client relationships with activity logs and payment reminders. Generate financial reports and sync data across devices.

    ★ 4.710,977 ratingsBusinessFreeData updated 2026-09-10
  10. Shoeboxed: Receipt Scanner app icon

    Shoeboxed: Receipt Scanner

    Shoeboxed, Inc.

    Track expenses, scan receipts, organize business cards

    Track expenses by scanning receipts, mileage, and business cards. Automatically categorize receipts into 15 tax categories. Create expense reports with attached images. Send reports directly from the . Upload and organize receipts for tax purposes.

    ★ 4.51,801 ratingsFinanceFreeData updated 2026-09-08
  11. Where’s My Refundo? WMR+ app icon

    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.

    ★ 4.23,162 ratingsFinanceFreeData updated 2026-09-10

How we rank alternatives

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