Apps Like OVB Tools for iPhone and iPad
Information and tools for consultants.
The app provides OVB consultants with news, colleague contact information, and event reminders. Users can access tools like a barcode reader, calculators, and checklists for managing client data and tasks.
OVB Tools screenshots
Ranked alternatives
Showing 1–20 of 1,000 ranked alternatives.
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.
Invoice Maker ▸ Estimate App
GetPaid Inc.
Send invoices, track payments, manage clients
Create and send invoices with customizable templates. Track payments and manage client lists. Attach photos to estimates. Set reminders for outstanding payments. View payment history and generate professional reports.
Beyond Finance
Beyond Finance Inc.
Review accounts and track progress
Review program progress and enrolled accounts. Connect with Client Success Team for support. Receive personalized tips and guidance.
NBS Benefits Mobile
National Benefit Services, LLC
View transactions, upload documents, and receive alerts
View recent transactions and account balances. Upload claim documents and photos. Access email and SMS alerts. Contact administrator via email or phone. Use same login credentials as WealthCare Portal. Support stronger authentication methods.
Receipt Scanner: Easy Expense
Easy Expense Tracker LLC
Scan receipts, extract data, organize expenses
Scan receipts to extract and organize key details like total amounts and itemized lists. Crop and save receipts digitally. Integrate with financial apps for tracking and record-keeping.
Crypto News: Prices, Alerts
ROCKETM FZCO
Track prices and read news
Track cryptocurrency prices and market trends in real time. View news articles and analysis from trusted sources. Monitor portfolio performance and set price . Add and manage assets with Hodlfolio.
LIC Digital - NRI
Life Insurance Corporation of India
View product info, download brochures, calculate premiums,
Access product information, download plan brochures, use a premium calculator, and view benefit illustrations. Apply for policies, locate LIC offices, and manage account details through the .
My Flex Account Mobile
Flexible Benefit Service Corporation
Manage balances and transactions
Manage healthcare accounts with real-time balance checks and transaction history. View email alerts and contact administrators via email or phone. Access accounts using the same credentials as the web portal.
NueSynergy Mobile
NueSynergy, Inc
Manage benefit accounts from mobile
The app provides a single access point for participants to manage consumer driven healthcare and other tax-favored benefit accounts. Users can view account balances, transaction details, and fund their HSA account from a checking or savings account.
CSB Mobile – Claremont Savings
Claremont Savings Bank
Transfer funds and deposit checks securely
Check account balances and review transaction history. Transfer funds between accounts and other banks. Pay bills or send money to friends. Deposit checks via photo. Locate nearby branches and ATMs.
Worklayer
Tickmark Inc
Digitally transform client service workflows
Manage client projects with upfront pricing and work assessments. Create and assign job orders to workers. Track workforce performance with points and instant feedback. Accept on-demand work requests.
TrulySmall Business Invoices
Kashoo Cloud Accounting USA Inc.
Create and send them instantly
Create and send professional instantly. Add client details, set payment terms, and track due dates. Manage billing and payments on the go. Export and receive payments directly through the .
How we rank alternatives
Apps are ranked by functional similarity, category fit, rating confidence, and popularity.