Best apps like CCH Client Collaboration

10+ similar apps compared and reviewed

4.2 avg rating
10 free apps
Updated July 2026

Whether you want more options like CCH Client Collaboration or a completely different take on the same concept, our curated list of 10+ similar apps has you covered. Updated for 2026 with the latest ratings and comparisons.

Top Alternatives to CCH Client Collaboration

TaxCaddy#1

TaxCaddy by Thomson Reuters

Simplify tax time
Editor's Choice
💰 Finance
4.5😞(8.6K ratings)
Free
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This app simplifies tax document gathering and sharing with your tax professional. It automatically retrieves financial documents, allows secure uploads of paper records, and enables electronic signing of tax forms. Collaborate with your accountant from any device, eliminating the need for office visits or paper organizers.

What We Love

  • 🚀 Easy to use
  • 🚀 Convenient document upload
  • 🚀 Helpful for tax preparation
  • 👍 Organized and intuitive interface

Room to Improve

  • 🐛 Buggy and unreliable
  • 👎 Poor customer support
  • 👎 Difficult to navigate

More apps like CCH Client Collaboration

4
PURE Insurance
PURE Insurance
PURE Insurance
Exclusively for PURE members.
Free

This app provides PURE insurance members with tools to manage their policies, submit claims, and access exclusive member benefits. It offers features like real-time claim tracking, digital home inspections, and personalized insurance advice.

Submit and track claimsAccess policies and auto ID cardsPay bills
💰 Finance
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free
5
MyCincinnati®
MyCincinnati®
MyCincinnati®
by The Cincinnati Insurance Company
Free

Manage your insurance policies, access documents, and handle payments. Report claims, request roadside assistance, and find helpful resources. Go paperless and connect with payment services.

Access policy documentsManage paymentsReport and view claims
💰 Finance
(4K)
free
6
Chubb Mobile
Chubb Mobile
Chubb Mobile
Chubb Personal Risk Services
Free

Access your insurance information and manage your policy on the go. Get digital auto ID cards, accident support, and tools to report claims easily. Connect with your agent and find answers to common questions.

Digital auto ID cardsAccident support toolsOne-step claim reporting
💰 Finance
(225)
free
7
Investor-Portal
Investor-Portal
Investor-Portal
AppFolio Investment Manager
Free

Access a centralized hub for real estate investors to monitor their investments and receive updates from their investment manager. Track performance, review documents, and get real-time project news.

Track investment performanceView and sign documentsReal-time project updates
💰 Finance
(1.5K)
free
8
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
eMoney Client Portal
Free

Access a consolidated view of your entire financial life, track spending and investments, and set personalized goals. Securely store important documents and communicate with your advisor all in one place.

All-in-one account aggregationSpending and investment trackingPersonalized goal setting
💰 Finance
(24)
free
9
RBC WM Online U.S.
RBC WM Online U.S.
RBC WM Online U.S.
by RBC Capital Markets, LLC
Free

Access your investment accounts on the go with this app. View your portfolio, check balances, and review performance. Securely message your advisor and deposit checks directly from your device.

View total portfolio dashboardCheck account balances and performanceDeposit checks directly
💰 Finance
(239)
free
10
Morgan Stanley Wealth – Tablet
Morgan Stanley Wealth – Tablet
Morgan Stanley Wealth – Tablet
by Morgan Stanley
Free

Manage your personal finances, deposit checks, and transfer money securely. Access account documents, track income and expenses, and trade stocks and ETFs. Connect with your financial advisor and stay updated on market data.

Account managementMobile check depositMoney transfers
💰 Finance
(67)
free