214+ iOS apps curated and reviewed
Every iPhone needs a few good btw company client portal apps. We benchmark 214+ of them on App Store rating, freshness, and pricing, then surface the standouts so you don't have to scroll the App Store yourself.
Access your Boston Trust Walden Company accounts online. View real-time market value, positions, transactions, and important documents securely. Receive reports faster than traditional mail.
Securely share files and exchange information with your accountant. Manage your to-do list, upload necessary documents, and ask questions directly to your tax professional through an intuitive mobile interface.
Securely connect with your accounting professional to manage documents, communicate, and complete tasks. Review, upload, and sign documents, chat securely, and pay invoices all within a user-friendly interface.
Access corporate apps, data, and resources securely from your mobile device. Enroll your device, reset passwords, find work-related apps, and manage your enrolled devices. Get IT support contact information directly within the app.
This app facilitates seamless communication and document sharing between clients and their accountants. It allows users to securely upload files, ask questions, and access financial statements for informed decision-making.
Access your investment account information on the go. View balances, review asset allocation, check transactions, and assess results. Stay informed with research insights and easily contact your team.
Easily sign and manage PDF documents and other file formats with this comprehensive e-signature solution. Upload files, create templates, and collect legally-binding signatures from multiple parties. Securely store and access your documents online or offline.
This app facilitates secure communication and real-time updates between accounting firms and their clients. It allows for direct messaging, information requests, and mobile notifications to streamline collaboration and provide insights into ongoing work.
Access payroll, time, benefits, and HR information for yourself and your team. Track time, view pay statements, manage time off, and connect with colleagues. Managers can approve requests and view team calendars.
Effortlessly store and manage your client data with this simple and beautiful application. Organize customer interactions, make notes, import contacts, and set reminders. Communicate with clients via email, SMS, or direct calls, all from one place.
Securely store, generate, and autofill passwords and passkeys across all your devices. This app also manages other sensitive information like credit cards and notes, with features for secure sharing and travel.
This app offers a secure portal for clients to communicate with their legal counsel. It allows for document sharing, private messaging, case updates, and invoice management, all within a protected client-attorney environment.
Access company intranet, internet, and web apps securely and intuitively. This app provides instant access to internal network sites without manual VPN connection, and organizes all your bookmarks in one place. It also features a built-in QR code scanner.
Manage your cases, activities, and finances with this comprehensive client portal. Track progress, view media, communicate with contacts, and handle billing and payments all from one centralized platform.
This app facilitates secure and convenient exchange of confidential documents between professionals and their clients. It streamlines the process of sending and receiving files, updating profiles, and communicating instantly, eliminating the need for paper-based methods.
This app allows legal professionals to manage cases, clients, and billing remotely. It offers features for time tracking, secure client communication, document scanning, and in-person payment processing. Stay productive and profitable from anywhere with secure cloud storage and AI-powered assistance.
Access your investment portfolio, download performance reports, and communicate with your financial advisor directly from your mobile device. Stay informed and connected with your financial world on the go.
Access your online accounting and payroll services from anywhere. Manage account details, view important documents, and track financial information. Stay updated with notifications and access earnings reports and leave balances on the go.
Manage your shareholdings conveniently on the go. Access your portfolio, download important documents, and track your investments securely. You can also manage holding details and buy or sell shares.
