Best Concurrent Client Access Apps

231+ iOS apps curated and reviewed

4.6 avg rating
20 free apps
Updated July 2026

Looking for free concurrent client access apps? 20 of our 231+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Concurrent Client Access Apps (July 2026)

#AppPriceRatingAdsIn-App PurchasesUpdated
1Concurrent Client AccessConcurrent Client AccessFree5.0★ (1)NoNoAug 2026
2TaxDome Client PortalTaxDome Client PortalFree4.9★ (39K)NoNoAug 2026
3SlackSlackFree4.1★ (49K)NoNoAug 2026
4ADP Mobile SolutionsADP Mobile SolutionsFree4.7★ (4.4M)YesNoAug 2026
5Private Client ServicesPrivate Client ServicesFree4.4★ (10)NoNoMay 2026
6Clio for ClientsClio for ClientsFree4.9★ (12K)NoNoAug 2026
7EXE Client PortalEXE Client PortalFreeNoNoMay 2026
8Microsoft OneNoteMicrosoft OneNoteFree4.7★ (1.1M)NoYesAug 2026

Top Picks for Concurrent Client Access

TaxDome Client Portal#2

TaxDome Client Portal by TaxDome

Safe accounting client portal
Strong Contender
💰 Finance
4.9😊(39K ratings)
Free
TaxDome Client Portal screenshot 1
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TaxDome Client Portal screenshot 3
TaxDome Client Portal screenshot 4
TaxDome Client Portal screenshot 5
TaxDome Client Portal screenshot 6

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.

What We Love

  • 👍 Easy to navigate
  • 🚀 Convenient and efficient
  • 🔒 Secure and private
  • 💡 Helpful and informative

Room to Improve

  • 🐛 Occasional technical issues
  • 🐛 Difficulty with certain features
  • 🐛 Inconsistent performance
Slack#3

Slack by Slack Technologies, Inc.

Business Communication
Worth Considering
💼 Business
4.1😊(49K ratings)
Free
#18in Business
Slack screenshot 1
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Slack screenshot 6

This app streamlines business communication by bringing together coworkers, customers, and contractors in a secure, unified workspace. It offers AI-powered search and summarization, automation tools, and integrations with over 2,600 apps to reduce busywork and improve collaboration.

What We Love

  • 🚀 Excellent communication tool
  • 👍 Intuitive interface
  • 🔒 Secure and reliable
  • 💡 Helpful integrations and features

Room to Improve

  • 🐛 Inconsistent notifications
  • 🔍 Cluttered and confusing UI
  • 🔋 High battery consumption

More Concurrent Client Access apps to explore

4
ADP Mobile Solutions
ADP Mobile Solutions
ADP Mobile Solutions
HR for Employees & Managers
Free

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.

View pay & W2 statementsRequest and approve time offTrack time & attendance (punch in/out, timesheets)
💼 Business
(4.4M)
free with in-app purchases
5
Private Client Services
Private Client Services
Private Client Services
Client portal
Free

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.

Secure Multi-Factor AuthenticationComprehensive account overviewInvestment results and holdings
💰 Finance
(10)
free
6
Clio for Clients
Clio for Clients
Clio for Clients
Stay connected to your lawyer.
Free

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.

Secure document sendingPrivate messaging with lawyerCase information access
📊 Productivity
(12K)
free
7
EXE Client Portal
EXE Client Portal
EXE Client Portal
Access valuation & documents
Free
💰 Finance
(0)
8
Microsoft OneNote
Microsoft OneNote
Microsoft OneNote
Capture Notes, Ideas and Memos
Free

Capture thoughts, ideas, and plans in a digital notepad. Organize, search, and secure your notes, memos, and sketches. Sync across devices for access anywhere, anytime. Collaborate with others on shared notepads.

Capture thoughts and ideasDigital sketchbookOrganize and search notes
📊 Productivity
(1.1M)
free with in-app purchases
9
Hona - Client App
Hona - Client App
Hona - Client App
Client Portal for Updates
Free

This app provides a secure and convenient way to communicate with your legal team. Receive real-time case updates, send instant messages, and access all your legal documents directly from your iOS device.

Instant two-way messagingReal-time case updatesFull mobile access to case information
💼 Business
(160)
free
10
Clio for Law Firms and Lawyers
Clio for Law Firms and Lawyers
Clio for Law Firms and Lawyers
Work from anywhere.
Free

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.

Remote case and client information accessBillable and non-billable time trackingSecure client communication
💼 Business
(8.8K)
freemium
11
Authenticator ℠ App
Authenticator ℠ App
Authenticator ℠ App
Authentication App: 2FA, MFA
Free

Secure your online accounts with standards-based two-factor authentication. This app generates time-based one-time passwords directly on your device, offering a reliable second step for sign-ins without relying on SMS codes. Protect personal and work accounts across various platforms.

Secure TOTP verification codesFast and easy account setupFull control over 2FA accounts
🔧 Utilities
(4.4K)
free with in-app purchases
12
monday.com - AI Work Platform
monday.com - AI Work Platform
monday.com - AI Work Platform
Plan & Organize Teamwork
Free

This app serves as a central hub for team collaboration and project management, enabling teams to organize tasks, track progress, and communicate effectively. It offers real-time updates, customizable views, and automation to streamline workflows and boost productivity.

Real-time team updatesTask assignment and trackingMultiple data visualization views
💼 Business
(47K)
free with in-app purchases
13
Opco Client Access mobile app
Opco Client Access mobile app
Opco Client Access mobile app
by Oppenheimer & Co. Inc.
Free

Access your Oppenheimer & Co. Inc. account information, view holdings and balances, and review recent activity. Get the latest research, market commentary, and analyst information. Manage your profile and easily contact your financial advisor.

Account summary and holdingsBalances and recent activityAccess account statements
💰 Finance
(38)
free
14
Authenticator app - 2FA, MFA
Authenticator app - 2FA, MFA
Authenticator app - 2FA, MFA
Two Factor Authentication, OTP
Free

This app provides secure two-factor authentication for over 1000 popular online accounts. It offers quick access via widgets and Apple Watch, and ensures your data is safe with no internet exchange. Easily set up accounts by scanning QR codes or entering secret keys.

Two-factor authentication (2FA)Multi-factor authentication (MFA)Supports 1000+ apps
🔧 Utilities
(5.7K)
free with in-app purchases
15
Authenticator App
Authenticator App
Authenticator App
2FA Authentication MFA & OTP
Free

This app provides secure two-factor authentication codes for your online accounts, enhancing security with encryption and backups. It offers seamless synchronization across Apple devices and quick access via widgets, even when offline.

Secure & Private EncryptionEncrypted BackupAutomatic Synchronization
📊 Productivity
(48K)
subscription
16
Accounting Client Portal
Accounting Client Portal
Accounting Client Portal
Talk to your accountant
Free

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.

Effortless communication with accountantSecure file and receipt sharingQuick access to financial statements
💼 Business
(19)
free
17
Paycom
Paycom
Paycom
by Paycom
Free

Manage HR and payroll tasks like checking schedules, requesting time off, and reviewing pay. Access employee information, track expenses, and complete training. Managers can approve requests and view team data.

Manage HR and payroll tasksView employee informationTrack time and expenses
💼 Business
(1.5M)
free
18
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
Ally: Bank, Auto & Invest
The app for all things money
Free

Manage your banking, investments, and auto payments all in one secure app. Features include smart savings tools, commission-free trading, and personalized investment advice. Get early direct deposit and free FICO® Score updates.

Manage bank, auto, and investment accountsSchedule vehicle payments and use Auto PaySmart savings tools like buckets and boosters
💰 Finance
(111K)
free
19
Authy Authenticator: MFA & 2FA
Authy Authenticator: MFA & 2FA
Authy Authenticator: MFA & 2FA
Multi-Factor Authentication
Free

Securely store and generate two-factor authentication codes for your online accounts directly on your device. Features encrypted backups, cross-device sync, and quick access widgets. Supports thousands of services and offers offline code generation.

Secure and private data storageEncrypted backups to iCloudCross-device sync including Apple Watch
🔧 Utilities
(189)
free with in-app purchases
20
Square - Dashboard for POS
Square - Dashboard for POS
Square - Dashboard for POS
Simple, Powerful POS Analytics
Free

Monitor your business performance, finances, and team from anywhere in real time. Track sales, manage cash flow, and update schedules with this powerful analytics tool.

Real-time business monitoringSales and performance trackingFinancial management
💼 Business
(2.9K)
ad-supported

FAQ about Concurrent Client Access

What are the best concurrent client access apps for iPhone?
Concurrent Client Access tops our concurrent client access apps ranking as of July 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.
Yes — 20 of the top concurrent client access apps we rank are free to download, including Concurrent Client Access and TaxDome Client Portal.
Concurrent Client Access has no ads and has no in-app purchases, according to its App Store listing as of July 2026.
We track 231+ concurrent client access apps on the iOS App Store as of July 2026, ranked by rating, recency, and analysis of real user reviews.
Concurrent Client Access is a finance app that allows enabled clients to access their portfolio data, view reports and statements, and communicate with their team in a simple interface.
Concurrent Client Access is supported on iPhone, iPad, and iPod devices.