Best Concurrent Client Access Apps

249+ iOS apps curated and reviewed

4.5 avg rating

20 free apps

Updated October 2026

Looking for free concurrent client access apps? 20 of our 249+ tracked titles are free to download — no subscription, no trial. The rest are premium picks worth paying for.

Compare top Concurrent Client Access Apps (October 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	Concurrent Client Access	Free	5.0★ (1)	No	No	Oct 2026
2	EXE Client Portal	Free	—	No	No	May 2026
3	Qount Client Portal	Free	3.0★ (10)	No	No	Sep 2026
4	Karbon for Clients	Free	5.0★ (3)	No	No	Sep 2026
5	Opco Client Access mobile app	Free	4.4★ (39)	No	No	Oct 2026
6	Slack	Free	4.1★ (53K)	No	No	Oct 2026
7	TaxDome Client Portal	Free	4.9★ (41K)	No	No	Oct 2026
8	Private Client Services	Free	4.1★ (11)	No	No	Sep 2026

Top Picks for Concurrent Client Access

#1

Concurrent Client Access by Concurrent Investment Advisors, LLC

Editor's Choice

5.0(1 ratings)

Free

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Access your portfolio data, view reports, and communicate with your team through an intuitive interface. Requires an enabled client account with a Concurrent affiliated team.

#2

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Strong Contender

0.0(0 ratings)

Free

EXE Client Portal screenshot 1

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#3

Qount Client Portal by Qount Team

Worth Considering

📊 Productivity

3.0(10 ratings)

Free

Qount Client Portal screenshot 1

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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.

More Concurrent Client Access apps to explore

Karbon for Clients

Karbon for Clients

Karbon for Clients

Accounting firm client portal

Securely share files, exchange information, and communicate with your accounting firm. Manage tasks and stay connected with your advisors from your mobile device. Track project progress and reduce back-and-forth communication.

Secure file sharingClient-advisor communicationTask management

📊 Productivity

Opco Client Access mobile app

Opco Client Access mobile app

Opco Client Access mobile app

by Oppenheimer and Co. Inc.

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

Business Communication

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.

Unified workspace for teams and external partnersAI-powered search and conversation summarizationVideo conferencing with screen sharing

TaxDome Client Portal

TaxDome Client Portal

TaxDome Client Portal

Safe accounting client portal

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.

Review and approve documentsScan and upload documentsSecure chat with accounting professional

Private Client Services

Private Client Services

Private Client Services

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

FTWA Client Portal App

FTWA Client Portal App

FTWA Client Portal App

by Fifth Third Wealth Advisor LLC

Ally: Bank, Auto & Invest

Ally: Bank, Auto & Invest

Ally: Bank, Auto & Invest

The app for all things money

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

by Client Hub Inc.

Streamline client interactions and document management for accounting firms. This app centralizes client information, moves communications out of email, and enables clients to access their files independently.

Client information gatheringDocument collectionEmail-free client interactions

Private Market Deals

This app serves as a companion to a private market membership, allowing users to browse curated deal information, review company details, and manage their account. It facilitates access to private market opportunities by presenting deal specifics and then seamlessly directs users to an external platform for transaction completion.

Browse curated deal informationReview company overviews and memosView team backgrounds and risk disclosures

Accounting Practice Software

Manage your accounting practice and clients from anywhere with this mobile app. Access client information, files, and manage projects, tasks, and billing on the go. Securely handle sensitive data with advanced mobile security features.

Client communication and information accessMobile file management and annotationWorkflow automation and task management

Concurrent Advisors Portal

Concurrent Advisors Portal

Concurrent Advisors Portal

by Concurrent Investment Advisors, LLC

Diversify Client Portal

Diversify Client Portal

Diversify Client Portal

by Diversify Advisor Network

eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

eMoney Client Portal

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

Accounting Client Portal

Accounting Client Portal

Accounting Client Portal

Talk to your accountant

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

Hona - Client App

Hona - Client App

Hona - Client App

Client Portal for Updates

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

Parallel Accounts・Dual Space

Parallel Accounts・Dual Space

Parallel Accounts・Dual Space

Multiple Account: Clone App

This app lets you run multiple instances of the same application on a single device. Easily manage separate work and personal profiles, social media, or game accounts in a secure, private space. Switch between accounts instantly and manage notifications without conflict.

Clone apps for dual accountsPrivate and secure secondary spaceFast account switching

📊 Productivity

free with in-app purchases

Client account management

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 October 2026, with a 5.0-star average from 1 App Store ratings, and it's free to download.

Are there free concurrent client access apps for iPhone?

Yes — 20 of the top concurrent client access apps we rank are free to download, including Concurrent Client Access and EXE Client Portal.

Does Concurrent Client Access have ads or in-app purchases?

Concurrent Client Access has no ads and has no in-app purchases, according to its App Store listing as of October 2026.

How many concurrent client access apps are on the App Store?

We track 249+ concurrent client access apps on the iOS App Store as of October 2026, ranked by rating, recency, and analysis of real user reviews.