Best Concurrent Client Access Apps

249+ iOS apps curated and reviewed

4.5 avg rating

20 free apps

Updated September 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 (September 2026)

#	App	Price	Rating	Ads	In-App Purchases	Updated
1	Concurrent Client Access	Free	5.0★ (1)	No	No	Aug 2026
2	Secure Client Access	Free	4.8★ (9)	No	No	Sep 2026
3	EXE Client Portal	Free	—	No	No	May 2026
4	Square Team	Free	4.7★ (40K)	No	No	Sep 2026
5	ADP Mobile Solutions	Free	4.7★ (4.4M)	Yes	No	Sep 2026
6	Qount Client Portal	Free	3.0★ (10)	No	No	Sep 2026
7	Windows App Mobile	Free	4.2★ (7.8K)	No	No	Sep 2026
8	Paycom	Free	4.8★ (1.6M)	No	No	Sep 2026

Top Picks for Concurrent Client Access

#1

Concurrent Client Access by Concurrent Investment Advisors, LLC

Editor's Choice

💰 Finance

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

Secure Client Access by The Awesome Co

Secure Access

Strong Contender

💰 Finance

4.8(9 ratings)

Free

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Secure Client Access screenshot 4

Manage your credit journey with tools to track progress and stay connected. Upload documents, monitor your credit score in real-time, and communicate securely with your specialist. Track dispute statuses for detailed insights into your credit report.

#3

EXE Client Portal by Everys Financial Services Limited

Access valuation & documents

Worth Considering

💰 Finance

0.0(0 ratings)

Free

EXE Client Portal screenshot 1

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More Concurrent Client Access apps to explore

Square Team App

This app streamlines team communication, scheduling, and time tracking for businesses. Employees can clock in/out, view shifts, and check estimated pay. Employers can manage schedules, send announcements, and process payroll.

Clock in/out on mobileReal-time team messagingShift scheduling and management

free with in-app purchases

ADP Mobile Solutions

ADP Mobile Solutions

ADP Mobile Solutions

HR for Employees & Managers

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)

free with in-app purchases

Qount Client Portal

Qount Client Portal

Qount Client Portal

by QountHQ Inc.

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.

Secure MessagingInformation RequestsMobile Notifications

📊 Productivity

Windows App Mobile

Windows App Mobile

Windows App Mobile

Previously Remote Desktop

Connect securely to Windows PCs, virtual apps, and desktops from your iOS or iPadOS device. Access your work environment remotely with ease, managing connections and resources from a unified client.

Connect to remote PCs and virtual desktopsAccess managed resourcesRemote Desktop Gateway support

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

FTWA Client Portal App

FTWA Client Portal App

FTWA Client Portal App

by Fifth Third Wealth Advisor LLC

Site Audit List & Reports

Site Audit List & Reports

Site Audit List & Reports

Punch, Inspection & PDF Maker

Streamline your site audits with this app. Document issues with photos and annotations, then generate professional PDF reports directly from your mobile device. Manage projects, sync data, and customize reports for clients and teams.

Create site audit reportsDocument issues with photosAnnotate issue photos

📊 Productivity

free with in-app purchases

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

Concurrent Advisors Portal

Concurrent Advisors Portal

Concurrent Advisors Portal

by Concurrent Investment Advisors, LLC

DynaServ Natl Accts WO System

DynaServ Natl Accts WO System

DynaServ Natl Accts WO System

Access and manage National WO

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

Diversify Client Portal

Diversify Client Portal

Diversify Client Portal

by Diversify Advisor Network

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

Clio for Law Firms and Lawyers

Clio for Law Firms and Lawyers

Clio for Law Firms and Lawyers

Work from anywhere.

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

Wa Web - Dual Chatㅤ

Wa Web - Dual Chatㅤ

Wa Web - Dual Chatㅤ

Doble Messenger For Whats App

Connect and manage multiple social media accounts seamlessly across devices. Enhance your communication with features like voice-to-text conversion, AI message generation, and direct messaging without saving contacts. Unlock premium tools for full control and customization.

Connect via QR code or account loginSupport for multiple profiles (personal/work)Full social media access on iPads

free with in-app purchases

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

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 September 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 Secure Client Access.

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 September 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 September 2026, ranked by rating, recency, and analysis of real user reviews.

What is Concurrent Client Access?

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.

What devices does Concurrent Client Access support?

Concurrent Client Access is supported on iPhone, iPad, and iPod devices.