Estimate federal income tax, generate income statements, and set tax reminders. Securely upload documents for existing clients. Offers free consultations and direct contact with accounting professionals.
5.0(1 ratings)
Free
Top Picks for Courtesy Financial App
4.8😞(425K ratings)
Free
#52in Finance
This app provides a comprehensive financial overview, consolidating all your accounts in one place. It offers tools to plan for retirement, manage budgets, track net worth, and simulate financial scenarios, making financial management clearer and simpler.
What We Love
- 👍 Good product overall
- 🚀 Sleek design and robust performance
- 🔒 Excellent customer service and support
Room to Improve
- 🐛 Buggy and unreliable app
- ⏱️ Slow loading times
- 🤔 Missing key features and functionality
- 🤯 Confusing and unintuitive navigation
- 💻 Forced to use app instead of website
- 🇨🇦 Not compatible with Canadian users
4.8😊(86K ratings)
Free
Automate your savings, investments, and budgeting with intelligent rules based on your habits. Set unlimited goals, track progress, and spend smarter with a dedicated debit card. Team up with a partner on shared financial goals while maintaining individual account privacy.
What We Love
- 💰 Effective savings tool
- 📈 Helps build good financial habits
- 🤝 Useful for joint savings goals
- 🤖 Automated savings rules
- 💳 Convenient debit card
- 🚀 Easy to use interface
Room to Improve
- 🕰️ Slow money transfers
- 🔒 Difficulty reconnecting bank accounts
- 💰 Unexpected fees/charges
- 🤝 Lack of visibility into joint goal contributions
- 🤖 Inflexible savings rules
