Best Dolphin Advisors Apps

147+ iOS apps curated and reviewed

4.5 avg rating
20 free apps
Updated May 2026

With an average user rating of 4.5★, the dolphin advisors category is one of the App Store's strongest. Browse all 147+ apps we track, sorted so the most loved ones surface first.

Top Picks for Dolphin Advisors

Quicken: Intelligent Money#2

Quicken: Intelligent Money by Quicken Inc.

Personal & Business Finances
Strong Contender
💰 Finance
4.5😐(11K ratings)
FreeAdsIn-App Purchases
#20in Finance
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Manage personal and business finances in one app. Track income, expenses, and investments, create budgets, and monitor spending. Business features include invoicing and tax preparation tools.

What We Love

  • 🚀 Intuitive and user-friendly
  • 💡 Helpful budgeting and planning features
  • 🔒 Secure and private
  • 👍 Comprehensive financial tracking

Room to Improve

  • 🐛 Buggy and unreliable
  • 🔍 Lacking customization options
  • ⏱️ Slow performance and frequent crashes
MyBlock: Tax Docs & Refund#3

MyBlock: Tax Docs & Refund by HRB Tax Group, Inc.

Worth Considering
💰 Finance
4.6😞(58K ratings)
Free
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Manage your taxes and financial life in one secure app. Upload and store tax documents, track your refund status, and connect with tax professionals. Stay organized year-round with tools designed for real tax needs.

What We Love

  • 👍 Helpful tax professionals
  • 🚀 Fast tax filing process
  • 💰 Increased tax refund amounts

Room to Improve

  • 🐛 Buggy mobile app experience
  • 🕰️ Frustrating login/authentication issues
  • 💸 Deceptive pricing/upselling tactics

More Dolphin Advisors apps to explore

4
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Keeper: Tax Filing & Expenses
Powered by AI
Free

This app simplifies complex tax filing for freelancers, self-employed individuals, and small business owners. It uses AI and human accountants to optimize returns, identify deductions, and ensure accuracy. File your taxes confidently from your phone or computer with expert review and audit protection.

AI-powered deduction identificationHuman accountant review and sign-offExpense tracking via bank connection
💰 Finance
(13K)
free with in-app purchases
5
TaxSlayer: File your taxes
TaxSlayer: File your taxes
TaxSlayer: File your taxes
Max refund + 100% accuracy
Free

Easily prepare and file federal and state tax returns from any device with step-by-step guidance and a 100% accuracy guarantee. Offers unlimited phone and email support, with options for prior year comparisons and uploading existing returns. Various filing options are available to suit different tax situations.

File from any devicePrior year compareUpload a return
💰 Finance
(19K)
free with in-app purchases
6
H&R Block Tax Prep: File Taxes
H&R Block Tax Prep: File Taxes
H&R Block Tax Prep: File Taxes
Easily Prepare 2025 Tax Return
Free

Easily prepare and file your federal and state tax returns from any device. Automatically populate up to 80 fields by uploading last year's return. Get expert help, track your refund, and maximize your refund with personalized insights.

Automatic data import from prior year returnsW-2 import via payroll providerDocument upload via photo
💰 Finance
(116K)
free with in-app purchases
7
TaxCaddy
TaxCaddy
TaxCaddy
Simplify tax time
Free

This app simplifies tax document gathering and sharing with your tax professional. It automatically retrieves financial documents, allows secure uploads of paper records, and enables electronic signing of tax forms. Collaborate with your accountant from any device, eliminating the need for office visits or paper organizers.

Automatic document retrievalSecure document uploadElectronic document signing
💰 Finance
(8.6K)
free
8
CoinTracker: Portfolio & Taxes
CoinTracker: Portfolio & Taxes
CoinTracker: Portfolio & Taxes
Easy crypto taxes and tracking
Free

Track your cryptocurrency portfolio and simplify tax calculations. Get a complete overview of your net worth, gains, and losses across all your wallets and exchanges. Automatically categorize transactions and generate tax forms quickly.

Portfolio tracking across wallets and exchangesCryptocurrency tax calculationAutomatic transaction categorization
💰 Finance
(14K)
free
9
FlyFin - 1099 Taxes
FlyFin - 1099 Taxes
FlyFin - 1099 Taxes
File Taxes. Track Write-Offs.
Free

This app uses AI and CPAs to automate tax filing for freelancers and self-employed individuals. It identifies deductions, prepares returns, and offers unlimited tax support, aiming to save users time and money.

AI-powered tax deduction identificationAutomated tax return preparationDedicated CPA tax filing
💰 Finance
(512)
free with in-app purchases
10
EFE
EFE
EFE
Your Investment Advisor
Free

Access your financial accounts and track progress toward your goals. View your portfolio, link external accounts, and connect with an advisor or planner. Review statements and plan updates for a comprehensive financial overview.

Track retirement goal progressView total portfolio and account detailsLink outside accounts
💰 Finance
(7.4K)
ad-supported
11
Berkheimer Tax Innovations
Berkheimer Tax Innovations
Berkheimer Tax Innovations
File & pay local taxes in PA
Free

Easily file and pay your Local Earned Income Tax in Pennsylvania. Submit completed paper returns or generate an EZ return using your W2s. Get refunds faster and save time and resources.

File completed paper returnsGenerate EZ returns with W2sPay by credit card
💰 Finance
(4.4K)
free
12
TaxesToGo
TaxesToGo
TaxesToGo
by Rhodes Computer Services LLC
Free

Easily file your taxes remotely by securely sending documents and receipts to your tax preparer via the app. Review and sign your return digitally for a convenient, on-the-go tax filing experience.

File taxes from anywhereSecure document transmissionRemote document signing
💼 Business
(262)
free
13
Kiplinger Personal Finance
Kiplinger Personal Finance
Kiplinger Personal Finance
Helping you live a richer life
Free

Access expert advice on investing, saving, tax cutting, and wealth building. Plan for retirement, major purchases like homes and education, and achieve financial security with comprehensive personal finance guidance.

Investing and saving insightsTax cutting strategiesWealth building guidance
📰 Magazines & Newspapers
(430)
subscription
14
ParmisaK PFM
ParmisaK PFM
ParmisaK PFM
Personal Financial Manager
Free

Manage personal and family finances by tracking incomes, expenses, and bank transactions. Organize debts, loans, assets, and budgets with detailed reporting and secure login.

Income and expense trackingFamily member financial managementDebt and loan management
💰 Finance
(2.5K)
free
15
IRS2Go: Tax Calculator
IRS2Go: Tax Calculator
IRS2Go: Tax Calculator
Tax Tracker, Income & Expense
Free

Manage your finances and tax obligations with this app. Track income and expenses, categorize transactions for analysis, and stay updated on tax laws. Get guidance on deductions to maximize savings and ensure accurate filings.

Income and expense trackingTransaction categorizationTax deduction guidance
💼 Business
(235)
free with in-app purchases
16
EasyBooks Expenses, Accounting
EasyBooks Expenses, Accounting
EasyBooks Expenses, Accounting
Easy Expenses & Bookkeeping
Free

Manage your business finances with ease. Create professional invoices, track expenses, and generate insightful financial reports. Designed for small businesses and professionals, it offers a quick setup and secure cloud syncing.

Customer invoicing and estimatesStock trackingComprehensive reporting
💼 Business
(312)
free with in-app purchases
17
SBNRI: NRI Mutual Fund & Tax
SBNRI: NRI Mutual Fund & Tax
SBNRI: NRI Mutual Fund & Tax
Build your Indian Portfolio
Free

Invest in India with a trusted platform designed for NRIs and OCIs. Build your Indian portfolio, track investments, and access advisory services for taxation, repatriation, and planning. Seamlessly invest in mutual funds, real estate, and more using your Indian bank accounts.

Build Indian portfolioMutual fund investmentTrack existing investments
💰 Finance
(911)
free with in-app purchases
18
Taxfyle: Taxes Done For You
Taxfyle: Taxes Done For You
Taxfyle: Taxes Done For You
Licensed tax professionals
Free

This app connects you with licensed tax professionals for income tax preparation. Upload documents easily and communicate securely with your assigned expert. Access your tax documents year-round and get free tax advice.

Connect with licensed EAs and CPAsSecure document upload via photos and cloudIn-app messaging with tax pros
💰 Finance
(653)
free with in-app purchases
19
Elements App
Elements App
Elements App
The app for advisors & clients
Free

This app facilitates communication between financial advisors and their clients regarding financial goals and progress. It introduces the Elements Scorecard for a quick assessment of financial health.

Financial goal communicationProgress trackingElements Scorecard
💰 Finance
(53)
ad-supported
20
Liberty Tax
Liberty Tax
Liberty Tax
by Liberty Tax Service
Free

Manage your taxes conveniently with this app. Schedule appointments, connect with tax experts, upload documents, and access tax resources. Track your return status and view balances.

Schedule and check-in to appointmentsEngage Virtual Tax ProUpload tax documents
💰 Finance
(146)
ad-supported