Best Dolphin Advisors Apps

Keeper: Tax Filing & Expenses

Powered by AI

Free

An innovative app designed to streamline tax filing processes for individuals and businesses, ensuring accuracy and efficiency. Easily manage and submit tax documents with this user-friendly tool, simplifying your financial obligations.

TaxSlayer: File your taxes

Max refund + 100% accuracy

Free

A tax filing application that offers step-by-step instructions, a 100% accuracy guarantee, and various filing options, accessible from any device. Features include year-over-year comparisons, easy data upload, maximum refund guarantee, unlimited support, and secure filing. Start for free with TaxSlayer Simply Free or choose TaxSlayer Classic for more deductions and education tax breaks.

H&R Block Tax Prep: File Taxes

Easily Prepare 2025 Tax Return

Free

An innovative application that seamlessly connects users through interactive video calls, provides customized teleconferencing options, and offers real-time messaging features for efficient communication. Enhance your remote collaboration experience with this all-in-one communication tool.

TaxCaddy

Simplify tax time

Free

An application that simplifies tax preparation by automatically gathering and securely storing tax documents, allowing easy collaboration with your tax professional, and enabling electronic document signing from any device. Say goodbye to office visits and paper organizers - streamline your tax process with ease and security.

CoinTracker: Portfolio & Taxes

Easy crypto taxes and tracking

Free

Track your cryptocurrency portfolio, monitor Bitcoin prices, and manage taxes all in one place with this comprehensive app. Stay on top of your crypto investments effortlessly.

FlyFin - 1099 Taxes

File Taxes. Track Write-Offs.

Free

Easily file 1099 taxes and track write-offs with our app built for freelancers and independent contractors. Simplify your tax process and boost your financial well-being.

EFE

Your Investment Advisor

Free

Access your account information quickly and easily with EFE, your personal investment advisor. Stay on top of your financial goals and track your progress effortlessly. Download now for seamless account management.

Berkheimer Tax Innovations

File & pay local taxes in PA

Free

A tax innovation application that simplifies and streamlines the filing process for individuals and businesses. Easily file your taxes, maximize deductions, and stay updated on tax laws with just a few clicks.

Kiplinger Personal Finance

Helping you live a richer life

Free

A personal finance application offering practical guidance on saving, investing, and financial planning for all stages of life. Available magazine subscriptions provide trustworthy advice on managing money and achieving financial security. Manage subscriptions and access valuable financial information through the app.

ParmisaK PFM

Personal Financial Manager

Free

Manage your finances with ease using this personal financial manager app. Keep track of incomes, expenses, bank transactions, debts, budgets, and more. Take control of your financial well-being today! Visit https://www.accexpert.com for more information.

IRS2Go: Tax Calculator

Tax Tracker, Income & Expense

Free

This essential finance tool helps you track income, expenses, and tax obligations, ensuring accurate and up-to-date tax filings. With features like customizable categorization, transaction editing, and expert tax guidance, you can confidently manage your finances and maximize your tax benefits, start managing your taxes effectively today!

EasyBooks Expenses, Accounting

Easy Expenses & Bookkeeping

Free

An accounting and bookkeeping app that offers easy setup, customization, and tracking of financial transactions like invoices, expenses, and bank statements. Subscriptions provide unlimited transactions, multiple businesses, and powerful business analysis reports. Try it out with a get-started tutorial and create up to 60 transactions before subscribing.

SBNRI: NRI Mutual Fund & Tax

Build your Indian Portfolio

Free

Discover and invest in mutual funds specifically tailored for Non-Resident Indians with ease. Explore a wide range of investment options and manage your portfolio effortlessly. Start optimizing your investments today.

Taxfyle: Taxes Done For You

Licensed tax professionals

Free

Get your taxes done hassle-free with a licensed tax professional using an app that securely matches you with experts based on your tax position. Easily upload documents, communicate with your tax pro, and access your files year-round. Whether you're a homeowner, freelancer, business owner, or investor, Taxfyle simplifies tax filing for you.

Elements App

The app for advisors & clients

Free

This application facilitates meaningful communication between financial advisors and their clients about financial goals and progress. It provides an innovative scorecard to quickly assess financial health, serving as a foundation for informed financial planning.

Liberty Tax

by Liberty Tax Service

Free

An app that puts Liberty Tax resources in your hands - schedule appointments, start tax returns, upload documents, access tools like the Tax Estimator, view past returns, track return status, and manage your return balance all in one place. Get organized and stay informed with Liberty Tax on-the-go!