Best Smailes Goldie Apps

Accounting Client Portal

Talk to your accountant

Free

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.

Keeper: Tax Filing & Expenses

Powered by AI

Free

This app uses AI and human accountants to optimize complex tax situations, ensuring you capture every deduction and credit. It offers intelligent tax preparation, expert guidance, and secure filing for maximum tax savings.

Titan: Your Wealth Team

Investing, Wealth Management

Free

This app provides specialized wealth management for tech professionals, handling complex financial matters like equity compensation and taxes. It combines AI technology with dedicated advisory teams to offer personalized financial guidance and investment strategies.

Law Mother

Your Wealthy Ever After

Free

This app provides a comprehensive plan, tools, and expert support to help users achieve financial freedom and control over their money. It offers access to a community, step-by-step guidance, live coaching, and expert Q&As.

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.

One Stop Taxes

by Mowbray Rowand

Free

This app offers professional tax preparation and bookkeeping services remotely. Clients can easily submit documents and receive a free quote for online filing from home.

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.

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.

Abacus BC

Easily Track Your Tax Return

Free

Track your tax return status in real-time from your smartphone or tablet. Upload documents, make payments, access resources, and communicate with the Abacus team.

CPS Portal

by CPS Investment Advisors

Free

Access your investment portfolio details and connect with your financial advisor. View your portfolio's value and asset allocation in one place.

HMRC

Your tax, benefits & savings

Free

Manage your taxes, benefits, and savings securely and easily. This free app allows you to check your tax code, claim refunds, and manage National Insurance details. It offers quick setup and paperless messaging options.

H&R Block Tax Prep: File Taxes

E-file your 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.

TaxGPT

Your AI Tax Assistant

Free

This AI-powered assistant helps tax professionals increase productivity by simplifying complex tax research, drafting memos, and responding to IRS notices. It offers instant, accurate, and sourced answers, secure document uploads, and jurisdiction-specific insights.

Karbon for Clients

Accounting firm client portal

Free

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.

TaxDome

Accounting Automation Software

Free

Manage clients, documents, and invoices while automating your tax or accounting practice. Features include a CRM, quick messaging, secure document storage, and invoicing capabilities. It offers bank-level security for all your data.