Best client advisory tools in 2025

accountable.de

A financial management solution for tracking income and expenses.

Airdoc.Pro

AI-driven chat assistant for quick tax inquiries and advice.

H&R Block

Tax filing solution with online and in-person options.

Keepertax

Instant answers for tax questions and financial guidance.

Decode.tax

Analyze tax returns for personalized savings recommendations.

CanTax

Instant AI-driven tax guidance for Canadians.

Taxfyle

Streamlined online accounting and tax preparation service.

NRI GPT

Investment guidance and tax management for non-resident Indians.

Simpla AI

Quick and tailored advice for tax and accounting needs.

Recordme

Automated accounting data extraction and management solution.

AI Accounting Apps

Automated solutions for efficient accounting and financial management.

UnitedTax.AI

Expert tax preparation for individuals and businesses.

Snaptobook

Manage receipts and invoices all in one place effortlessly.

JustAnswer

Get quick answers from verified experts on various topics.

Paid + from $47/m
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ReceiptUp

Digitizes receipt data for efficient financial management.

Jinnee

Virtual assistant for fintech, providing instant banking support.

Taxtim.com

User-friendly tax filing for individuals and businesses.

Wertu

Automated bookkeeping and tax management for expats in Spain.

CPA Pilot

An AI assistant for tax professionals to streamline their workflow.

FlyFin

AI-driven tax assistance for freelancers maximizing deductions.

TaxGPT.com

Intelligent assistance for accurate tax calculations and deductions.

Kintsugi

Automated sales tax compliance for seamless business operations.

Mezzi

Manage your finances with clarity and actionable insights.

IdeasFundX

Connects startups with suitable investors for funding.

Borderless Sensei

Guidance for international students applying to universities worldwide.