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Secure File Sharing &
Cloud Collaboration
Made Simple

Empowering Small Businesses to Thrive Through Intuitive Technology for Secure File Transfer and Sharing Services.

A Modern Way
To Work With Your Clients and Team Members

CoralTree makes innovative and user-friendly collaboration products that are designed to help teams work together more efficiently. We focus on bringing enterprise-grade technologies to the small business world. Whether you are a small startup with big dreams or an established business, our goal is to help you thrive with secure file sharing.

Our customers include accountants, lawyers, architects, bookkeepers, and a wide variety of small business owners. Our product suite includes customized tools for every market segment we serve. We take pride in making user-friendly products that bring a human touch to cloud collaboration.


Qbox For Accountants And Bookkeepers

If you use Intuit’s QuickBooks™ desktop for accounting, Qbox is the secure file sharing solution for you. Used by thousands of businesses for secure document sharing.

  • Share your QuickBooks company files with multiple users
  • File–locking so users changes don’t get overwritten
  • Multi-user configuration and QuickBooks attachments
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Practice Management Software for Accountants and Tax Professionals

All-in-one accounting practice management portal with secure file sharing with clients, document management, task management, organizers, time tracking, electronic signatures, knowledge-based authentication, and more.

  • Client Portal and Secure File Sharing
  • Client Dashboards, Client Data and CRM
  • Electronic Signatures and KBA
  • Tasks, Workflows and Automated Follow Up
  • Time Tracking and Billing
  • Email Integration and Chat

Practice Management Software For Law Firms, Title and Insurance Companies

Client Portal for secure file sharing of Trusts, Wills, Titles, Contracts, Agreements and other such legal documents online.

  • Manage your Tasks Efficiently
  • Add your Partners, Para Legal, Notary Publics, and Clients
  • Get documents Signed and Notarized Electronically
  • Notary Journal and Audit Trail
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CADbox For Builders And Architects

Use CADbox to securely share files and construction drawings with builders, architects, and contractors.

  • Everyone has the current version of construction drawings
  • Markup drawings using CADbox Marker app on iPad, share markups
  • Access drawings using thumb nails, stamp documents, add notes
  • Create or update punch lists on iPad during site walk through

CoraSign is for Business Professionals

  • Sign Documents Electronically
  • Store signed documents in a secure environment
  • View official Audit Trail of signature events
  • Low cost and secure


Cora is our AI driven Assistant! She can assist you in many ways!

  • She can answer your questions related to a product
  • Or look up our FAQs and provide responses
  • She also helps you follow up on tasks setup on project organizers
  • We are always exploring ways for her to assist you with routine tasks!