Cloud Collaboration
Made Simple
Helping Small Businesses Thrive With User Friendly Technology
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.
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.
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Share your QuickBooks company files with multiple users
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File–locking so users changes don’t get overwritten
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Multi-user configuration and QuickBooks attachments

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.
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Secure Client Portal
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Document Management
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Task Management and Billing Assist
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Tasks Organizer and Automated Followup
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Electronic Signatures and KBA



Practice Management Software For Law Firms, Title and Insurance Companies
Secure Client Portal for Trusts, Wills, Titles, Contracts, Agreements and other such legal documents online.
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Manage your Tasks Efficiently
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Add your Partners, Para Legal, Notary Publics, and Clients
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Get documents Signed and Notarized Electronically
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Notary Journal and Audit Trail

CADbox For Builders And Architects
Use CADbox to securely share files and construction drawings with builders, architects, and contractors.
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Everyone has the current version of construction drawings
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Markup drawings using CADbox Marker app on iPad, share markups
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Access drawings using thumb nails, stamp documents, add notes
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Create or update punch lists on iPad during site walk through



CoraSign is for Business Professionals
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Sign Documents Electronically
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Store signed documents in a secure environment
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View official Audit Trail of signature events
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Low cost and secure

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