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Products

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.

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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.

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

  • 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
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CoraSign
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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
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Cora

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!
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