Cloud collaboration tailored for your business

Real-time file sharing and AI driven Insights.

About Us

A Modern Way to Share

CoralTree has developed file sharing and collaboration solutions for applications like QuickBooks™, Microsoft Access™, Autodesk AutoCAD™, Microsoft Office™, Acrobat PDF™, and other applications. In addition, CoralTree’s innovative feature enhancements have made these solutions ready for use by many business segments. AI driven technologies help users automate manual operations, provide insights into their accounts, and answer questions related to use of applications.

Qbox for Accountants and Bookkeepers

If you use Intuit’s QuickBooks™ desktop for accounting, Qbox is the collaboration solution for you. Used by thousands of happy customers already.

ScanBox is for Accountants and Bookkeepers using QuickBooks Online™

You can use ScanBox to upload scanned receipts and checks, enter them into QBO company.

AI driven OCR extracts data from receipt or check images, for ready submission to QBO
Receipts and checks can be uploaded from local drive, sent as email attachments, or scanned up directly from a scanner
Any company employee email can be added for sending receipts as attachments
Receipts can be submitted as Bills or Expense, checks can be submitted as Bill Payment
Folders can be shared with team members who can also upload and submit to QBO

CADbox for Builders and Architects

You can use CADbox to share construction drawings with builders, architects, contractors, and others so everyone has the current version of construction drawings.

Markup drawings using CADbox Marker app on iPad, share markups with other users
Access drawings using thumb nails, stamp documents, add notes and pictures
Create or update punch lists on iPad during site walk through, share with all users
Share AutoCAD™ and Revit™ project files with architects, work on project files with file lock to avoid conflicts

LegalBox for Law firms, Title and Insurance companies

You can use LegalBox to create and share Trusts, Wills, Titles, Contracts, Agreements and other such legal documents online, in a secure environment protected by Privafy security stack.

Create Word, Excel, PowerPoint documents using Microsoft or Zoho office editors
Share documents with your staff, consultants and clients, work collaboratively in the cloud
Onboard designated Notary Publics to your LegalBox account
Send PDF documents for Electronic Signature by clients, with Electronic Notarization
Store signed documents securely in the LegalBox Hyper Ledger

Cora

Cora is an AI–driven chat-bot. She can assist your users with account setup and problem resolution, provide insights into your shared files, as well as answer basic questions about the applications you are using. Look for Cora to become your AI driven personal assistant in the near future!