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.
![access-logo](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/logos/access-logo.png?width=129&height=50&name=access-logo.png)
![adobe-acrobat-logo](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/logos/adobe-acrobat-logo.png?width=86&height=50&name=adobe-acrobat-logo.png)
![autodesk-revit-logo](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/logos/autodesk-revit-logo.jpg?width=132&height=50&name=autodesk-revit-logo.jpg)
![office-logo](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/logos/office-logo.jpg?width=118&height=50&name=office-logo.jpg)
![quickbooks-logo](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/logos/quickbooks-logo.jpg?width=178&height=50&name=quickbooks-logo.jpg)
![qbox-computer](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/images/qbox-computer.png?width=552&height=533&name=qbox-computer.png)
![qbox-logo-white](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/logos/qbox-logo-white.png?width=95&name=qbox-logo-white.png)
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
![Basil PM Logo_white](https://www.coraltreetech.com/hubfs/Basil%20PM%20Logo_white.png)
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, projects, time tracking, electronic signatures, knowledge-based authentication, and more.
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Client Portal and Secure File Sharing
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Client Dashboards, Client Data and CRM
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Electronic Signatures and KBA
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Tasks, Workflows and Automated Follow Up
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Time Tracking and Billing
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Email Integration and Chat
![Dashboard](https://www.coraltreetech.com/hs-fs/hubfs/Dashboard.png?width=767&height=348&name=Dashboard.png)
![close-up-shake-hands-lawyers-office-counseling-give-advice-private-government-officials-to-find-fair-158828224-transformed](https://www.coraltreetech.com/hs-fs/hubfs/close-up-shake-hands-lawyers-office-counseling-give-advice-private-government-officials-to-find-fair-158828224-transformed.jpeg?width=767&height=509&name=close-up-shake-hands-lawyers-office-counseling-give-advice-private-government-officials-to-find-fair-158828224-transformed.jpeg)
Basil for Office Management
All-in-one office management software with secure file sharing, document management, tasks, workflows, projects, time tracking, electronic signature, CRM, forms, invoicing and more.
Basil for Construction
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Share Construction Drawings and Markups with Contractors, Architects and Buiilding Owners
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View Construction Drawings on your iPhone or iPad
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Sync and Share AutoCAD and Revit CAD files
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Create Projects and Assiign Tasks for Construction Projects
![Cloud-Accounting-Images-–-Browse-25-430-Stock-Photos-Vectors-and-Video-Adobe-Stock (3).remini-enhanced](https://www.coraltreetech.com/hs-fs/hubfs/Cloud-Accounting-Images-%E2%80%93-Browse-25-430-Stock-Photos-Vectors-and-Video-Adobe-Stock%20(3).remini-enhanced.jpg?width=767&height=431&name=Cloud-Accounting-Images-%E2%80%93-Browse-25-430-Stock-Photos-Vectors-and-Video-Adobe-Stock%20(3).remini-enhanced.jpg)
![legal-02](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/images/legal-02.jpg?width=1167&height=876&name=legal-02.jpg)
![coralegal-white-02](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/logos/coralegal-white-02.png?width=200&name=coralegal-white-02.png)
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.
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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
![cora-logo](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/logos/cora-logo.png?width=157&name=cora-logo.png)
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!
![cora-chat](https://www.coraltreetech.com/hs-fs/hubfs/CoralTree/images/cora-chat.png?width=568&height=521&name=cora-chat.png)