Cloud collaboration Made Easy

Helping small businesses prosper with user-friendly technology

A Modern Way to Work Together

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 collaboration solution for you. Used by thousands of businesses.

CoraCloud is for Accountants, Bookkeepers, and Tax Professionals

Personalized online portal offering secure bi-directional document sharing, file system management, e-signatures and multi-user collaboration.

Encrypted data transfers with bank level security
Built on the proven Qbox technology
Ideal for documents containing sensitive information like client identity, social security number, tax returns, agreements and more
Execute e-signatures on all documents such as IRS forms, contracts and agreements without having to pay a new fee for every signature
Keep all your client documents organized in one location by year
Set up multiple entities per client
Document history tracking, backup and restore functionality
Collect form fill information on documents and contracts like banking information, personal details etc. in a secure environment

ScanBox is for Accountants and Bookkeepers using QuickBooks Online™

You can use ScanBox to upload scanned receipts and checks and enter them into QuickBooks with an elegant user experience that emphasizes a human review process.

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!

CONTACT US

About Us

CoralTree, Inc. is a San Jose, CA based corporation in operation since 2009.

CoralTree has developed file sharing and collaboration solutions like Qbox for Intuit QuickBooks, ScanBox for QuickBooks Online, CADbox for Construction Drawings, AutoCAD and Revit and LegalBox for Microsoft 365 document sharing in the cloud.

CoralTree’s approach has been to offer enhanced features for every customer segment it serves so users can adapt new software to their operation and workflows with minimal changes. We involve our customers early in the product development cycle to get their valuable feedback on the features. This has helped us to build the right features that customers need, and introduce new products quickly while keeping costs low.

In addition, our focus on data security, customer privacy, and 5 star rated product support has helped us build customer trust and loyalty. CoralTree does not access, monetize, or use customer data for any purpose other than to provide quality
technical support and product improvements.

Our Leadership Team

T.S. Srinivasan

President and CEO

TS brings over 25 years of business, technology, innovation and leadership experience to the CoralTree management team. He is a founder of CoralTree, Inc. started in August, 2009. CoralTree offers file sharing and collaboration software-as-a-service solutions for businesses and individuals in the accounting, legal, insurance, architecture, construction, real estate and other industry segments.

Prior to CoralTree, TS worked at Cisco Systems, San Jose for about 14 years. As Director of Engineering and later as Director of Strategic Alliances, TS worked in different areas including offshore development, partnerships, alliances, and product management.

Prior to Cisco, TS worked at HCL America and in HCL India as Director of Engineering in the areas of Computers and Network development, and as Senior Scientific Officer at Defense Research and Development Labs, India.

T S has a BS degree in Science from University of Madras, and B E degree in engineering from the Indian Institute of Science, Bangalore.

Keshav Srinivasan

CTO

Chief Technology Officer

Keshav is head of technology at CoralTree and leads our engineering team. He drives architecture, technology strategy, and innovation for all the products at CoralTree.

He brings diverse startup experience with enterprise software, cloud infrastructure, and software-as-a-service. Keshav holds a degree in EECS from UC Berkeley and a graduate degree in ECE from UC San Diego.

Alison Garcia

Head of Qbox Sales

Alison Garcia is the Head of Qbox Marketing. She manages marketing programs, activities, advertising, SEO and public relations. Prior to joining CoralTree, she worked for a number of SaaS startups managing strategic implementation, sales, and marketing. She’s a lifelong learner and is happy to jump in and learn new business aspects whenever possible.

Alison holds a Bachelors in Business Marketing and a Masters in Business Management from California State University, Monterey Bay

Eddie Tran

Head of Qbox Technical Support

If Qbox is part of your daily routine, you’ve probably heard the reassuring voice of Eddie Tran. Eddie joined Qbox in early 2018. He brings with him over a decade’s worth of experiences working in the tech industry (specifically managed services for the last 5). He spends a good part of each day answering questions by phone, chat, and email – ensuring that our customer’s needs are always top priority.

“I will not stop until the problem is solved and we are all happy”

Outside the office, he enjoys auto crossing, modifying cars, working on coding projects, and spending time with his family above all else. He and wife Michelle have been sharing a life together for almost 13 years. They have one son, Tyler, age 6, and a daughter, Evangeline, age 2.

Brock Caughell

Support

Brock joined CoralTree the CoralTree Sales Team in 2020. He works hard to understand the needs of our prospective and current customers to provide the best solutions that will help get their work done more efficiently.

Brock has earned his bachelors degree in Business Management from California State University, Fresno.