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.
- Share your QuickBooks company files with multiple users
- Collaborate with ease by working on the company files in Qbox Explorer
- File–locking so users changes don’t get overwritten
- Multi-user configuration and QuickBooks attachments

CoraCloud is for Accountants, Bookkeepers, and Tax Professionals
CoraCloud offers web based cloud file storage, file management, and a multi-user collaboration solution with bank-level security.
- 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



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!
- Answer common questions from users
- Better onboarding process for your product
- Streamlines communication with users

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.
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
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.

Jimmy Sinha
VP of Growth
VP of Growth
Jimmy is a veteran in the highly competitive tech startup arena of the bay area. He brings 20+ years of experience building high performance sales teams that have delivered record growth.
He comes to us from Pollen where he was the chief architect behind its growth strategies. The organization has emerged as the largest platform for travel and experiences for young adults worldwide.
Jimmy brings a strong pedigree of marketing technologies and customer engagement strategies that drive adoption. Education at the Stanford Graduate School of Business and leading key initiatives in marketing automation have earned him numerous positions on expert panels for strategy, messaging and automation.
His focus at CoralTree will be to maximize revenue opportunities for all its brands through strategic partnerships, team building and product marketing.

Alison Garcia
Head of Qbox Marketing and Inside Sales
Head of Qbox Marketing and Inside 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
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
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.