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Products

Cloud Collaboration
Made Simple

Empowering small businesses to thrive with user-friendly software products

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™ Collaboration Suite 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 to manage their teams and work with clients.

  • Share your QuickBooks company files with multiple users
  • File–locking so users changes don’t get overwritten
  • Multi-user configuration and QuickBooks attachments
  • Client Portal with eSignatures, tasks, chat, and invoicing
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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, projects, time tracking, electronic signatures, knowledge-based authentication, and more.

  • Client Portal and Secure File Sharing
  • Client Dashboards, Client Data and CRM
  • Electronic Signatures and KBA
  • Tasks, Workflows and Automated Follow Up
  • Time Tracking and Billing
  • Email Integration and Chat
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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.

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Basil™ for Construction

  • Share Construction Drawings and Markups with Contractors, Architects and Buiilding Owners
  • View Construction Drawings on your iPhone or iPad
  • Sync and Share AutoCAD and Revit CAD files
  • Create Projects and Assiign Tasks for Construction Projects
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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.

  • 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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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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