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Secure Sharing and Distribution of Sensitive Documents

Sharissa Barnett Aug 5, 2022 9:30:00 AM
Sharing important documents with CoraCloud Practice Management.

Collaboration among colleagues is essential. And in today’s highly digital world, collaboration online is a crucial component of a successful business. Small businesses can trust Practice Management Software to deliver cloud storage, online collaboration, and data encryption solutions to help your business thrive. 

Cloud Collaboration

Cloud collaboration is ideal for many professionals, including accountants, lawyers, architects, bookkeepers, and business professionals. Collaboration solutions can integrate with many industry-leading software products such as QuickBooks ™ or CAD. Solutions can also be customized to fulfill the needs of your industry.

Following is some of the valued features of cloud collaboration.

  • Company file sharing with multiple users
  • Locked files to ensure data doesn’t get overwritten
  • Online portal with secure document sharing
  • Document management
  • Electronic signatures and notarizations
  • Notary journal and audit trail
  • Markup drawing capabilities (ideal for builders and architects using CAD)
  • Punch list creation and updates

Cloud collaboration is a low-cost and secure online platform. Use it to help your team stay connected, share up-to-date information, track progress, and securely maintain files. It's an efficient and modern way of supporting employees – in the office and remotely. 

When selecting a cloud collaboration service, look for a solution that customizes workflows to your industry, so your offline workflows complement your online workflows. Artificial intelligence and automation strategies should enhance your day-to-day practices while keeping you in complete control of your workflow. The solution you choose should guarantee privacy. Your data is yours; your provider should not mine it. Providers should ensure it is stored securely with encryption. 

Cloud Storage 

Cloud storage is the best way to reduce the risk of data loss. When you save data to the cloud, it is stored on the security database on the server and backed up to several servers. So, you never have to worry about lost data again. 

Depending on your profession and business preferences, there are a few cloud storage solutions you can consider. Most businesses use some form of hybrid cloud storage. Working with a partner, you can determine to what level your business should scale storage. Private cloud storage will allow a business to store data on a dedicated infrastructure, keeping data secure and deliverable to partner organizations. 

Business Management Benefits

When considering cloud collaboration for your business, consider the many benefits you will experience beyond the software. Your employees will have increased access – anytime and anywhere – creating increased satisfaction and productivity. Your business will have increased security and compliance and decreased operating expenses. All of these benefits add up to yield higher profit margins for your business. 

Put Practice Management Software to Work for Your Business

Ready to see how Practice Management Software can create a more collaborative and efficient work environment for your business? It’s time to try Basil by Coral Tree, an industry leader providing cloud collaboration. 

Sign up today for a complimentary 1:1 demo of Basil. If you like what you see, you can sign up for a 30-day free trial to test the benefits of cloud collaboration with your team. Our team of experts will be available to assist and ensure our product solutions meet your business needs. 

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