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Practice Management Software for Accountants and CPA Firms

Best practice management software for accountants to automate their tasks using CoraCloud's client-centric features!

Client Portal

A client portal provides secure, password-protected cloud access to you, your clients and staff members. You can create folders for each client and setup access permissions and your clients can also upload documents that need to be shared with your firm.

Tasks & Workflows

Tasks can be assigned to staff members or client users. Tasks such as processing payroll or closing month-end can be ‘Repeatable’ and configured to be recreated automatically after a certain period.

Unlimited eSignatures

Electronically sign all your documents in CoraCloud. Assign Knowledge Based Authentication (KBA) as mandated by the IRS or create your own eSign templates to use across multiple clients.

Time Tracking

All tasks include a billable option. As staff members complete the tasks assigned to them, they log the start date/time and number of hours spent for completing the tasks. These can be done in one sitting, or multiple sittings over several days.

Bill Reporting

Tasks that are completed and marked as billable are included in a billing report. This report can be generated in a PDF format and shared with a client along with the invoice.

Edit in the Cloud

Office documents can be edited and saved in the cloud folder from any device. A unique feature of CoraCloud is that editing is done with a file lock, and a new version is created when a document is edited. 20 versions of all files are saved in the cloud.
See All CoraCloud Features

CoraCloud is the best practice management software for Accountants and CPA Firms that features a secure client portal, tasks and workflows, unlimited eSignatures and time tracking. 

CoraCloud’s practice management software is affordable for any accounting or CPA firm regardless of firm size or number of users. Stop paying for multiple subscriptions to complete your daily accounting and tax tasks. Take advantage of CoraCloud’s all-in-one accounting practice management approach to keep clients, documents, eSignatures and tasks in one location!

Why Accountants and CPA Firms Love CoraCloud

Accounting Firm Practice Management Software

Stop paying a subscription fee for each of your tech tools. Use CoraCloud as the accounting firm practice management software for secure file sharing, collaboration, and client management.  Keep your finger on the pulse with tasks and notifications, and electronically sign all your documents, at no additional cost.

Built for Accountants and CPA Firms

CoraCloud’s feature set is built on two questions - “What are our accountants, CPAs, bookkeepers, and tax professional’s goals and how can we help achieve them?” We’ve conducted thousands of interviews to help answer this question and built our features around this feedback.

 

Bank Level Security & Encryption

We take security seriously. CoraCloud's practice management software was built on 256-bit encryption and offers Multi-factor Authentication (MFA). All data in CoraCloud is encrypted for secure file sharing for accountants and your clients. Keep out all prying eyes and pesky web crawlers.

 

 

One low price for all CoraCloud features

Pay one low per user price for all CoraCloud features included. No feature gating and no extras.

Unlimited and Free Support

24/7/365 Support for those who need it. Never pay an additional fee for support.