Secure Client Portal Designed for Accounting and Tax Professionals
Work with multiple clients stress free!
CoraCloud is the all-in-one secure client portal that offers sensitive file sharing, unlimited eSignatures and a task organizer with automated follow ups that is affordable for any organization 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 approach to keep clients, documents, eSignatures and tasks in one location!
Watch our introduction to CoraCloud to see its features and learn how it can help increase productivity during the busy tax seasons:
Why Accounting & Tax Firms Love CoraCloud
All-In-One Client Portal
Stop paying a subscription fee for each of your tech tools. Use CoraCloud as the all-in-one affordable tool to securely collect documents from clients in the portal, collaborate with team members in the cloud, keep your finger on the pulse with tasks and notifications, and electronically sign all your documents, at no additional cost.
Built for Financial Professionals
CoraCloud’s feature set is built on two questions - “What are our accountants, 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
We take security seriously. CoraCloud was built on 256-bit encryption and offers Multi-factor Authentication (MFA). All data in CoraCloud is encrypted so only you and your clients can access documents stored in the secure CoraCloud client portal. 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.