Best practice management software for accountants
Manage your firm's operations, clients and staff with CoraCloud's all-in-one practice management.
CoraCloud’s practice management software is affordable for any accounting or CPA firm regardless of firm size or number of users.
CoraCloud's Differentiating Approach
Your success is our success. That's why your account includes:
- All CoraCloud's client-centric features
- Complementary onboarding services
- Free trial
- 24/7 support
- 256-bit encryption
Benefits of Implementing Practice Management
Enjoy the benefits of what CoraCloud's practice management has to offer:
- Increased productivity
- Reduced stress
- Improved staff & client relationships
- Greater profitability
- & much more!
A client portal provides secure, password-protected cloud access to you, your clients and staff members.
Tasks & Workflows
Keep track of day-to-day tasks and projects with our simple workflow tool. AI assistant included.
Electronically sign all your documents in with unlimited eSignatures. KBA available as mandated by the IRS.
Time Tracking & Bill Reporting
All tasks include a billable option. Tasks that are completed and marked as billable are included in a billing report that can be shared with the client.
Never miss a beat with our mobile app. Upload documents right into CoraCloud from your phone, or sign documents on the go. Push notifications make it easy to stay on track.
Keep all your clients' information in a centralized database. Easily access client information and notes by anyone within your organization to streamline communication.
What Accountants Say
"Our office has been using CoraCloud for nearly a year and we have found it has changed the way we do things daily.
For our tax clients we have an internal folder to store their documents and an external folder to allow clients to send their tax documents to us in a secure format as well as allowing us to send their tax return to them and an electronic signature request.
CoraCloud has made such a difference in our day to day operations we would not want to imagine doing business without it."
-Phil Quinton, Phil's Bookkeeping & Tax Service LLC
" It has turned out as great as Qbox.
I have all my clients’ files in the system. I have clients that can now safely download their work to me instead of an email. I love being able to work anyway without carrying an exterior drive.
My clients like it as they are able to see their files anytime without digging through emails."
- Deb Niedermeyer
Deb Niedermeyer, CPB
Thank you so much for creating this and being so open to not only what we see as helpful but also what our clients see as helpful. This app has been exactly what we were looking for to simplifying the Tax Process for Individual and business returns.
The document security that this provides is perfect for those unexpected IRS Love letters, uploading their supporting documents, Financial Reports, Employee W-9, Delivering Client 1099’s or W-2’s and most importantly with clients needing to provide prior year returns for loans without having to wait on us.
-Whitney Mitchell, CDL Accounting