Client Management Software for Accountants
Build and maintain strong client relationships in your Accounting Firm
Client Document Portal Features
Upload, send and receive documents from your clients. Collaborate on files in the cloud between your clients and team members.
Clients can use their portal to view, manage and access relevant documents and resources. The portal can also provide real-time updates and notifications to clients about their accounts and services.
Add Your Branding
Client experience matters so make your CoraCloud account your own at no additional fee. Simply upload your logo and select a complementary color.
Your branded client portal will display your logo and colors from the custom sign in page to the corresponding notifications.
How a Client Portal Works
Your secure client portal includes 2 working spaces, each designed with you in mind.
External Folder
The External Folder offers a secure platform for your firm to exchange files with your clients and vice versa. This client collaborative space promotes organization, and helps to prevent misplacing documents. You can create folders or import your existing folder/file structure directly to CoraCloud.
Internal Folder
The Internal Folder offers a secure platform for your team member to collaborate and exchange files. This collaborative space is typically used to store documents that aren't ready to be shared with a client.
Mobile App
On the go? Clients and team members can download the mobile app to easily upload documents and images from their smartphone.
Client Portal Security
We take security seriously which is why we designed the application to be permissions based and encrypted.
Permissions Based
You can create folders for each client, setup access permissions and your clients can access the documents you want to share with them. Your clients can also upload documents that they want to share with you and your staff members.
Files can be viewed only by the users who are given access.
And here is the best part: CoraCloud is billed only for you and your staff members. Your clients are not billed for CoraCloud, and they can access these shared folders from any device, free of charge.
Application Security
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.
Client Master List
See all your clients in one view under your CRM master list. Similar to client portal, your CRM is permissions based so team members will only see the clients they have access to.
A dynamic search is available to find companies, entities, or even services offered to each client.
Client Notes
Stop saving sensitive data on a sticky note! Keep all client notes, such as passwords or conversation notes, in a secure place under your client contact.
Client Conversation History
All conversations that occur in CoraCloud can be pushed to the client contact and saved for historical records.
Team members with access to the client can easily view any of the pushed conversations.