Document Management For Accountants
Cloud based document management solutions for every firm
Edit in the Cloud
Eliminate the need to switch between applications for document management. Take advantage of our cloud file management system and document editing to modify your documents, revert to a prior version, or organize your files. Easily find documents into categories to make them easier to find in the future.
Integrated Document Editor
Utilize our built-in editor for Word, Excel and Powerpoint files. We make it easy to collaborate with others. Designated users can access and edit the same version of a document, without ever leaving the platform.
Versioning & Rollback
You no longer need to save multiple copies of the same file, thanks to CoraCloud's versioning feature. This function stores up to 20 prior versions of the file, allowing you to revert to an earlier version whenever needed.
Categorization & Tagging
Tagging documents in CoraCloud assigns descriptive labels or keywords, making it easier to categorize and locate them later. By using tags, users can easily group documents together based on shared characteristics, such as topic, author, date, or project. This can be particularly useful when searching for specific documents or when trying to identify related documents.
Global Search
Complementary Mobile App
Clients and team members can download the complementary app to upload files directly from their phone.
