Skip to content

Practice Management
for Accountants

Basil brings your firm’s daily operations together in one intuitive platform.
Client Management
Tasks & Workflows
Time Tracking
Billing and Invoicing
Client Portal
eSignatures
Team Collaboration
Dashboards and Reporting

Spend less time managing work—and more time growing your firm.

Learn More About Basil

Secure QuickBooks®
File Sharing & Collaboration

Built specifically for accounting professionals using QuickBooks Desktop.

Secure File Sharing
Automatic Syncing
File Locking
Version Rollback
Client Collaboration
eSignatures
Team Chat
Workflow Management

The easiest way to collaborate on QuickBooks Desktop files.

Learn More About Qbox
coraltree-iconbox-dashboard-icon

All-in-One Solutions

Manage, collaborate, and grow—all in one place.

coraltree-iconbox-shield-check-icon

Built for Accountants

Solutions designed specifically for your profession.

coraltree-iconbox-lock-icon

Secure & Reliable

Enterprise-grade security you can count on.

coraltree-iconbox-headphone-svg

Dedicated Support

Real people. Real support. Always here for you.

Refreshingly
Simple.

Everything accounting firms need to stay organized, collaborate better, and grow.

Basil and Qbox help accounting professionals simplify practice management, streamline collaboration, and reduce the complexity of managing client work.

WHY CORALTREE

One Company. Two Powerful Solutions.

For over two decades, CoralTree has helped accounting professionals simplify how they work.

Whether you’re looking to manage your practice with basil or securely collaborate on QuickBooks Desktop files with Qbox, our mission remains the same:

“
Basil helped us replace multiple disconnected tools with one easy-to-use platform. Our team has better visibility, improved workflows, and more time to focus on our clients.”
★★★★★
– Jason M.
Managing Partner, Accounting Firm

Ready to Simplify Your Firm?

Discover why accounting professionals choose CoralTree solutions.