About CoraCloud
CoraCloud by CoralTree is a practice management platform for accounting and tax firms that need secure collaboration. It offers a client portal, task and workflow tracking, time tracking, and unlimited e-signatures with KBA for IRS documents. The system includes document editing with version control, CRM-style client records, mobile access, and custom branding. Data is encrypted and stored on AWS. Training and onboarding are included, and pricing is by quote. CoraCloud is designed for firms that want a single workspace for client communication, documents, and billing time. Key capabilities Client portal and secure file sharing Task workflows and time tracking Unlimited e-signatures with KBA Document editing and version control Mobile access and custom branding Best for: Accounting firms managing client documents and tasks.
CoraCloud Details
CoraCloud's In-App Market Place
Does CoraCloud have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
4
Mini Apps
Time tracking app for tracking billable hours.
Document editing app for real-time collaboration and versioning.
Client management app for organizing client data.
Task and project management app for tracking workflows and deadlines.
Pricing Options
Accepted Payment Currencies
USD ($)
Pros & Cons
- All-in-one solution for accounting firms.
- Secure client portal with eSignature support.
- Mobile app for on-the-go task management.
- Customizable dashboards and branding.
- Real-time document editing and collaboration.
- Limited currency support (U.S. dollar only).
- Currently supports only English, limiting global usage.
- No in-app marketplace for third-party integrations.