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.
Basil is a comprehensive all-in-one practice management software tailored for accountants and CPA firms. It provides an intuitive, user-friendly interface designed to simplify workflow, task management, and client communication. By integrating crucial functions such as client portals, task tracking, and document management, Basil streamlines operations and enhances client interaction. Its compatibility across various platforms ensures accountants can manage their firms efficiently, regardless of location. The software offers powerful functionality, including time tracking, document editing, and email integration, ensuring every task is managed seamlessly from within the platform. Key features of Basil include a secure client portal, where clients can safely upload, store, and access documents with password protection. The tasks and workflows feature automates task tracking and reminds clients about pending actions. Basil also offers unlimited eSignatures with support for IRS-regulated documents. Its time tracking feature ensures that billable hours are recorded accurately, and comprehensive reports can be shared with clients. Basil's custom dashboards for each client allow for quick and easy access to relevant data, while email integration helps centralize communication.
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.
Features
Key features
- Client Portal
- Secure and password-protected portal for file management and document sharing.
- Tasks & Workflows
- Automated tracking of tasks and projects with reminders for incomplete tasks.
- eSignatures
- Supports unlimited electronic signatures, including KBA for IRS documents.
- Time Tracking
- Tracks billable hours and provides reports for accurate billing.
- Email Integration
- Syncs with email accounts for easier workflow communication.
- Custom Branding
- Personalize the software with your firm's branding, including logos and colors.
Additional features
- Document Editing
- Edit, version, and collaborate on documents in real time with rollback features.
- Client Dashboard
- Comprehensive view of client details with easy access to key information.
- CRM
- Centralized database for client management, including contacts, notes, and project history.
- Mobile App
- Access documents, tasks, and signatures from mobile devices, enabling on-the-go productivity.
- Security
- 256-bit encryption for data security, stored on Amazon Web Services (AWS).
- Custom Branding
- Customize the platform’s appearance to reflect your firm’s branding.
- Charts and Reporting
- Visualize firm performance and staff productivity with detailed charts and reports.
- Onboarding & Support
- Complimentary onboarding services and 24/7 customer support.
Pricing
Countries & Languages
Available in
Interface languages
Billing currencies
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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.
CoraCloud's Support Options
CoraCloud's Alternatives
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