Qbox

Qbox

CoralTree
+
+

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About

Qbox is an all-in-one collaboration platform designed to streamline accounting workflows by combining file sharing, client portals, task management, chat, invoicing, eSignatures, and QuickBooks Desktop remote access into a single dashboard. It lets multiple users share and collaborate on QuickBooks, MS Access, Word, Excel, and PowerPoint files, automatically syncing changes and locking files to prevent conflicts, and supports QuickBooks attachments (PDF, DOC, XLS, JPG, PNG) in lock-step with company files. With no complex installation, you simply grant access to your QuickBooks Desktop files, and Qbox manages versioning and syncing, providing secure, cloud-based collaboration even for occasional monthly reviews. The platform integrates seamlessly with over 300 QuickBooks-compatible apps, offers bank-level security through 256-bit SSL encryption, and stores data in AWS data centers to safeguard sensitive financial information.

About

Track your clients’ income and expenses in one place, so you can easily produce the necessary documents at tax time. Easily import your clients’ bank and credit card transactions, and QuickBooks Online will categorize them for you. Because your client can snap a photo of a receipt and easily attach it to any transaction, you can see an up-to-date view of their expenses. Your clients can give you access to their books, so you can easily answer questions and help them resolve issues. Analyze your clients’ financial health with more than 65 built-in reports, including accountant-specific data. Get more done with Intuit-approved third-party apps tha integrate with QuickBooks Online and expand its functionality. You’re always using the latest version with automatic updates. Security system on par with internet banking ensures your data is safe with us. Your data is backed up, so if your computer crashes, your work doesn’t.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accounting professionals and small-business bookkeepers needing a tool to access, share, and manage files and related documents remotely

Audience

Accountants and companies in need of an online accounting software solution to manage their operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version
Free Trial

Pricing

$8 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.8 / 5
ease 4.5 / 5
features 4.6 / 5
design 4.5 / 5
support 4.6 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CoralTree
Founded: 2009
United States
www.coraltreetech.com/qbox

Company Information

Intuit
Founded: 1983
United States
quickbooks.intuit.com/global/accountants/

Alternatives

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Categories

Categories

Integrations

QuickBooks Online
ActivTrak
Adobe Acrobat
CS-Cart Multi-Vendor
Capitaliz
Dubsado
FieldAx
MaintainX
Payment Nerds
Pipefy
RNDpoint
Rayven
Rodeo
RotaWiz
SenseTask
Shape Software
SmartPublisher
Studioflo
Timen
Union365

Integrations

QuickBooks Online
ActivTrak
Adobe Acrobat
CS-Cart Multi-Vendor
Capitaliz
Dubsado
FieldAx
MaintainX
Payment Nerds
Pipefy
RNDpoint
Rayven
Rodeo
RotaWiz
SenseTask
Shape Software
SmartPublisher
Studioflo
Timen
Union365
Claim Qbox and update features and information
Claim Qbox and update features and information
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Claim QuickBooks Accountants and update features and information