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What is Qbox?

Qbox serves as a robust collaboration platform designed to streamline accounting processes by combining essential features like file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a single, user-friendly dashboard. Users can collaborate seamlessly on various documents, including QuickBooks, MS Access, Word, Excel, and PowerPoint, with automatic updates and file locking mechanisms in place to prevent conflicts, while also supporting QuickBooks attachments in formats such as PDF, DOC, XLS, JPG, and PNG alongside company files. Its simple setup process requires no complex installation; users just need to grant access to their QuickBooks Desktop files, after which Qbox manages version control and synchronization, enabling secure, cloud-based collaboration for those engaged in monthly reviews. Furthermore, Qbox easily integrates with over 300 applications that work with QuickBooks, and it maintains top-tier security through 256-bit SSL encryption, with all data securely housed in AWS data centers to safeguard sensitive financial information. This comprehensive blend of functionality and security positions Qbox as a preferred choice for businesses aiming to improve their accounting efficiency and collaborative efforts. Ultimately, such a powerful tool can significantly transform how teams handle their financial operations and communication.

What is Flowsmith?

A newly developed ordering system aims to significantly improve the experience for both sales representatives and customers through a streamlined portal integrated with QuickBooks. Specifically designed for small to medium-sized enterprises utilizing QuickBooks, this system enables effortless cost reduction while simultaneously enhancing overall productivity. With Flowsmith, you can create an attractive portal that showcases your brand, allowing customers and sales representatives to conveniently place orders and keep track of inventory online. This adaptable portal is compatible with any version of QuickBooks Desktop, delivering a unified experience. Flowsmith is particularly notable for its intuitive interface and easy installation process, backed by a custom QuickBooks connector. As a result, all orders, inventory data, invoices, and essential customer information are automatically synchronized between the Flowsmith ordering platform and your QuickBooks account, guaranteeing precision and effectiveness in your business operations. This seamless integration not only streamlines processes but also allows for better management of your enterprise, contributing to overall success. By adopting this innovative system, businesses can expect a noticeable improvement in their operational efficiency and customer satisfaction rates.

Media

Media

Integrations Supported

QuickBooks Online
Adobe Acrobat
Amazon Web Services (AWS)
Microsoft Access
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
QuickBooks Desktop Pro
QuickBooks Online Advanced

Integrations Supported

QuickBooks Online
Adobe Acrobat
Amazon Web Services (AWS)
Microsoft Access
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
QuickBooks Desktop Pro
QuickBooks Online Advanced

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

CoralTree

Date Founded

2009

Company Location

United States

Company Website

www.coraltreetech.com/qbox

Company Facts

Organization Name

Flowsmith

Date Founded

2020

Company Location

United States

Company Website

flowsmith.us

Categories and Features

Content Collaboration

Client Portal
Cloud Storage
Digital Asset Management
Document Creation / Editing
Document Management
Electronic Signature
Feedback Management
File Sharing
Messaging / Discussion
Real-Time / Interactive Editing
Roles / Permissions
Search
Version Control
Video / Image Editing
Workflow / Approval Process

File Sharing

Audit Trail
Chat / Messaging
Collaboration
Document Management
Drag & Drop
Electronic Signature
Encryption
File Synchronization
Search
User Management
Version Control
Workflow Management

Categories and Features

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

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