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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 JOIN?

Discover an intelligent platform tailored to enhance teamwork for optimal results. Operate effectively within a secure space where you can effortlessly share documents directly from your case management system to both internal and external partners. You retain complete authority over permissions, allowing you to decide who can access certain files. Eliminate the clutter of overflowing inboxes filled with extensive exchanges regarding documents; now, you can quickly ask questions and engage in conversations without exiting the platform. Start collaborations with ease from your familiar JOIN environment, promoting seamless interactions across different parties. Stay in control of your data, always being aware of shared documents, and have the flexibility to exit a collaboration when needed. Our comprehensive guidance ensures a user-friendly experience, minimizing the potential for mistakes. With a direct link to our case management system, both sharing files and withdrawing from collaborations are straightforward tasks, and the entire history of interactions is diligently recorded. JOIN Collaboration effectively bridges your case management system with the collaborative tools provided by Office 365, significantly improving your workflow. By integrating these resources, you foster a highly productive network for communication and efficiency, ultimately leading to better project outcomes. This synergy not only boosts productivity but also enhances team dynamics, allowing for a more cohesive approach to achieving goals.

Media

Media

Integrations Supported

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Adobe Acrobat
Amazon Web Services (AWS)
Microsoft 365
Microsoft Access
Microsoft Office 2024
QuickBooks Desktop Pro
QuickBooks Online

Integrations Supported

Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Adobe Acrobat
Amazon Web Services (AWS)
Microsoft 365
Microsoft Access
Microsoft Office 2024
QuickBooks Desktop Pro
QuickBooks Online

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
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

Decos

Date Founded

1987

Company Location

Netherlands

Company Website

decos.com/en/zorg/procesmanagement

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

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

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