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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 LockStep?

LockStep provides an intuitive and rapid authoring platform that includes all the integrated editors found in WinSequence Enterprise. It facilitates direct image capture with compatible cameras, akin to the capabilities of WinSequence Enterprise. Unlike its enterprise counterpart, LockStep is designed specifically for smaller businesses that need a simple, single-user desktop solution for generating and exporting well-formatted PDF instructions. Both LockStep and the enterprise products utilize the same data model, which allows for an easy upgrade to the enterprise suite whenever required. This transition typically happens when there is a need for a multi-user solution that can function over a network, the desire for electronic work instructions that can be accessed through a web browser in a production setting, or when there is a requirement to connect with other IT systems. Importantly, WinSequence Enterprise retains the same user interface as LockStep, which means that users can quickly adapt to the enhanced features of WinSequence with minimal additional training. This seamless transition enhances efficiency and ensures that users who are already acquainted with LockStep can leverage the advanced capabilities of the enterprise offering without significant hurdles. Furthermore, this capability not only streamlines operations but also supports the growth of businesses as they scale up their documentation needs.

Media

Media

Integrations Supported

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

Integrations Supported

Adobe Acrobat
Amazon Web Services (AWS)
Microsoft Access
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
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

$799.00/one-time/user
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

FFD

Date Founded

2004

Company Location

United States

Company Website

www.sequencesoftware.com

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

Help Authoring Tools

Collaboration Tools
Content Library
Drag & Drop Editing
Image Library
Import HTML / Word
Multi-Format Output
Offline Editing
Preview Output
Screenshot Tool
Search
Templates
Text Editor / Word Processor
Translation Tools
Version Control

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