Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Fishbowl Reviews & Ratings
    1,124 Ratings
    Company Website
  • pCloud Business Reviews & Ratings
    183 Ratings
    Company Website
  • FISPAN Reviews & Ratings
    5 Ratings
    Company Website
  • 6Storage Reviews & Ratings
    101 Ratings
    Company Website
  • Repair-CRM Reviews & Ratings
    37 Ratings
    Company Website
  • Datagate Telecom Billing Reviews & Ratings
    11 Ratings
    Company Website
  • Buddy Punch Reviews & Ratings
    1,647 Ratings
    Company Website
  • Nasdaq Boardvantage Reviews & Ratings
    279 Ratings
    Company Website
  • Digit Reviews & Ratings
    30 Ratings
    Company Website
  • Houzz Pro Reviews & Ratings
    23,242 Ratings
    Company Website

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, an acclaimed platform that unites finance teams globally, is enhancing their collaborative efficiency. Established in 2019, Lockstep aims to eradicate cash traps and discrepancies resulting from the manual synchronization of financial records between B2B trading partners. Operating out of Seattle, Lockstep offers a connected accounting cloud that allows organizations to forge reliable and compliant accounting relationships. This trusted accounting solution supports businesses of all sizes in optimizing their collections management processes, ultimately driving better financial outcomes. With Lockstep, finance teams can focus more on strategic initiatives rather than being bogged down by administrative tasks.

Media

Media

Integrations Supported

QuickBooks Online
Acumatica Cloud ERP
Adobe Acrobat
Epicor Eclipse
Epicor Financials
Epicor Propello
Latitude ERP
Microsoft Dynamics GP
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
NetSuite
QuickBooks Desktop Pro
SAP CRM
Sage 200
Sage 300
Sage 500
Sage Intacct
Sage X3

Integrations Supported

QuickBooks Online
Acumatica Cloud ERP
Adobe Acrobat
Epicor Eclipse
Epicor Financials
Epicor Propello
Latitude ERP
Microsoft Dynamics GP
Microsoft Excel
Microsoft Office 2024
Microsoft PowerPoint
Microsoft Word
NetSuite
QuickBooks Desktop Pro
SAP CRM
Sage 200
Sage 300
Sage 500
Sage Intacct
Sage X3

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

Lockstep

Date Founded

2019

Company Location

United States

Company Website

lockstep.io

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

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

Popular Alternatives

Popular Alternatives

ShareFile Reviews & Ratings

ShareFile

Progress Software
Zed Axis Reviews & Ratings

Zed Axis

Zed-Systems
GEN-OPS1 Reviews & Ratings

GEN-OPS1

GENEO Software
Stellar Repair for QuickBooks Software Reviews & Ratings

Stellar Repair for QuickBooks Software

Stellar Information Technology