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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Upload, share, edit, and receive files seamlessly. Our platform empowers businesses and professionals to exchange files in a secure and straightforward manner. Effortlessly share and monitor a variety of file types, including Word documents, spreadsheets, PDFs, QuickBooks data, images, and more with your colleagues, clients, and suppliers. You can share files directly from your account or through a secure link using your preferred email application. The user-friendly interface requires no training to begin using, making it accessible for everyone. We prioritize your data security and account access by employing advanced data encryption methods. Additionally, with robust administrative controls and a secure infrastructure, you can confidently safeguard your file transfers and sensitive information. Trust us to ensure your business adheres to industry regulations while keeping your data protected. Our industry-leading security measures and offsite data storage solutions guarantee that your files remain secure. Regardless of unforeseen events such as floods, fires, or system crashes, you can retrieve your data at any time. We provide you with the necessary tools and comprehensive support to help you resume business operations swiftly. Enjoy peace of mind knowing that your critical information is well-protected and always accessible.

Description

Qbox is a comprehensive platform for collaboration that enhances accounting workflows by integrating features such as file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a unified dashboard. It allows users to work together on QuickBooks, MS Access, Word, Excel, and PowerPoint documents, ensuring automatic synchronization of updates and locking files to avoid any potential conflicts, while also accommodating QuickBooks attachments in various formats like PDF, DOC, XLS, JPG, and PNG alongside company files. The setup is straightforward, requiring no complicated installation—users simply provide access to their QuickBooks Desktop files, and Qbox takes care of version control and synchronization, facilitating secure, cloud-based collaboration even for users who engage in monthly reviews. Additionally, the platform integrates effortlessly with more than 300 applications compatible with QuickBooks and ensures high-level security through 256-bit SSL encryption, with data stored in AWS data centers to protect sensitive financial data. This level of integration and security makes Qbox an ideal solution for businesses looking to enhance their accounting efficiency and collaboration.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Microsoft Word Yes 
QuickBooks Online Yes 
Adobe Acrobat No 
Amazon Web Services (AWS) No 
Microsoft 365 Yes 
Microsoft Access No 
Microsoft Excel No 
Microsoft Office 2024 No 
Microsoft PowerPoint No 
QuickBooks Desktop Pro No 

Integrations

Microsoft Word Yes 
QuickBooks Online Yes 
Adobe Acrobat Yes 
Amazon Web Services (AWS) Yes 
Microsoft 365 No 
Microsoft Access Yes 
Microsoft Excel Yes 
Microsoft Office 2024 Yes 
Microsoft PowerPoint Yes 
QuickBooks Desktop Pro Yes 

Pricing Details

$9.95 per month
Free Trial Yes 
Free Version No 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

MYDOCSONLINE

Country

United States

Website

mydocsonline.com

Vendor Details

Company Name

CoralTree

Founded

2009

Country

United States

Website

www.coraltreetech.com/qbox

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

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