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6920 Santa Teresa Blvd Suite 201, San Jose, , CA 95119
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CoralTree
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Secure Your Clients' Files, Worry-Free
The cloud platform for your accounting practice. CoralTree's secure portal and suite of tools helps CPAs collaborate with clients and manage workflows more efficiently.
With CoralTree, share QuickBooks files and other sensitive documents safely. Streamline practice management with features like task lists, document management, and e-signatures. Automate follow-ups while staying organized.
Whether you're a small firm or an established practice, CoralTree brings enterprise-grade collaboration tools tailored for accountants. Integrate the platforms you already use with specialized software designed for accounting professionals.
Let CoralTree handle the technology so you can focus on your clients. Discover how CoralTree's secure, user-friendly tools can help your firm thrive.
Secure Your Clients' Files, Worry-Free
The cloud platform for your accounting practice. CoralTree's secure portal and suite of tools helps CPAs collaborate with clients and manage workflows more efficiently.
With CoralTree, share QuickBooks files and other sensitive documents safely. Streamline practice management with features like task lists, document management, and e-signatures. Automate follow-ups while staying organized.
Whether you're a small firm or an established practice, CoralTree brings enterprise-grade collaboration tools tailored for accountants. Integrate the platforms you already use with specialized software designed for accounting professionals.
Let CoralTree handle the technology so you can focus on your clients. Discover how CoralTree's secure, user-friendly tools can help your firm thrive.
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6920 Santa Teresa Blvd Suite 201, San Jose, , CA 95119
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