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Cloud Collaboration for Accounting and Tax Professionals

Built from the ground up specifically for tax and accounting firms

Every feature in CoraCloud was requested by an accounting professional. Have confidence that each workflow, client and corporation configurations will match your day to day workflow. Simplified user types with granular permission settings give you the flexibility to make CoraCloud work for you – no matter the size of your practice.

Work with multiple clients stress free!

With unlimited clients, unlimited storage and unlimited eSignatures, you can focus on what’s truly important to you. Say goodbye to storage limits and overages!

Use the Organizer to manage Client projects

Upgrade the dated PDF organizer to CoraCloud’s digital Organizer to manage client projects like document collection, eSign engagement letters, tax preparation, loan applications and more.

The integrated Organizer keeps all documents organized in one location so you don’t have to go hunting for required documents or forms.

Scale up easily and manage multiple clients using Organizer templates. Assign tasks to team members or clients and let CoraClould do the heavy lifting. Automated notifications make sure everyone completes their tasks so you can complete your projects on time! #nomoredelayes

Make Tax Season a breeze

Tax professionals using CoraCloud can leverage the digital organizer to automate task management, document collection and distribution with ease. Set up automated projects to collect W2s, 1099s, bank statements and more. The Organizer is like having your very own Personal Assistant that never sleeps.

Secure Sharing and distribution of sensitive documents

Have peace of mind that all your clients’ personal and financial information is safeguarded by bank-level security.  Step up from consumer grade services with CoraCloud’s 256-bit encryption and Multi-factor Authentication (MFA). All data in CoraCloud is 100% encrypted so only you and your clients can access documents stored in the secure CoraCloud Portal. Keep out all prying eyes and pesky web crawlers.

Sign Documents and IRS forms electronically

Get your clients to sign agreements, IRS forms and other documents electronically. Save time by using preconfigured templates to send forms for signature. No need to download and scan documents. Simplified and secure eSignature for accounting professionals keeps all signed documents in the same portal.

Enable notifications for client activity

Always keep your finger on the pulse with granular notifications for Client activity like documents submitted, documents signed, or Organizer tasks completed. Manage hundreds of clients during the busy tax season with ease.

Unlimited and Free Support

24/7/365 Support for those who need it. Never pay an additional fee for support.

One low price for all CoraCloud features

Pay one low per user price for all CoraCloud features included. No feature gating and no extras.

Unlimited Clients
Unlimited Storage
Unlimited eSignatures