#23483 Qbox May Newsletter

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Qbox May NewsletterMonthly insights and updates from CoralTree, the makers of Qbox, CoraCloud & CoraLegal

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Our team has been hard at work and we’re excited to announce that Chat, CRM, and Charts are now available in CoraCloud! Here’s a quick summary of the features:

Chat: Easily chat with team members and clients. Ask questions, seek clarification on projects, or even schedule lunch plans without leaving the application.

CRM: Keep all your clients' information in a centralized database. Easily access client information and notes by anyone within your organization to streamline communication.

Charts: Use business charts and reports to measure your firm’s success and improve efficiency.
Interested in CoraCloud or want to know more about what practice management can do for your firm? Check out our Roadmap to Success below and schedule a demo now!

[BOOK DEMO](https://coraltreetech.us14.list-manage.com/track/click?u=2a84344af0d86304941b0db24&id=b00b3e0c98&e=b3ce740a0f)

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Are you using Qbox for sharing your QuickBooks™ Desktop files and attachments? So do our hundred thousand Qbox customers! With features such as sharing of QuickBooks files and attachments in lockstep, ability to lock and sync files to avoid conflicted copies, and versatile Qbox explorer for easy file access and status indication, Qbox is the most suitable collaboration tool for sharing your QuickBooks™ Desktop files. Please refer us to your friends using QuickBooks Desktop so they can continue to use the powerful, feature rich QuickBooks Desktop software while using Qbox to share and collaborate with their peers.

Provide your feedback on [(Capterra)](https://coraltreetech.us14.list-manage.com/track/click?u=2a84344af0d86304941b0db24&id=4602f16086&e=b3ce740a0f)and [(G2)](https://coraltreetech.us14.list-manage.com/track/click?u=2a84344af0d86304941b0db24&id=862b2ad4db&e=b3ce740a0f). We would greatly appreciate your feedback!

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We are excited to announce our summer trade show schedule. Find us at the following conferences. If you’ll be attending, make sure to stop by, say hi and grab some swag!

Conferencia FIT: May 23-25 | Miami, FL

NJCPA Conference and Expo: June 14-15 | Borgata, Atlantic City

Scaling New Heights: June 25-28 | St. Louis, MS

Latino Tax Fest: July 10-13 | Las Vegas, NV

NATP Taxposium: July 24-26 | San Antonio, TX

MICPA Small Firm Practitioners Conference: Aug 16-17 | Battle Creek, MI

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Keep up with [CoralTree](https://coraltreetech.us14.list-manage.com/track/click?u=2a84344af0d86304941b0db24&id=4a1514842b&e=b3ce740a0f)on social media.

Follow us on Facebook, Twitter, Instagram and LinkedIn as we share our product updates for [Qbox](https://coraltreetech.us14.list-manage.com/track/click?u=2a84344af0d86304941b0db24&id=d38ac9d9b3&e=b3ce740a0f)and [CoraCloud](https://coraltreetech.us14.list-manage.com/track/click?u=2a84344af0d86304941b0db24&id=8eb2aaf95f&e=b3ce740a0f), industry related trends, the latest news and so much more!

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Copyright © 2023 CoralTree, Inc., All rights reserved.

Our mailing address is:
6920 Santa Teresa Blvd Ste 201 San Jose, CA 95119
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