A client portal provides a secure, password protected, cloud access to you, your clients and staff members. You can create folders for each client, set access permissions and then your clients can upload documents that need to be shared with your firm.

Tasks created can be assigned to staff members or client users. Tasks such as processing payroll or closing month end can be ‘Repeatable’ and configured to be created automatically after certain period.

Office documents can be edited and saved in the cloud folder from any device. A unique feature of CoraCloud is that edit is done with file lock, and a new version is created when a document is edited. 20 versions of all files are saved in the cloud.

Electronically sign all your documents in CoraCloud. Assign Knowledge Based Authentication (KBA) as mandated by the IRS or create your own eSign templates to use across multiple clients.

All tasks include a billable option. As staff members complete the tasks assigned to them, they log the start date/time and number of hours spent for completing the tasks. These can be done in one sitting, or multiple sittings over several days.

Tasks that are completed and marked as billable are included in a billing report. This report can be generated in a PDF format and shared with a client along with the invoice.

CoraCloud provides in-app and email notifications for many tasks. Users can setup their own notification preferences. A novel feature of the in-app notification is that it is context aware.

All files are synced over 256-bit SSL encrypted links (the same technology your bank uses) and stored on Amazon AWS data storage securely.