CoralTree Qbox Pricing Overview

Business Owners Sharing with Staff and Bookkeepers:
If you are sharing your files internally with your staff and selected external users like accountants and bookkeepers, we recommend you create one folder. All shared users have access to the files within the folder. If you would like to restrict user access for some files, then you can mark them read-only or create a separate folder for sharing.

Finance Professions Sharing with Clients:
If you are a financial professional with multiple clients, we recommend you create separate folders for each client, and share each folder with users in the client’s office. One client will not have access to the contents of the folder shared with another client. You and your team members will have access to all the folders in your account.