Verified User in Oil & Energy
AO
Mid-Market (51-1000 emp.)
"Secure File Locking and Smooth Collaboration with an All-in-One Client Portal"
4/5
What do you like best about CoralTree Qbox?

The best thing I like about this platform is its file locking mechanism, which is very effective in terms of handling privacy in a centralised manner. Also it prevents multiple users from accidentally overwriting each others work data by still allowing for effective remote collaboration very much effectively. I also like there ease setup and deployment across our cross-functional teams and our external customers as well. Their integrated client portal, e-signature feature, chat, and integrated follow-up task tool reduce the need for multiple separate tools. Customer support has also been extremely responsive made our onboarding and overall platform performance very efficient. Review collected by and hosted on G2.com.

What do you dislike about CoralTree Qbox?

Their platform's pricing can become a bit noticeable as our number of users grows, especially for small teams when they need complex workflow tools. Their web interface and their desktop client experience sometimes require users to understand where specific functions are required, which takes a minor steep learning curve. Also, the integrations beyond the accounting ecosystem would make our platform even more versatile. Review collected by and hosted on G2.com.

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4.0 out of 5 · Verified reviews from real users

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