Qbox

1. Sign-Up and Trial
   • Users can start with a 30-day free trial directly from the Qbox pricing page.

   • No credit card is required for the trial.

2. Download and Install
   • After signing up, users download the Qbox client software onto their computer.

   • Installation is quick and guided, suitable for non-technical users.

3. Create and Sync Folders
   • Users create a “Sync Folder” where their QuickBooks files will reside.

   • Qbox automatically syncs changes made to files across all authorized users.

4. Invite Collaborators
   • Users can invite team members or clients to access the shared folder.

   • Permissions can be managed to control who can edit or view files.

5. Training and Support
   • CoralTree offers unlimited support via phone, chat, and email.

   • Most users find the system intuitive, but support is available for setup questions.

Implementation Timeline

• Initial Setup: Typically takes less than 1 hour.

• Full Deployment (including team onboarding): Usually completed within 1–2 days depending on team size and coordination.

• Folder Structure Customization
  • Businesses can create multiple sync folders to organize files by department, client, or project.

  • Financial professionals can create separate folders for each client to ensure privacy and access control.

• User Permissions
  • Files can be marked as read-only to restrict editing.

  • Admins can control who has access to each folder, allowing for tailored collaboration setups.

• Scalable Storage

  • Additional storage can be added in 10 GB increments for $5/month, allowing businesses to scale based on file volume.

• Unlimited Users

  • Each sync folder supports unlimited users, which is ideal for teams of varying sizes without needing per-user licenses.

• Support for Attach Folders
  • Businesses can add Attach Folders for sharing non-QuickBooks files (e.g., PDFs, spreadsheets) with the same sync and access controls.

• Using Additional Attach Folders: $20/month or $200/year per folder — ideal for sharing non-QuickBooks files with the same sync features.

• Using Extra Storage: $5/month for every additional 10 GB — helpful if your file volume exceeds the included 10 GB.

• Using Setup Services: No cost — setup is self-guided and free of charge.

• Using Maintenance Features: No extra fees — all maintenance is included in your subscription.

• Using Support Channels: Free — unlimited access to phone, chat, and email support is part of the plan.

Qbox offers a robust support ecosystem to help new users get started quickly and confidently:

• Getting Started Guides: Step-by-step instructions for account setup, folder creation, and file sharing.

• User Manuals: Detailed documentation covering all aspects of Qbox usage.

• Training Videos: Visual walkthroughs for installation, file syncing, and multi-user collaboration.

• Help Articles: Covers general use, troubleshooting, and advanced features like Attach folders and permissions.

• Live Support Channels:
  • Chat: Available via the support portal during business hours.
  • Phone Support: Toll-free and direct lines available Monday–Friday, 6 AM–6 PM PST.
  • Email Support: Users can submit inquiries or request callbacks from support associates.

Qbox employs multiple layers of security to safeguard user data:

• Secure Data Transmission: All data is transmitted over HTTPS using 256-bit SSL encryption.

• Role-Based Access Control: Only authenticated users with appropriate permissions can access shared files.

• Secure Data Centers: Files are stored in modern, compliant data centers with physical and information security protocols.

• Application-Level Safeguards: Security best practices are embedded in product design, development, testing, and deployment.

• Industry Use Cases: Trusted by professionals in finance, law, education, and property management for mission-critical file sharing.

Qbox regularly releases updates to improve performance and security:

• Client Updates: Users are notified when a new version of the Qbox Client is available. Instructions are provided for downloading and installing the latest version.

• Manual Update Option: Users can manually check for updates if they encounter issues or want to ensure they’re running the latest version.

• Support-Assisted Updates: If users face challenges during updates, Qbox support can guide them through the process.

Qbox emphasizes user control and privacy:

• Folder-Level Access Control: Only users explicitly invited to a folder can access its contents. Team members (typically internal staff) can access all folders, while shared users (external collaborators) are limited to specific folders.

• GDPR Compliance: Qbox is compliant with GDPR, ensuring users have rights over their personal data, including access, correction, and deletion.

• No Unauthorized Access: CoralTree support staff cannot access your files unless explicitly granted permission, reinforcing user ownership.

• File Portability: Since Qbox syncs files locally, users retain full access to their QuickBooks and other documents even if they discontinue the service. Files are not locked into a proprietary system.

Qbox offers flexible terms for adjusting usage as your organization evolves:

• Adding Sync or Attach Folders: You can add more folders at any time for $20/month or $200/year per folder.

• Expanding Storage: Additional storage is available in 10 GB increments for $5/month, allowing you to scale based on file volume.

• Unlimited Users: Each folder supports unlimited users, so you can grow your team without incurring per-user fees.

• No Long-Term Contracts: Subscriptions are monthly or annual, giving you the freedom to scale down or cancel without penalties.

Qbox offers flexible subscription options with straightforward cancellation policies:

• Monthly Subscriptions:
  • Can be canceled immediately or set to terminate at the end of the billing cycle.

  • No refunds are issued once the cancellation is processed.

• Annual Subscriptions:
  • Must be canceled before the renewal date to avoid automatic renewal.

  • Cancellation involves accessing the customer portal, selecting the service, and submitting a cancellation request.

• Auto-Renewal Clause:
  • Subscriptions renew automatically unless canceled within the designated “renewal window.”

  • Users are responsible for managing renewal preferences to avoid unexpected charges.

• Cancellation Process:
  • Requires logging into the Qbox customer area and navigating to the “Services” section.
  • Users must follow the guided steps to request cancellation.
  • Support may be needed if users encounter issues during cancellation.

Qbox adheres to modern security and regulatory standards to protect user data:

• GDPR Compliance:

  • Ensures users have control over their personal data, including access, correction, and deletion rights.

• SSL Encryption:

  • All data is transmitted over HTTPS using 256-bit SSL encryption for secure communication.

• Role-Based Access Control:

  • Only authenticated users with appropriate permissions can access shared files.

• Secure Data Centers:

  • Files are stored in compliant data centers with physical and information security protocols.

• IEC 62304 Compliance:

  • Development practices align with IEC 62304, a harmonized standard for medical device software lifecycle processes.

• Security Best Practices:
  • Embedded in product design, development, testing, and deployment to ensure data integrity and protection.