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Average Ratings 0 Ratings

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ease
features
design
support

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Write a Review

Description

Qbox is a comprehensive platform for collaboration that enhances accounting workflows by integrating features such as file sharing, client portals, task management, messaging, invoicing, eSignatures, and remote access to QuickBooks Desktop, all within a unified dashboard. It allows users to work together on QuickBooks, MS Access, Word, Excel, and PowerPoint documents, ensuring automatic synchronization of updates and locking files to avoid any potential conflicts, while also accommodating QuickBooks attachments in various formats like PDF, DOC, XLS, JPG, and PNG alongside company files. The setup is straightforward, requiring no complicated installation—users simply provide access to their QuickBooks Desktop files, and Qbox takes care of version control and synchronization, facilitating secure, cloud-based collaboration even for users who engage in monthly reviews. Additionally, the platform integrates effortlessly with more than 300 applications compatible with QuickBooks and ensures high-level security through 256-bit SSL encryption, with data stored in AWS data centers to protect sensitive financial data. This level of integration and security makes Qbox an ideal solution for businesses looking to enhance their accounting efficiency and collaboration.

Description

SDI serves as a comprehensive solution for communities needing to gather utility consumption data and manage customer invoicing. With SDI Complete, users benefit from seamless integration with QuickBooks, enabling the transfer of customer information and invoicing directly between the two platforms. The service boasts a highly adaptable water rate structure, secure offsite cloud backups, tailored invoice reporting, and extensive analytical tools. However, Significant Digits Incorporated does not operate in isolation; it collaborates with leading providers of metering and electronic equipment to deliver top-tier products and software solutions to its clients. SDI is committed to continuous enhancement and expansion of its offerings to maintain its position at the cutting edge of technology. In addition to refining existing solutions, the company actively pursues the creation of innovative technologies designed to boost user efficiency. A recent example of this effort is the introduction of a specialized billing package aimed at serving smaller to mid-sized utility companies, showcasing SDI's dedication to meeting diverse customer needs. This proactive approach ensures that SDI remains a valuable partner in the utility management landscape.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Adobe Acrobat Yes 
Amazon Web Services (AWS) Yes 
Microsoft Access Yes 
Microsoft Excel Yes 
Microsoft Office 2024 Yes 
Microsoft PowerPoint Yes 
Microsoft Word Yes 
QuickBooks Desktop Pro Yes 
QuickBooks Online Advanced No 

Integrations

QuickBooks Online Yes 
Adobe Acrobat No 
Amazon Web Services (AWS) No 
Microsoft Access No 
Microsoft Excel No 
Microsoft Office 2024 No 
Microsoft PowerPoint No 
Microsoft Word No 
QuickBooks Desktop Pro No 
QuickBooks Online Advanced Yes 

Pricing Details

$5 per month
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based No 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

CoralTree

Founded

2009

Country

United States

Website

www.coraltreetech.com/qbox

Vendor Details

Company Name

Significant Digits

Country

United States

Website

significantdigits.com

Product Features

Content Collaboration

Client Portal No 
Cloud Storage No 
Digital Asset Management No 
Document Creation / Editing No 
Document Management No 
Electronic Signature No 
Feedback Management No 
File Sharing No 
Messaging / Discussion No 
Real-Time / Interactive Editing No 
Roles / Permissions No 
Search No 
Version Control No 
Video / Image Editing No 
Workflow / Approval Process No 

File Sharing

Audit Trail No 
Chat / Messaging No 
Collaboration No 
Document Management No 
Drag & Drop No 
Electronic Signature No 
Encryption No 
File Synchronization No 
Search No 
User Management No 
Version Control No 
Workflow Management No 

Product Features

Billing and Invoicing

Billing Portal No 
Contact Database No 
Contingency Billing No 
Customer Portal No 
Customizable Invoices No 
Dunning Management No 
Hourly Billing No 
Invoice History No 
Mobile Payments No 
Multi-Currency No 
Online Invoicing No 
Online Payments No 
Payment Processing No 
Project Billing No 
Recurring/Subscription Billing No 
Service Ticket Billing No 
Tax Calculator No 

Utility Billing

ACH Payment Processing No 
Account Management No 
Billing & Invoicing No 
Cable No 
Collections Management No 
Customer Management No 
Electricity No 
Meter Management No 
Metered Billing No 
Move In / Move Out No 
Natural Gas No 
Non-Metered Billing No 
Online Payment Processing No 
Penalty / Cut-Off Processing No 
Rate Management No 
Service Call Management No 
Trash No 
Water No 
Work Order Management No 

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