Are you ready to get started with CoraCloud? Check out these how-to guides.
Account Owner Setup
Add Team Members
Client User and Team Member Account Setup
'My Firm' Entity Setup
Create and Upload Folders and Files
Creating and Assigning Tasks
Viewing and Filtering Tasks
CoraCloud Billing Details
View help guides to assist you with using CoraCloud.
Inviting Client Users
Working with Files as a Client
Inviting Team Members to a Client or Firm Entity
KBA (Knowledge-Based Authentication)
Creating Custom Filter Views
Managing CoraCloud Storage
Restore Deleted Items
View Tasks as PDF
Paying for CoraCloud
Learn more about using CoraCloud.
Types of Users
Types of Clients
CoraCloud utilizes several types of users, and these are defined primarily by their intended use scenario and permissions. Below is a brief summary of each type of user CoraCloud employs.
CoraCloud utilizes several types of Clients, and these are defined primarily by their intended use scenario and permissions. Below is a brief summary of each type of Client CoraCloud employs.
Select the green icon on the bottom right of the screen for the easiest and fastest way to get a hold of us during business hours.
Monday - Friday | 6AM - 6PM PST408-448-QBOX (7269)855-448-QBOX (7269) Toll-Free
Fill out the form or email us at firstname.lastname@example.org
Fill out the contact form and an associate will contact you during our business hours.