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CoraCloud

CoraCloud

Tax Prep Software with Built in E-Signature Capabilities and Bank Level Security

FAQs: General

What is CoraCloud?

What are the features of CoraCloud?

What are the benefits of CoraCloud?

What file types are supported by CoraCloud?

Contact CoraCloud Support

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FAQs: Signing Up for CoraCloud

How do I sign up for CoraCloud?

How do I access my CoraCloud account?

How can I edit my profile on CoraCloud?

CoraCloud: How do I verify my mobile number?

FAQs: Adding Clients

How do I add a Client in CoraCloud?

How do I add an Entity for a Client?

What is the Client Documents (Internal) Folder?

What is the Client Documents (External) Folder?

How do I share a Client in CoraCloud?

How do I share a Client Entity?

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FAQs: User Types and Roles

Who is an Account Owner in CoraCloud?

Who is a Team Member in CoraCloud?

What permissions do Admin Team Members have in CoraCloud?

What permissions do Regular Team Members have in CoraCloud?

What permissions do Associate Team Members have in CoraCloud?

Who is a Primary Client User in CoraCloud?

Who is a Client User in CoraCloud?

What permissions do Admin Client Users have in CoraCloud?

What permissions do Regular Client Users have in CoraCloud?

What permissions do Consultant Client Users have in CoraCloud?

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FAQs: Adding Team Members

How do I add a Team Member in CoraCloud?

How do I edit a Team Member in CoraCloud?

FAQs: Adding Owner Firm

How can the Account Owner create Entities for their Firm?

How do I assign Team Members to an Entity in CoraCloud?

FAQs: Folders

How do I create a folder in CoraCloud?

How do I view the contents of a Client folder in CoraCloud?

How do I view the contents of an Owner Firm folder in CoraCloud?

How do I rename a folder in CoraCloud?

How do I delete a folder in CoraCloud?

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FAQs: Documents (Files)

Can I sync up files from my PC to CoraCloud?

How do I upload a document to CoraCloud?

How are document categories used?

How can I change the document category?

How is a document edited in CoraCloud?

What is a file lock?

How many versions of a file are saved in the cloud?

How can I roll back a file to a previous version in CoraCloud?

Can I download and edit a file?

How can I download a file in CoraCloud?

How can I delete a file in CoraCloud?

How do I delete multiple files in CoraCloud?

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FAQs: Moving Files

How do I move files into a different folder in CoraCloud?

How do I move multiple files file into a different folder in CoraCloud?

FAQs: Restoring Files

How do I restore a folder or a file in CoraCloud?

How do I restore a folder in CoraCloud?

FAQs: Tasks

What are Tasks in CoraCloud?

What type of tasks can be created?

I have been logging time so far. Why do I need to create tasks?

Can I log time instead of creating Tasks?

How do I create a Task?

Are the Tasks I created saved as drafts until I click Save?

How do I pick up a Task assigned to me?

How do I pick up and continue working on a Task?

How do I edit a Task?

How do I delete a Task?

How do I view All Tasks?

How do I view Filtered Tasks?

How do I create a filtered view of Tasks?

How do I edit a filtered view of Tasks?

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FAQs: Organizer and Workflow

What is an Organizer in CoraCloud?

How is the Organizer used?

What is the Cora Assistant?

How do I activate the Cora Assistant in CoraCloud?

How do I create a new Organizer in CoraCloud?

How do I view an Organizer that I created?

CoraCloud: What is an Organizer Template?

How do I create an Organizer Template?

How do I view the tasks assigned to me in an Organizer?

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FAQs: eSignature and KBA

CoraCloud: How does eSignature work?

How do I prepare a document for eSignature in CoraCloud?

CoraCloud: What is an eSignature Template?

How do I prepare an eSignature Template in CoraCloud?

How do I apply an eSignature Template in CoraCloud?

How do I use a saved eSignature Template in CoraCloud?

What types of signatures can I use to sign a document?

What is the Text box used for?

What is the Date field used for?

Do the users signing the document need to have a CoraCloud account?

How do I assign a signature component to a user?

How can I view the Audit Trail?

Can I use KBA for verifying user identity?

How do I enable KBA for my account?

How do I enable KBA for a signature?

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FAQ: Storage

How much storage is available with CoraCloud?

How can I check the storage used in my CoraCloud account?

How can I purchase additional CoraCloud storage?

CoraCloud: What happens if I remove a Team Member and don't have enough storage available?

Will I be notified if I am low on storage space in my CoraCloud account?

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FAQs: Import

Can I import a folder and its contents from my local storage to CoraCloud?

How do I import a folder and its contents to CoraCloud?

FAQs: Search

How do I search for a document or folder in CoraCloud?

What are the Search options available in CoraCloud?

FAQs: Notifications

Can I get CoraCloud notifications?

How do I enable CoraCloud notifications?

How do I view in-app notifications for CoraCloud?

CoraCloud: Can I manage the notifications sent to my Client users?

FAQs: Billing and Payments

How is CoraCloud billed?

How do I view my CoraCloud bill?

How do I change my billing cycle for CoraCloud?

How do I pay my CoraCloud bill?

How do I set up Autopay for CoraCloud?

CoraCloud: How do I send billing notifications to another individual?

CoraCloud: What happens after the 30-day trial period?

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Getting Started with CoraCloud

CoraCloud Account Owner Setup

Add Team Members in CoraCloud

Add Clients in CoraCloud

CoraCloud: Client User and Team Member Account Setup

Create/Upload Folders and Files in CoraCloud

'My Firm' Entity Setup

Initiate eSignatures

CoraCloud: Create Organizers

Creating and Assigning Tasks in CoraCloud

CoraCloud: Viewing and Filtering Tasks

CoraCloud Billing Details

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CoraCloud Help Guides

CoraCloud: Using Your Own Company Logos

CoraCloud: Inviting Client Users

CoraCloud: Inviting Team Members to a Client or Firm Entity

CoraCloud: Working with Files as a Client

Paying for CoraCloud

CoraCloud: KBA (Knowledge-Based Authentication)

CoraCloud: eSignature Templates

CoraCloud: Organizer Templates

CoraCloud: Creating Custom Filter Views

Managing CoraCloud Storage

CoraCloud: Notifications

CoraCloud: Local and Global Search

CoraCloud: Restore Deleted Items

CoraCloud: View Tasks as PDF

Cora Sync for CoraCloud

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CoraCloud Education

CoraCloud: Types of Users

CoraCloud: Types of Clients