CoralTree Affiliate Program
Welcome to the CoralTree Affiliate Program!
Congratulations and welcome to the CoralTree’s Affiliate Program. We are excited to have you on our team!
The Affiliate Program was designed to help you build relationships with your clients, colleagues and attract prospects. We’ll help build your toolbox and offer Affiliate only benefits to your clients and colleagues.
Marketing Materials
We've created exclusive sales and marketing content to prove to your clients that you truly are the trusted advisor. Feel free to share the direct link.
Videos
Introduction to Qbox - https://www.youtube.com/watch?v=Nb1NoNzqaII
Check out our Intro to Qbox Webinar designed for small business owners who are looking to share files with their staff members and accountants.
Account Owner's Setup - https://www.youtu.be/_WaA3mOliko
Learn how to quickly set up your Qbox account with these step-by-step instructions.
Highlighted Blogs
Can I Use QuickBooks with VPN? - https://www.qboxplus.com/can-i-use-quickbooks-with-vpn/
Website
https://www.getbasil.app
Highlighted Blogs
Sure to Win! Accountant Elevator Pitch Examples - https://coraltreetech.com/basil/blog/sure-to-win-accountant-elevator-pitch-examples
The Role of Technology in Accounting Business Development - https://www.coraltreetech.com/basil/blog/the-role-of-technology-in-accounting-business-development
Qbox Affiliate Dashboard
Your Affiliate Dashboard is the center to your success. From your Affiliate Dashboard, you can view the list of clients that are associated with you. Your commissions will be calculated on the 5th of every month from these clients who choose to pay annually for their first payment. You can setup your ACH for direct deposit for these commissions.
Accessing the Affiliate Dashboard:
- Sign in to the Qbox Web Dashboard
- Go to the Admin page
- Select the ‘Affiliate Dashboard’ to view the list of options available
Resources
Affiliate Code
The Affiliate Dashboard displays your unique Affiliate Code. The code uses the format: “name – xx’. The Name field is what we used to identify your business and is most likely your company name or abbreviation. You can use your Affiliate Code two ways:
- You can embed your code as a URL - https://qboxplus.coraltreetech.com/affiliate/entercodehere . Use this link on forums, email blasts, or your website. When your clients click on this link, they will be directed to the Qbox website. They can then go through any of the webpages and watch videos. Once a client signs up, your Affiliate Code will be prepopulated and your client will be assigned to your affiliate account
- You can share your Affiliate Code with your clients. During Sign up, they will enter your Affiliate Code and will be assigned to your affiliate account.
Need more info?
Alison Garcia is your dedicated Affiliate Program Manager. She's here to help answer any questions, schedule personalized demos for your clients, and help grow your business with CoralTree products.