Alison Garcia is a driving force behind CoralTree's software portfolio, leading with a strategic vision that prioritizes customer-centric innovation. She is responsible for shaping CoralTree's product roadmap, ensuring that every feature and improvement is aligned with customer feedback and market demands.

Alison holds a Bachelor's degree in Business Marketing and a Master's degree in Business Management from California State University, Monterey Bay. Her leadership style is characterized by a strong focus on active listening, translating customer insights into actionable strategies. This approach drives continuous improvement in CoralTree's product offerings, ensuring they consistently meet and exceed market expectations.

 

About Us: Experience refreshingly simple accounting practice management with a suite of features designed to streamline your workflow. Our platform includes a secure client portal for safe data exchange, comprehensive client data management for easy access to client details, eSignatures for quick document approvals, task and workflow management to keep your projects on track, and a virtual drive for all your storage needs. Additionally, we offer time tracking to monitor billable hours efficiently, customizable forms to fit your specific needs, CRM for maintaining strong client relationships, seamless billing to simplify your invoicing process, email integration to keep all communications in one place, and a calendar to manage your schedule effortlessly. Plus, with our mobile app, you can manage your practice on the go. Start your free trial today!