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Basil employs state-of-the-art AI and machine learning technologies to greatly improve access to vital insights that are crucial for the effective development of medical products. Through a comprehensive SaaS platform, Basil unveils valuable intelligence from a variety of disconnected data sources, which allows for faster decision-making processes. This expedited approach not only accelerates the time to market but also refines product strategies, stimulates innovation, and minimizes risks associated with development. By enhancing efficiency in uncovering insights related to regulatory strategies, organizations can access important in-market quality and surveillance data, as well as trends and analytics that were once difficult to obtain. Moreover, with the ability to explore, scrutinize, and evaluate over 500,000 clinical trials, you gain a thorough perspective on the current clinical evidence landscape. Consequently, this equips organizations to make well-informed decisions that propel advancement and improve outcomes in the realm of medical product development. Thus, leveraging these insights ultimately translates into better healthcare solutions for patients and the entire medical community.
What is Basil?
Basil functions as an all-inclusive practice management tool specifically designed for accountants, bookkeepers, and CPAs, improving client management, automating various tasks, and efficiently overseeing workflows through a secure client portal that features integrated email, calendar, and CRM capabilities. The platform offers intuitive task and workflow management tools complete with automatic reminders for clients, limitless eSignatures supported by KBA, built-in time tracking and reporting functionalities, customizable dashboards tailored for clients, and secure client data management through encryption. Users can modify Word, Excel, and PowerPoint documents directly within their browsers, promoting real-time collaboration and ensuring version control; they also benefit from seamless communication with team members and clients while leveraging mobile applications for simple file uploads, signatures, and alerts while on the go. Moreover, advanced features include visual analytics for billable hours and employee performance, AI-driven collaboration tools, hybrid cloud virtual drive synchronization, and options for personalized branding. With its infrastructure hosted on AWS and protected by 256-bit encryption, Basil efficiently consolidates tasks, billing, and communication into a single cohesive platform, making it a vital resource for contemporary accounting practices. This comprehensive approach not only boosts productivity for professionals but also significantly elevates client satisfaction by fostering more effective communication and management strategies. Ultimately, Basil empowers users to achieve greater efficiency and accuracy in their operations.
Integrations Supported
Amazon Web Services (AWS)
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Integrations Supported
Amazon Web Services (AWS)
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
$30 per month
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Basil Systems
Date Founded
2019
Company Location
United States
Company Website
basilsystems.com
Company Facts
Organization Name
CoralTree
Date Founded
2009
Company Location
United States
Company Website
www.coraltreetech.com/basil
Categories and Features
Categories and Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management