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What is TPS Practice Management?

TPS Cloud Axis provides an extensive range of practice management capabilities, encompassing time and billing, work in progress (WIP), accounts receivable (AR), as well as comprehensive workflow management and employee scheduling features. Additionally, TPS includes an option for a centralized multi-office database, enabling firms to manage a single data file while generating reports categorized by office and partner. The platform is equipped with advanced analytical tools, such as MS Power BI, and facilitates seamless bi-directional synchronization with MS Office 365 Outlook. Furthermore, it also supports a complete bi-directional sync and portal integration with QuickBooks Online, should it be required. TPS emphasizes collaboration with its clients to guarantee that the system is designed to be both straightforward and adaptable, catering to all aspects of the program's functionality. By prioritizing client feedback, TPS aims to continuously enhance user experience and efficiency.

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.

Media

Media

Integrations Supported

8am CPACharge
Adobe Acrobat
Amazon Web Services (AWS)
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
PayClix
PayPal
QuickBooks Online
Stripe

Integrations Supported

8am CPACharge
Adobe Acrobat
Amazon Web Services (AWS)
Microsoft Excel
Microsoft Outlook
Microsoft PowerPoint
Microsoft Word
PayClix
PayPal
QuickBooks Online
Stripe

API Availability

Has API

API Availability

Has API

Pricing Information

$13 per person per month
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

TPS Time & Billing Software

Date Founded

1999

Company Location

Vancouver, BC

Company Website

tpssoftware.com

Company Facts

Organization Name

CoralTree

Date Founded

2009

Company Location

United States

Company Website

www.coraltreetech.com/basil

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

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

Popular Alternatives

Popular Alternatives

Basil Reviews & Ratings

Basil

CoralTree