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What is TaxProof?

TaxProof is an online platform tailored for both individuals and businesses navigating the complexities of tax and accounting. This cutting-edge tool streamlines the tax accounting workflow for organizations, regardless of their size, ranging from small startups to expansive corporations. By automating repetitive tasks like data collection and footnote generation, it frees users to focus on more meaningful Tax Data Analysis. The user-friendly interface is designed to showcase only critical information, minimizing distractions and enhancing concentration on tax reporting tasks. Furthermore, it boasts flexible support and comprehensive audit trail functions that monitor user activities and aid in improving strategies. In contrast, the traditional method of handling tax reports through Excel can be quite labor-intensive, as complex spreadsheets often lead to confusion and wasted time. Consequently, TaxProof emerges as a superior and more efficient choice for addressing tax accounting needs, enabling users to navigate their obligations with greater ease and accuracy. This innovative solution ultimately empowers users to approach their financial responsibilities with confidence and clarity.

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

Integrations Supported

Amazon Web Services (AWS)
Microsoft Excel
Microsoft PowerPoint
Microsoft Word

API Availability

API Availability

Pricing Information

€350 per entity per year

Pricing Information

$30 per month
Free Version
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS
iPhone
iPad

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

Training Options

Documentation Hub
Online Training
On-Site Training

Company Facts

Organization Name

TaxModel

Company Location

Netherlands

Company Website

tax-model.com/solutions/taxproof/

Company Facts

Organization Name

CoralTree

Date Founded

2009

Company Location

United States

Company Website

www.coraltreetech.com/basil

Categories and Features

Categories and Features

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