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Ratings and Reviews 0 Ratings
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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
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
Tax Practice Management
Not specified
Categories and Features
Accounting Practice Management
Not specified
Tax Practice Management
Not specified