Basil

Basil

CoralTree
+
+

Related Products

  • Canopy
    950 Ratings
    Visit Website
  • Soraban
    6 Ratings
    Visit Website
  • Nasdaq Boardvantage
    255 Ratings
    Visit Website
  • Zoho Projects
    1,831 Ratings
    Visit Website
  • Sage Intacct
    8,095 Ratings
    Visit Website
  • TurboTenant
    743 Ratings
    Visit Website
  • Aesthetic Insight
    8 Ratings
    Visit Website
  • NewOrg
    98 Ratings
    Visit Website
  • ShareCRM
    56 Ratings
    Visit Website
  • iPlum
    9,143 Ratings
    Visit Website

About

Basil is an all-in-one practice management platform for accountants, bookkeepers, and CPAs that streamlines client management, automates tasks, and tracks workflows through a secure client portal, integrated email, calendar, and CRM. It features intuitive task and workflow tools with automatic client reminders, unlimited eSignatures with KBA support, built-in time tracking and reporting, customizable client dashboards, and encrypted client data management. Users can edit Word, Excel, and PowerPoint documents in-browser with real-time collaboration and version control; chat with team members and clients; and leverage native mobile apps for file uploads, signatures, and notifications on the go. Advanced capabilities include visual charts for billable hours and staff performance, AI-driven collaboration tools, hybrid cloud virtual drive syncing, and custom branding. Hosted on AWS with 256-bit encryption, Basil integrates tasks, billing, and communication.

About

Portal 360 is an all-in-one practice management platform built for Australian accounting firms. It centralises client communication, document management, tasks, billing, and reporting into a single secure system. Clients can upload documents, track job progress, view invoices, and communicate through one branded portal. All emails, messages, files, and activities are automatically organised by client, improving visibility and efficiency. Portal 360 supports complex client structures, flexible billing models, and value-based pricing. With a dedicated mobile app, strong security, and scalable workflows, Portal 360 helps accounting firms streamline operations and deliver a modern client experience.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Accountants, bookkeepers, and CPA firms seeking a solution to automate workflows, collaborate seamlessly, and deliver exceptional client service

Audience

Accounting firms in Australia

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

No images available

Pricing

$30 per month
Free Version
Free Trial

Pricing

$1
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CoralTree
Founded: 2009
United States
www.coraltreetech.com/basil

Company Information

Portal 360
Australia
portal360.app/

Alternatives

Alternatives

DT Practice

DT Practice

Thomson Reuters
CCH iFirm

CCH iFirm

Wolters Kluwer

Categories

Categories

Integrations

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

Integrations

Amazon Web Services (AWS)
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Claim Basil and update features and information
Claim Basil and update features and information
Claim Portal 360 and update features and information
Claim Portal 360 and update features and information