Audience
Accountants, bookkeepers, and CPA firms seeking a solution to automate workflows, collaborate seamlessly, and deliver exceptional client service
About Basil
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.
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Pricing
Starting Price:
$30 per month
Free Version:
Free Version available.
Free Trial:
Free Trial available.
Integrations
Company Information
CoralTree
Founded: 2009
United States
www.coraltreetech.com/basil
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