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Description
Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.
Description
Oversee CPAs by identifying tasks, associated clients, and deadlines effectively. You can easily reorganize priorities and delegate responsibilities through a simple drag-and-drop interface. Utilize filters based on due dates, task status, or assignees to ensure that all tax preparers remain informed and that workflows run smoothly. Additionally, seamlessly integrate your email inbox, allowing for quick actions with just a few clicks. You can leave comments for your colleagues, tag team members for necessary actions, archive correspondence in a digital client folder, add items to your task list, or respond as usual. Tailor pre-made templates or design your own to streamline standard workflows for your team. When a task is completed, the subsequent one is automatically assigned to the appropriate tax preparer, who will see it added to their to-do list. Maintain organization for every client email, document, task, and more, right at your fingertips. You’ll have access to a comprehensive audit history, enabling you to track all activities easily, and you can also highlight crucial items by pinning them for quick retrieval. This comprehensive system enhances efficiency and collaboration within your team.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
Yes
Amego
No
Flexspring
No
Gmail
No
LINK To Any
No
Lacerte
No
Microsoft 365
No
Microsoft Excel
Yes
Microsoft Exchange
No
Microsoft PowerPoint
Yes
Integrations
Amazon Web Services (AWS)
No
Amego
Yes
Flexspring
Yes
Gmail
Yes
LINK To Any
Yes
Lacerte
Yes
Microsoft 365
Yes
Microsoft Excel
No
Microsoft Exchange
Yes
Microsoft PowerPoint
No
Pricing Details
$30 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
$60 per user per month
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
CoralTree
Founded
2009
Country
United States
Website
www.coraltreetech.com/basil
Vendor Details
Company Name
Intuit
Founded
1983
Country
United States
Website
proconnect.intuit.com/practice-management/
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
