Basil Practice Management for Accountants

Overview

Basil Practice Management is purpose-built for modern accounting firms that want to deliver exceptional client service while simplifying internal operations. It includes every feature you need to manage your firm. From file storage to task management to client communication, Basil brings everything together in one centralized, easy-to-use product. Whether you’re managing recurring engagements or onboarding new clients, Basil makes it easier than ever to collaborate, stay organized, and grow your practice efficiently.

Key Features

• Client Dashboard & Portal
  Offer clients a secure, branded experience to upload documents, view tasks, and stay informed.
  
• Document Sharing & Storage
  Keep all files in one place with organized folders, version control, and secure access.
• Electronic Signatures
  Manage eSignatures with a built-in drag-and-drop tool that lets you prepare and send documents for signature.
• Automated Task & Workflow Management
  Assign work, set deadlines, and ensure accountability with robust workflow templates and real-time updates.
• Time Tracking & Billing
  Log hours, generate reports, and streamline invoicing from a single interface.
• Integrated Email & Chat
  Centralize conversations and effortlessly keep in touch with your clients.
• Charts & Reports
  Keep a pulse on your business with customizable, powerful real-time reports.
• Artificial Intelligence
  Secure, safe and privacy-conscious AI tools that enhance your collaboration experience.
• Basil Drive
  Optionally back up files on your own computer using a desktop client and hybrid cloud technology.
• Hosted on Amazon Web Services (AWS)
  Hosted on AWS with world-class reliability, availability, and security.

Why Choose Basil?

• Intuitive, easy-to-use design that your team and clients will love
• Quick setup and onboarding in under an hour
• Simple, affordable pricing model that scales with your business
• Robust “all–in–one” features with everything you need in one product

Ideal For:

• CPA Firms
• Bookkeeping & Advisory Practices
• Tax Preparers
• Virtual & Remote Teams

Pricing

Visit our pricing page to explore the right fit for your firm:

View Basil Pricing

Ready to See Basil in Action?

Schedule a personalized demo with our team to explore how Basil can transform your workflow.

Schedule a Demo

Need Help?

Have questions or need technical assistance? We’re here to help.

• 📧 Contact Support at support@coraltreetech.com
• 📧 Contact Sales at sales@coraltreetech.com