Ability to add any ‘Entity’ type under each ‘Client’
Ability to edit the ‘Entity’ type
Task view tables can be viewed in and exported to PDF
Added a button to view the Task table in full-screen mode
Added a shortcut to view tasks assigned specifically to a ‘Client’ from the ‘Client’ three-dot menu

Updates:

Changed ‘Company’ labels to ‘Entity’
For the ‘Client’ and ‘Entity’, within its three-dot menu, changed ‘Rename’ to ‘Edit’
Primary User is no longer required when creating a new client. Primary users can be added after client creation and can be modified.
Primary Users are now viewable from the Client list view
Improved how a ‘Client’ is created
Streamlined Client user’s UI
On the Entity sharing screen, changed the ‘Business Owner’ label to ‘Primary User’
Task table view filter selections are now persistent

Fixes:

Updated how sorting works for the ‘Client’ list view
Improved notification when multiple tasks are created at once
When clicking on a completed Organizer from the in-app notifications window, the user is now brought to the ‘All Tasks’ filter view.
When creating a ‘Log Time’ task and switching between ‘Client’ or ‘Entity’, users were unable to click ‘Add Details’. This has been resolved.

Version 2.7.3

New "placard view" and "list view" UI. These will give options to customers who prefer to have a simpler user interface for task management while leaving our original table view intact for power users.
CoraSync update that allows for automatic uploading of PDF (and other) files from tax software.

Version 2.7.4

What’s New:

Updates:

Task View
- Client users will only see their tasks. Client Owners will now see their own tasks and their client user’s tasks.
- Added ‘My Tasks, Team Tasks, and Client Tasks’ views.
In 3-Dot Menu for an Entity, changed ‘Share’ to ‘Client Users’. Selecting Client Users now will take you directly to Client Users view
In 3-Dot Menu for My Firm entities, clicking ‘Share’ will take users to the ‘Team Member’ view

Version 2.7.5

What’s New:

Ability to create default task filters
Ability to create, save, edit, and delete Organizer Generic Templates (Enabled for the account by Basil support)
Added more country currencies. (CAD, GBP, EURO, HKD, AUD, SGD, and INR)

Updates:

Organizer Template tasks are now editable
Tasks and Permissions have been moved to Profile > Settings
All Task types can now be recurring
Simplified Task creation for following tasks; Upload, Download, Review, and eSign
Moved Owner and Team Member’s billing rates to Manage Team Members page.
Added ability to edit or delete default filters (Account must have ‘Save As Default Filters’ enabled)
Names will now appear within the tiles for Client and Entity

Fixes:

Resolved issue where a client was renamed and was not appearing under global search results.
Resolved issue where user is unable to assign a signer that had an upper case in their email ID would cause “Undefined Method” error.

Version 2.7.6

What’s New:

Basil Mobile
- Available in the Apple App Store as 'Basil App'
White Labeling
- Add your logo and primary branding color to your account for your team members and clients to see
- Click here for instructions on how to set this up

Updates:

Basil Tasks
- Simplified the execution of the following Task types; Download, Review File, eSign Document, and Upload
- Improvements to general Task executions
- Added Daily and Bi-monthly to recurring cycles
Formatting improvements to Basil system emails
Formatting improvements to PDF reports
‘Assigned Date’ changed to ‘Start Date’
Security Improvement
- added option to select between SMS or Authenticator App when enabling MFA

Version 2.7.7

What's New:

CoraCharts: Visually exciting graphs that highlight key metrics that accounting firm owners and partners are interested in.
CoraChat: One-to-one chat between team members and clients. We will expand this to group chat and add more exciting components to this in the future.
New User Wizard: Our friendly Cora avatar will guide users through using Basil.
CRM: A list of all clients and team members in one place.
In-App User Feedback via surveys
A Quick Access menu that makes it easy for users to jump to critical parts of our product at any time, with two clicks.

Updates:

Version 2.7.8 (07/07/23)

What's New:

Roles and Permissions: Support for completely customizable roles and permissions for team members and clients.
Easier, more intuitive UI to manage projects and tasks.
Improvements to Chat functionality, including support for group chats.
More natural UI for CRM features.

Updates:

Version 2.7.9 (07/14/23)

What's New:

Comments for tasks: ability to add comments to each task and mention users with '@user name'.
Tags for tasks: add tags to tasks to help better organize them.
QuickBooks Online integration: added integration with QBO that allows new users to seamlessly import clients and businesses from into Basil. Once activated, the integration will also sync changes in client information from Basil to QBO.

Updates:

eSignature: user gets brought to signature fields that have not been assigned when preparing a document in addition to receiving an error message.
- Signer is brought to signature fields that have not yet been signed in addition to receiving an error message.
Updated the web application's color scheme to match the new Basil theme.
Multiple bug fixes and optimizations