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- Basil
- FAQs: Signing up for Basil
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Basil
- FAQs: General
- FAQs: Signing up for Basil
- FAQs: Adding Clients
- FAQs: User Types and Roles
- FAQs: Adding Team Members
- FAQs: Adding Owner Firm
- FAQs: Folders
- FAQs: Documents (Files)
- FAQs: Moving Files
- FAQs: Restoring Files
- FAQs: Tasks
- FAQs: Projects and Workflow
- FAQs: eSignature and KBA
- FAQs: Storage
- FAQs: Import
- FAQs: Search
- FAQs: Notifications
- FAQs: Billing and Payments
- FAQs: Billing and Invoicing
- FAQs: Calendar
- FAQs: Chat
- Getting Started with Basil
- Basil Help Guides
- Basil Education
How do I access my Basil account?
Go to https://www.coraltreetech.com/basil and select the 'Log In' button. Enter your email address and password. If you have previously enabled MFA (multi-factor authentication), please enter the verification code found from either Google Authenticator or SMS on your mobile. If you are a first-time user, please complete the profile-related questions to continue and start using your account.