- Knowledge Base Home
- Basil
- FAQs: General
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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
What are the benefits of Basil?
Basil is a secure cloud application that helps you service your clients in a structured way while taking care of all aspects of the engagement efficiently. All tasks performed for a client by any team member are logged in the task manager, and you will never miss a billing. Your clients have instant access and visibility to the work being performed for them, which increases client satisfaction and engagement.