What are the features of Basil?

Basil all-in-one practice management software includes several features offered at one price:

• Secure Client Portal - share documents with your clients
• One more Workspaces for each Client that can be shared independently
• Internal and External folders - client access only to documents that are ready to be shared
• Separate workspace for your firm's own documents
• View documents online, edit office files with file lock, versioning, history, and rollback
• Task manager - create and assign tasks to your team members and clients
• Generate reports like time sheets and billing details
• Projects and workflow to group all tasks related to a project
• CoraAssistant automated follow-up with owners of tasks that are not completed
• Electronic Signatures, templates, KBA (knowledge-based authentication)
• Team Members, Client Users, and access permissions
• Configurable In-App and Email notifications
• Powerful local and global search functions
• 50GB storage included for each team member
• Mobile App (iPhone) for most of the features