Basil: What is Basil and what are its features?

Basil is an all-in-one Practice Management suite for Accountants, Tax Professionals, and Businesses. Whether you are an individual finance professional or a large business, Basil has the features you need to provide accounting and tax consulting services to any number of clients efficiently by leveraging the power of cloud computing resources. Basil all-in-one practice management software includes many features.

Basil Simple:

- Client Portal - store and share documents with your clients
- Team Members and Client Users - invite for full collaboration
- My Firm - separate folders for your firm's own documents
- Signatures - send electronic signature requests to clients and contacts
- Tasks - create and assign tasks to your team members and clients
- Forms - send surveys and questionnaires to your clients
- While labeling - import your practice's logo
- Cora Assistant - automate follow-up emails with owners of signatures and forms
- Notifications - configure In-App and Email notifications
- Search - use powerful local and global search functions
- 25 GB of file storage included for each team member

Basil Advanced:

- All of the features of Basil Simple
- Workspaces - separate your clients into different spaces or entities
- CRM - view and manage your list of contacts
- KBA for Signatures (Knowledge-Based Authentication)
- Projects - group tasks together and enable workflows
- Timesheets - log time spent on your clients or firm
- Calendar - plan and view upcoming events and scheduled tasks
- Chat - send messages to team members and clients
- Email - connect your email inbox
- Invoicing - create bills to send to your clients as a PDF, through QuickBooks Online, or Stripe
- Reports - customize and view activity across the site
- Basil Drive - sync files up and down with your local Windows operating system
- Templates - configure templates for faster project, signature, and folder creation (and more)
- Settings - configure settings and permissions
- Mobile site and app (iPhone) for most of the features
- 50 GB of file storage included for each team member