Refreshingly Simple Accounting Practice Management Software
All-in-one practice management software with one $30 subscription. Every feature you need to manage your firm and delight your clients.
From the makers of 
.png?width=143&height=150&name=Image_20240823_141728_415%20(1).png)
Client Portal
eSignatures.svg){kind=small}
Time Tracking & 
Client Data
Client Dashboards.png?width=43&height=42&name=Email%20integration%20(1).png){kind=small}
Email Integration
Calendar
CRM
Document Editing
Chat
Mobile App
Charts
Security
Custom Branding
Onboarding & Support
1. No Long-Term Contracts
Flexible usage with no binding contracts. Use Basil when you need it.
2. 24/7 Customer Support
Our dedicated support team is available around the clock to help you with any questions or issues.
3. Easy to Use
Basil's intuitive user interface makes managing your accounting firm simple.
4. Cloud-Based Convenience
Access Basic from anywhere, anytime, ensuring your firm is always within your reach.
5. Scalable Solution
Basil grows with your business, adapting to meet the increasing demands of your accounting firm.
6. Secure & Reliable
With the best-in-class security features. Basic ensures that your data is always protected.
1. No Long-Term Contracts
Flexible usage with no binding contracts. Use Basil when you need it.
2. 24/7 Customer Support
Our dedicated support team is available around the clock to help you with any questions or issues.
3. Easy to Use
Basil's intuitive user interface makes managing your accounting firm simple.
4. Cloud-Based Convenience
Access Basil from anywhere, anytime, ensuring your firm is always within your reach.
5. Scalable Solution
Basil grows with your business, adapting to meet the increasing demands of your accounting firm.
6. Secure & Reliable
With the best-in-class security features. Basil ensures that your data is always protected.
%20(1).png?width=767&height=575&name=WHAT%20IS%20BASIL%20(1)%20(1).png "WHAT IS BASIL (1) (1)")
1. Personalized Product Demo with Our Expert
After scheduling your demo, our Costumer Success team will connect with you when you at a date and time of your preference. During this session, you'll receive a details walkthrough of Basil's features, showcasing the full potential of our practice management software tailored to your specific needs."
2. Identify and Address Your Challenges
Our Customer Success team will take the time to understand the unique challenges you face in managing your accounting firm. They will demonstrate how Basil can help solve these issues while improving efficiency and streamlining your workflow.
3. Seamless Onboarding and Guided Instructions
Once you're ready to get started we'll onboard you onto the platform. Our team will provide step-by-step instructions on how to use Basil effectively, ensuring you feel confident about navigating our software from day one.
1. Personalized Product Demo with Our Expert
After scheduling your demo, our Costumer Success team will connect with you when you at a date and time of your preference. During this session, you'll receive a details walkthrough of Basil's features, showcasing the full potential of our practice management software tailored to your specific needs.
2. Identify and Address Your Challenges
Our Customer Success team will take the time to understand the unique challenges you face in managing your accounting firm. They will demonstrate how Basil can help solve these issues while improving efficiency and streamlining your workflow.
3. Seamless Onboarding and Guided Instructions
Once you're ready to get started we'll onboard you onto the platform. Our team will provide step-by-step instructions on how to use Basil effectively, ensuring you feel confident about navigating our software from day one.
Streamlined Workflows
Accounting firms deal with a high volume of financial data and documents. Accounting practice management software helps streamline workflows by providing tools for task management, document management, and automated processes.
Client Management
Accounting practice management software products include client relationship management (CRM) features. Firms can keep track of client information, communications, and interactions. This makes it easy to provide personalized services and maintain strong client relationship.
Time, Billing, and Invoicing
Accounting firms bill clients based on time spent on various tasks and projects. Accounting practice management software allows for accurate time tracking and billing, reducing the chances of revenue leakage and ensuring that clients are billed correctly.
Document Management
Firms deals with a vast amount of documents, including tax forms, financial statements, and legal documents. Accounting practice management software offers document storage and search features, making it easier to organize and access critical information.
Scalability
As firms grow, managing clients, projects and staff can become increasingly complex. Accounting practice management software can scale with the firm's growth, accommodating additional clients and employees without significantly increasing administrative overhead.
Efficient Communication
Effective communication is vital in accounting firms. Practice management software includes communication tools such as email and chat, helping teams stay connection and informed.
How to Choose the Best Document Management Software for Accountants?
Sharissa BarnettDec 19, 2024 8:30:00 AM
Managing documents efficiently is a critical aspect of accounting. From client files to tax documents, accountants handle a massive volume of...
Top 10 Accounting Skills Every Modern Accountant Should Master
Sharissa BarnettDec 12, 2024 8:30:00 AM
The role of accountants has evolved beyond traditional bookkeeping and tax preparation. Modern accountants are strategic partners in business...
Top 10 Benefits of CRM for Accounting Firms
Sharissa BarnettDec 5, 2024 8:30:00 AM
Managing client relationships and staying organized are two critical aspects of running a successful accounting firm. In an industry where trust,...