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Refreshingly Simple Software for Accountants
All-in-one practice management software with one $30 subscription.

Every feature you need to manage your firm and delight your clients.

Basil is an all-in-one, secure practice management software with a unique, 
intuitive user experience at a cost-effective price-point. 

Features include:

Client Portal | Tasks & Workflows | eSignatures | Time Tracking & Reports | Chat | CRM | Mobile App | Onboarding & Support | Charts | Security | Document Editing | White-Label Support.  

All features are included at one low price! 

Basil's security includes 256-bit encryption for data and Multi-Factor Authentication (MFA) for account access. 

Enjoy your first 15 Days FREE with no obligations and FREE personalize demo to get you started. 

Get connected with Basil now!

Videos

Basil

00:03:44

Basil Tutorials: Folder Templates

42 views

4 months ago

Basil

00:02:01

Basil Tutorials: Customize Task Statuses

27 views

4 months ago

Basil

00:02:13

Basil Tutorials: Request and Send File

30 views

4 months ago

Basil

00:03:57

Basil Tutorials: View and Filter Tasks and Creating Custom Filter Views

27 views

4 months ago

Basil

00:02:23

Basil Tutorials: Customize User Role Permissions

28 views

4 months ago

Basil

00:02:45

Basil Tutorials: CRM (Customer Relationship Management)

34 views

4 months ago

Basil

00:01:06

Basil Tutorials: Restore Deleted Items

8 views

4 months ago

Basil

00:01:41

Basil Tutorials: Local and Global Search

12 views

4 months ago

Basil

00:03:45

Basil Tutorials: Create eSignature Templates

43 views

4 months ago

Basil

00:03:18

Basil Tutorials: Work with Files as a Client

56 views

4 months ago

Basil

00:02:17

Basil Tutorials: Inviting Team Members to a Workspace

12 views

4 months ago

Basil

00:02:30

Basil Tutorial: Invite Client Users

37 views

4 months ago