Basil

Basil is a comprehensive management software designed for accounting and CPA firms. It offers a wide range of features to streamline operations and enhance client service. It caters to professionals in public practice, bookkeeping, and tax preparation. The software presents an intuitive user interface that simplifies daily tasks. It includes a client portal for secure document sharing, unlimited eSignatures, time tracking and billing, CRM, document editing, and a calendar feature. It also offers mobile app access for convenience. Basil centralizes client data and communications, making firm management more efficient. Collaboration tools such as chat and task management aid in team coordination. Basil ensures data security by storing all information on Amazon Web Servi...