All Basil Reviews
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Basil Reviews
Reviews Summary
Overall Rating
4.6Ratings Breakdown
5
4
3
2
1
Secondary Ratings
Ease-of-use
4.5
Customer Support
4.9
Value for money
4.7
Functionality
4.3
Pros
"Great experience in utilization of features of Basil for effective client data management and timely customer support to clarify queries in usage and updating of new features."
"Basil has all of the key features I want and need in my accounting firm in order to communicate and share documentation with clients effectively."
"Basil seems to be a newer platform, and with that I will say there are a few rough edges that could be smoothed out or simple feature implementations that would be a great quality of life improvement for me and my clients such as email integration, easier file management ect."
Cons
"The Basil calendar doesn't integrate with your scheduling calendar, and the email feature only connects with Gmail."
"One thing that is disliked is the extra security code clients get when trying to do an electronic signature, it becomes a hassle especially for older clients who aren't tech-savvy."
"There are some large files that I am unable to upload but I really don't have anything else about the program that I am unhappy with."
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