Basil is a practice management & firm operations solution that helps accounting firms manage clients and engagements, automate recurring workflows, collect eSignatures, and track time/billing from one workspace. Features include:
– Client portal + secure file storage to centralize client collaboration and reduce email/spreadsheet sprawl.
– Tasks & workflow tracking with automated client reminders to keep work moving during busy periods.
– Unlimited eSignatures, including KBA support for IRS-regulated documents (positioned for tax workflows).
– Time tracking & reporting to improve visibility into billable work and staff performance.
– Built-in security messaging (e.g., encrypted storage and hosting claims) to support firms handling sensitive client data.
