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Office Management

Refreshingly Simple Software for Business Owners

All-in-one office management software with one $30 subscription. Every feature you need to manage your business and drive growth.

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Refreshingly Simple Software For Accountants

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Why Practice Management?

Every feature you need with one product. Don't juggle subscriptions. Save hours of time every day.

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Easiest UI Ever

Best-in-class, intuitive user interface that never gets in your way.

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High Security

Keep your data under one secure roof. 256-bit encryption with Amazon Web Services.

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24/7 Support With a Human Touch

Our world-class, friendly support team is always online to help you. Complimentary onboarding services.

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No-Hassle Pricing

Just one pricing tier with no limits or surprises. Roadmap of innovative features at one simple price.

Powered By AWS

Office Management Software Features

🦆 icon _user folder thin_ Client Portal

Secure, password-protected file storage. Intuitive portal that is so easy to use that your clients will be amazed.

🦆 icon _check list file thin_🦆 icon _check list file thin_ Tasks & Workflows

Keep track of tasks and projects with an intuitive workflow tool. Remind clients automatically about incomplete tasks.

🦆 icon _pencil edit thin_  eSignatures

Electronically sign all your documents with unlimited eSignatures. KBA available for IRS-regulated documents.

🦆 icon _clock outline_ (1) Time Tracking & Reports

Keep track of billable hours for every task. Share reports with clients and never miss billing opportunities.

Client Data Client Data

Customize client profiles with essential details like EIN numbers and logins. Your data stays encrypted and secure, letting you focus on delivering top-notch service efficiently.

Client Dashboard Client Dashboards

Manage client interactions effortlessly with a comprehensive view for easy access to all client details. Customize each dashboard for clients to access crucial information efficiently.

Email integration (1) Email Integration

Effortlessly sync your email accounts with Basil's practice management software to streamline your communication workflow.

Calendar Calendar

Efficiently schedule client meetings and allocate time for critical tasks. This feature not only enhances time management but also ensures that accountants never miss a deadline or task again.

🦆 icon _connection thin_ CRM

Keep all client information in a centralized database. Easily access contact info, notes, and project history.

🦆 icon _pencil box thin_ Document Editing

Edit word documents, presentations, and spreadsheets in the browser. Versioning, rollback, and real-time collaboration included.

🦆 icon _chat lines_ Chat

Chat with team members and clients. Ask questions, seek clarification on projects, or schedule lunch plans without leaving the app.

🦆 icon _phone thin_ Mobile App

Never miss a beat with our mobile app. Your team and clients can upload files and sign documents on the go. Stay up to date with notifications.

🦆 icon _graph chart thin_ Charts

Beautiful visualizations of your firm's billable hours, staff performance, project status and more.

🦆 icon _lock website thin_ Security

We take security seriously. 256-bit encryption and secure storage on Amazon Web Services.

🦆 icon _logo social thin_ Custom Branding

Brand our software with your company logo and colors. Drive brand loyalty to your clients and grow your business.

🦆 icon _headphones thin_ Onboarding & Support

Complimentary onboarding services and 24/7 support to ensure your success.

Ready To Get Started With Basil?

Schedule a demo with a Basil Product Expert and start your free 15 Day trial!

Our Product Expert will assist you with navigating through Basil, provide you with updates on our latest features, and help you optimize your daily workflow.

Pricing
$30 Per Team Member
  • All Features
  • Unlimited Clients
  • 50 GB Storage Per User
  • 15 Day Free Trial, Month to Month Billing
  • Complimentary Onboarding Services
  • 24/7 Support