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Refreshingly Simple Office Management Software

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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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.

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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
Start your free trial

Welcome to Basil – Your Comprehensive Office Management Solution!

Discover the power of seamless business operations with our advanced office management software designed to streamline your workflows and boost productivity. Whether you're a small business or a large enterprise, Basil is your go-to solution for efficient business process management.

Business Workflow Software: Use Basil as your centralized platform to optimize and automate your business workflows for increased efficiency. Tailor workflows to your specific needs and industry requirements with real-time visibility into every stage of your processes.

Office Management Tools and Interface: Intuitive application to simplify complex business processes. Customizable solutions for diverse industries and offices.

Paperless Office Document Management Software: Go green with paperless document management solutions. Securely store, organize, tag and retrieve documents with ease. eSign documents from within Basil and store completed documents in your account.

Collaboration Management Software: Enhance collaboration and communication within your organization. Email, chat, and leave notes for team members and client users. 

Secure Office Management Software for Small Business: Specially designed for small businesses to streamline operations without compromising security. Affordable and scalable solutions to grow with your business.

Basil is the answer to your comprehensive office management needs. Experience the difference in your workflow efficiency and business performance today!

Welcome to Basil – Your Comprehensive Office Management Solution!

Discover the power of seamless business operations with our advanced office management software designed to streamline your workflows and boost productivity. Whether you're a small business or a large enterprise, Basil is your go-to solution for efficient business process management.

Business Workflow Software: Use Basil as your centralized platform to optimize and automate your business workflows for increased efficiency. Tailor workflows to your specific needs and industry requirements with real-time visibility into every stage of your processes.

Office Management Tools and Interface: Intuitive application to simplify complex business processes. Customizable solutions for diverse industries and offices.

Paperless Office Document Management Software: Go green with paperless document management solutions. Securely store, organize, tag and retrieve documents with ease. eSign documents from within Basil and store completed documents in your account.

Collaboration Management Software: Enhance collaboration and communication within your organization. Email, chat, and leave notes for team members and client users. 

Secure Office Management Software for Small Business: Specially designed for small businesses to streamline operations without compromising security. Affordable and scalable solutions to grow with your business.

Basil is the answer to your comprehensive office management needs. Experience the difference in your workflow efficiency and business performance today!