Simplify your tech.
Elevate your practice.
Basil Simple replaces scattered tools and manual work with one secure platform built for accounting firms.
✔ No credit card
✔ Setup in under 1 day
✔ Cancel anytime

| What You Need |
THE OLD WAY Scattered & Manual |
BASIL SIMPLE All-in-One |
|---|---|---|
|
Client portal
|
Not built for accounting
|
Secure portal for every client
|
|
File & Folder management
|
Hard to organize & find
|
Organized, structured, secure
|
|
eSignatures
|
Separate tool, extra cost
|
Built-in and unlimited
|
|
Task management
|
Spreadsheets & sticky notes
|
Assign & track tasks
|
|
Forms
|
Multiple form tools
|
Create, send & collect in Basil
|
|
White-label branding
|
Not possible
|
Your brand, your experience
|
|
Everything in one place
|
Constant switching
|
One login. One product.
|
Less chaos. More Clarity. Better Client Work.
Spend less time managing tools and more time growing your firm.
That's the power of keeping it simple.
BASIL SIMPLE
$15 /month