CoralTree and Rightworks are partnering to put practice management in its place—at the center of your firm's ecosystem, where it was always meant to be.
Most accounting and bookkeeping firms have a practice management system, but the ones that get the most out of it share one thing in common: It's woven into the way they actually work. Disparate systems tend to add friction with every extra login, context switch, and open tab. Over time, that friction erodes adoption and the efficiency gains you were counting on.
Deep integration at the infrastructure level isn't just a nice-to-have; it's the #1 best practice for practice management systems. And it's precisely what the Basil and Rightworks partnership was built to deliver.
Rightworks' secure OneSpace platform has long given accounting and bookkeeping firms centralized control over their application environment, enabling teams to work from anywhere, providing managed IT services, and protecting everything from data to devices across any number of offices. The result: unified applications, data, teams, and workflows, and a growing ecosystem of tools that meet firms where they are.
Basil is now part of that ecosystem, listed on the Rightworks Application Directory, and accessible within Cloud Protect and Cloud Premier. Firms can add Basil’s all-in-one practice management into the environment they already trust, in order to:
The benefits of this partnership are mutual. Rightworks firms get powerful, centralized practice management built for the way modern firms operate, and Basil users gain expanded visibility through a secure platform, a bigger community, and more resources to grow with. This new partnership puts the right tools in the right place at the right time. Here’s what you can expect:
No extra logins, no context switching, no separate system to manage. Basil lives inside the Rightworks environment, so your team can stay focused on client work instead of navigating between tools.
Manage client workflows, centralize communication and documentation, automate billing, and get real-time visibility into work across every team, all in one place.
Rightworks' OneSpace platform keeps your applications, data, and teams unified under one secure environment with managed IT services and protection across every office and device.
No matter where you are now, or how you decide to grow, you’ll gain the flexibility to accommodate and scale at every stage.
Basil will also have a home in Rightworks Community, the largest peer network for accounting professionals. This dedicated space invites you to collaborative discussions, exclusive perks, product updates, and a direct line to the Basil team.
Having the right tools in the right place changes everything, and this partnership makes it easier than ever. Whether you're a Rightworks firm exploring practice management tools or a Basil user looking to get more out of your investment, seamless practice management is finally within reach.
1. Visit the Rightworks Application Directory.
2. Navigate to “Available Applications” on Cloud Protect and Cloud Premier.
3. Select the Basil tile to learn more and get started.