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Client Management Software for Accountants

Client management software for accountants is not just a tool; it's a strategic asset that empowers accountants to build stronger connections, streamline operations, and elevate the client experience to new heights. It transforms the way accountants handle client data, communications, and service delivery, ultimately translating into increased client satisfaction, loyalty, and business growth.

Best Secure File Sharing for Accountants

Secure Client Portal for Accountants

Accountants have access to the most sensitive financial information, from social security numbers to tax identification numbers. 

The use of a secure client portal for accountants will help protect your sensitive data from prying eyes, bots, and pesky web crawlers. In addition, it will help manage your client’s documents so they are in one central location. 

No Client Accounts Needed!

Secure Document Upload Portal

See Important Client Information Under One View

Customizable CRM for Accounting Firms

View all your clients and historical information from your Basil application to streamline communication and improve productivity. Customize your CRM based on your accounting firm and save what's important to your firm. 

Save Important Client Data

Customizable Client Dashboards

Client Contact Information Under One View

Save Client Notes & Conversations

Streamline Communication

Chat & Email Integration for Accounting Firms

Benefit from using chat and email integration in Basil's practice management. These features enhance communication and collaboration within the accounting firm, allowing team members to exchange real-time information, discuss client needs, and share important documents. Chat enables instant messaging for quick questions and updates, while email offers a more formal channel for detailed communication and client correspondence.


Email Integration

Showcase your Brand

Customize Basil

Don't just use Basil’s practice management suite – make it your own! Customize the user interface with your logo and brand colors. Your clients will experience a cohesive brand experience, strengthening your professional image. Plus, you retain control and recognition in the eyes of your clients, reinforcing trust and loyalty.

Custom Client Portal Login

Custom Email Notifications

Secure Practice Management Software

Mobile App

Stay in control of your account, no matter where you are, with Basil’s mobile app. With Basil’s mobile app, you can access your files, manage tasks, and so much more, all from the palm of your hand. Whether you're at the office, in a meeting, or on the go, our app ensures you're always connected to your account.

Secure Practice Management Software


Security is our utmost priority when it comes to your accounting practice management software. We understand the sensitive nature of personal and financial data. Your Basil subscription includes 256-bit encryption, multi-factor authentication, and regular security audits. We also ensure compliance with industry standards and regulations, so you can trust that your data is handled with the utmost care and security. 

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Client Management Software FAQ

How does a secure client portal work?

How can a CRM help me manage my client relationships more effectively?

What are the benefits of using a CRM system for my accounting practice?

Can a CRM system be customized to meet the unique needs of my accounting practice?

What is the cost of implementing a CRM system, and are there any affordable options for small accounting practices?

How long does it take to implement a CRM system and train my team to use it effectively?