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Project 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.

Ditch the Sticky Notes & Scribbled To-Do Lists

Tasks, Workflows & Project Management Software 

Accountants have a lot to keep track of. Whether it's repetitive processes such as payroll or simple tasks like document requests, Basil's task and project management tools offer comprehensive support throughout every stage of the process.





Client Follow Up and Automated Reminders

Time Tracking


Stop Paying for an Additional eSign Service


Basil's subscription includes unlimited eSignatures to sign any document. 

eSignatures can be initiated for one or multiple signatures, with the option to get signatures in a specified order, if necessary.

As required by law, all eSignatures provide the PDF signed document and an associated audit trail.


eSignature Templates

Knowledge-Based Authentication

Say Hello to Business Insights


Visualize your business data, turning your tasks into clear, intuitive graphics. Your business insights include billable hours, staff performance, project status and more. It's not just about numbers; it's about the story they tell. Elevate your accounting practice to new heights with Basil’s charts feature, and let your data speak for itself.

Stop Searching For The Latest Version

Cloud Based Document Management 

Eliminate the need to switch between applications for document management. Take advantage of our cloud file management system and document editing to modify your documents, revert to a prior version, or organize your files. Easily tag documents with categories to make them easier to find in the future.

Integrated Document Editor

Versioning & Rollback

Categorization & Tagging

Global Search

Your Success is our Success!

Unlimited Training and Support

With Basil, you not only gain access to powerful practice management tools and features but also enjoy the incredible advantage of free and unlimited training and support. No more worries about navigating new software on your own – our dedicated team of experts is here to guide you every step of the way.

Onboarding Support

Unlimited Client Support

Unlimited Technical Support

Project Management Software For Accountants  FAQ

How can project management software help accountants to better manage their workload, especially during busy periods like tax season?

Can project management software facilitate the delegation of tasks and improve collaboration within my accounting firm?

How does project management software handle access control and permissions for different members of my accounting team?