Skip to content

Refreshingly Simple Software for Accountants

All-in-one practice management software with one $30 subscription. Every feature you need to manage your firm and delight your clients.
basil-new-website-hero-icon-1

basil-new-website-hero-icon-2

Delivering best-in-class software to tax, bookkeeping, and accounting firms worldwide.
capterra-best-value
d2d499f2-28fb-466f-8c13-7bb42de70137
get-app-logo
front-runners-logo
Client Dashboards
2-files
3-esign
4-tasks
calendar-5-new
Chat
7-billing
Reports
Dash

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client management, automate tasks, and track workflows, helping you save time, reduce stress, and deliver exceptional service—during tax season and all year round.

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client management, automate tasks, and track workflows, helping you save time, reduce stress, and deliver exceptional service—during tax season and all year round.

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client management, automate tasks, and track workflows, helping you save time, reduce stress, and deliver exceptional service—during tax season and all year round.

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client management, automate tasks, and track workflows, helping you save time, reduce stress, and deliver exceptional service—during tax season and all year round.

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client management, automate tasks, and track workflows, helping you save time, reduce stress, and deliver exceptional service—during tax season and all year round.

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client management, automate tasks, and track workflows, helping you save time, reduce stress, and deliver exceptional service—during tax season and all year round.

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client management, automate tasks, and track workflows, helping you save time, reduce stress, and deliver exceptional service—during tax season and all year round.

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client management, automate tasks, and track workflows, helping you save time, reduce stress, and deliver exceptional service—during tax season and all year round.

TOOL FOR ACCOUNTANTS

Basil Practice Management is an all-in-one solution designed for accountants, bookkeepers, and CPAs. We streamline client interaction, automate tasks, and track workflows. We help you save time, reduce stress, and deliver exceptional service all year round.

STATE OF THE ART PRACTICE MANAGEMENT SOFTWARE

Explore Basil

🦆 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_
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 to streamline your communication workflow.
Calendar
Calendar
Efficiently schedule client meetings and allocate time for critical tasks. This feature enhances time management and also ensures that your team never misses 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.
ai-chip-icon
Artificial Intelligence

Basil AI is built on a foundation of safety, ethics, and human-centered values. It empowers teams to collaborate more effectively. 

virtual-drive-icon
Virtual Drive

Leverage hybrid cloud technology to automatically sync files between your Basil online account and your local computer or server for backup.

Stop juggling multiple vendors. Go all-in-one with Basil.


WHY CHOOSE BASIL?

secured
Secure & Reliable

With the best-in-class security features. Basil ensures that your data is always protected.

easy-to-use
Easy to Use
Basil's intuitive user interface makes managing your business simple.
scalable
Scalable Solution
Basil grows with your business and adapts to meet increasing demands.
24-7-support
24/7 Customer Support

Our dedicated support team is available around the clock to help you with any questions or issues.

cloud-based
Cloud-Based Convenience

Access Basil from anywhere, anytime, ensuring your firm is always within your reach.

no-lock-in
No Long-Term Contracts
Flexible usage with no binding contracts. Use Basil when you need it.

TESTIMONIALS

WHAT OUR CUSTOMERS ARE SAYING.

"For our tax clients we have an internal folder to store their documents and an external folder to allow clients to send their tax documents to us in a secure format as well as allowing us to send their tax return to them and an electronic signature request. This has made such a difference in our day to day operations. We would not want to imagine doing business without it."
- Phil Q.
testimonials-slider-quote-image-original
"Basil is a one stop shop for all my accounting records, maintains all my eSignature needs, and provides a task management tool. The software team at Basil is very knowledgeable, kind, and considerate. I like that I can call for service and get a live human being who is very knowledgeable about the product and then provides a solution to the issue that I might be facing."
- Lola D.
testimonials-slider-quote-image-original

"It has turned out as great as Qbox. I have all my clients’ files in the system. I have clients that can now safely download their work to me instead of an email. I love being able to work anyway without carrying an exterior drive. My clients like it as they are able to see their files anytime without digging through emails."

- Deb N.
testimonials-slider-quote-image-original
"Thank you so much for creating this and being so open to not only what we see as helpful but also what our clients see as helpful. This app has been exactly what we were looking for to simplifying the tax process for individual and business returns. The document security that this provides is perfect for those unexpected IRS love letters, uploading their supporting documents, financial reports, employee W-9, and delivering client 1099’s Or W-2’s."
- Whitney M.
testimonials-slider-quote-image-original

Ready To Get Started With Basil?

Schedule a demo to see Basil's practice management software for Accountants and CPA Firms today. 
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. Start your free 15 Day trial!

Pricing
$ 30 /monthly
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
Select a date and time for your Basil Demo. Talk Soon!
Schedule Your Demo

AFTER BOOKING YOUR DEMO

basil-new-website-line-divider
seamless-onboarding
Seamless Onboarding and Guided Instructions

Once you're ready to get started we'll onboard you onto the platform. Our team will provide step-by-step instructions on how to use Basil effectively, ensuring you feel confident about navigating our software from day one.

personalized
Personalized Product Demo with Our Expert
After scheduling your demo, our Costumer Success team will connect with you at a date and time of your preference. During this session, you'll receive a detailed walkthrough of Basil's features, showcasing the full potential of our practice management software tailored to your specific needs.
identify-challenges
Customize Basil For Your Firm

Our Customer Success Team will work with you to customize Basil to work efficiently for your firm. Every aspect of the product will be personalized for your team, workflows, and client experiences.

Blog

Most popular articles

How a Client Portal Helps Accountants Stay Organized and Stress-Free
July 15, 2025

How a Client Portal Helps Accountants Stay Organized and Stress-Free

In the world of accounting, staying organized can often feel like a full-time job in itself. Between handling client questions, collecting documents,...
What is a Trial Balance in Accounting: A Detailed Overview
July 4, 2025

What is a Trial Balance in Accounting: A Detailed Overview

If you’ve ever wondered how accountants ensure everything is in order before preparing financial statements, the answer lies in a tool called the...