Accounting & Tax

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.

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Client Portal

Secure, password-protected file storage. Intuitive portal that is so easy to use that your clients will be amazed.

Tasks & Workflows

Keep track of tasks and projects with an intuitive workflow tool. Remind clients automatically about incomplete tasks.

eSignatures

Electronically sign all your documents with unlimited eSignatures. KBA available for IRS-regulated documents.

Time Tracking & Reports

Keep track of billable hours for every task. Share reports with clients and never miss billing opportunities.

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 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

Effortlessly sync your email accounts with Basil's practice management software to streamline your communication workflow.

Calendar

Efficiently schedule client meetings and allocate time for critical tasks. This feature not only enhances time management but also ensures that accountants never miss a deadline or task again.

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.

Chat

Chat with team members and clients. Ask questions, seek clarification on projects, or schedule lunch plans without leaving the app.

CRM

Keep all client information in a centralized database. Easily access contact info, notes, and project history.

Onboarding & Support

Your success is our success. That's why your account includes complimentary onboarding services and 24/7 support.

Charts

Beautiful visualizations of your firm's billable hours, staff performance, project status and more.

Security

We take security seriously. 256-bit encryption and secure storage on Amazon Web Services.

Document Editing

Edit word documents, presentations, and spreadsheets in the browser. Versioning, rollback, and real-time collaboration included.

White-Label Support

Brand our software with your company logo and colors. Drive brand loyalty to your clients and grow your business.

What Accountants Say

"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 Quinton
Phil's Bookkeeping & Tax Service LLC

"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 Niedermeyer
Deb Niedermeyer, CPB

"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 Mitchell
CDL Accounting

Pricing

$30 Per Month

All Practice Management Features
Unlimited Clients
50GB Storage Per User
15 Day Free Trial
Complimentary Onboarding Services
24/7 Support

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