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Einfache Praxisverwaltungssoftware für Buchhalter. Jede Funktion, die du benötigst, um deine Kunden zu begeistern. Ein Abonnement kostet 30 $.
The ease of use and all it has to offer to help keep up with my clients.
Most of my initial complaints have been fixed - having clients sign up was clunky the 1st year (they would sign up as a company instead of one of your clients) but that has been fixed.
Nutzerbewertungen filtern (55)
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Nutzerbewertungen filtern (55)

In Betracht gezogene Alternativen:
I am excited to tax time! I feel so sassy telling my client to put your tax forms in Basil and I'll get started right away
Kommentare: The trainer was perfect and it didn't take much time. I started using it and uploading client documents right after the 1st training. I felt like a pro right away. Our clients just started using it and are not having as much difficulty as they did with all the other programs like this. 1. I send one email 2. Our client logs in 3. The client gets an email when I add a document to their folders 4. A new client can have documents saved for them and a new client contract requesting an e-signature when they set up their login.
Vorteile:
Basil has all the components needed for my accounting/tax firm. Every year I tried a new Client Management Software preparing for tax season. I'd end up frustrated and not using it after a few weeks. My clients said Basil is straightforward to use. The best part is they feel safer with the download security. No emailing, dropbox, or driving to the office. It has saved so much time. The presentation is very professional, making our firm look cutting-edge.
Nachteile:
The only thing I can think of to call the least liked thing is I get asked "What is Basil?"
Amazing Product for Everyday USe
Kommentare: Every interaction I have had with Basil has been fantastic. They are responsive, amazing at follow up and so very easy to work with. You have a problem, or don't understand something and they are always happy to direct you where to get help or show you where you went wrong in putting things in.
Vorteile:
I love how easy it is to track my tasks, share information securely and keep my schedule organized. The best part of Basil however is how fantastically responsive they are for everything from Customer Support to suggested changes and updates to making their product a better fit.
Nachteile:
The only cons I have found are the app for Android isn't published yet.
In Betracht gezogene Alternativen:
Still evolving but making great strides.
Kommentare: Overall, I'm very happy with the decision to purchase Basil. They have a lot of development yet to be done, but the fact that they are willing to listen and understand the reasons for the functions needed is great. Having worked in this industry for over 20 year and used many project management systems, I am more than willing to share my knowledge and they are willing to listen.
Vorteile:
I love the response timing. Everyone is always quick to respond even if only to get more information to check with others for the solution. Also, they are very open to suggestions.
Nachteile:
I struggle with the advertising for this to be perfect for accounting firms, yet I feel like I am teaching things they should already know. There are many things that I would think to be common sense that are not programmed. Like not being able to use apostrophes in the last name field. The report's capability and functions are SERIOUSLY lacking.
Antwort von CoralTree
vor 2 Wochen
Hi Christine, thanks for your feedback. We have quickly addressed the design issues you highlighted and will continue to fix issues you raise to Basil Support. We make continuous improvements to Basil and are focused on excellent user experience design. Feel free to reach out to Basil Support at any time if you have any questions or suggestions.
In Betracht gezogene Alternativen:
An easy-to-use option for clients to share files.
Kommentare: I have not had any problems overall. My representative and I have discussed suggested capabilities on several occasions, and they have been open to the ideas.
Vorteile:
When it comes to sharing reports with my clients, Basil has been a fantastic choice. An inexpensive and user-friendly choice.
Nachteile:
There are some file types that are not compatible.
In Betracht gezogene Alternativen:
Getting Organized
Kommentare: My experience so far has been very positive. I do not have a lot of time being a small tax office. Each person I have worked with has been very patient and accommodating to my schedule and needs. I'm excited to be able to have a better level of organization of work flow.
Vorteile:
I've been doing a demo with Basil for a while trying to figure out a better way to manage my accounting office and keep up with the work flow and deadlines. Having the ability to easily have clients sign documents is a godsend! The support staff has been very patient in helping me learn how to get things done. I look forward to having a smoother tax season and to manage all my bookkeeping clients instead of writing sticky notes to lose.
Nachteile:
Having to learn something new. I will say the staff has been very patient in helping me traverse the software.
New Product, Mixed review, hoping it will continue to improve.
Kommentare: So far so good, we did have to drop the document management and signature aspects.
Vorteile:
I really like the practice management side of things. The ability to look at data in a spreadsheet form is awesome!
Nachteile:
I don't love the document sharing side of things. I also do not like the fact that once you send a client an invite you can't resend it. Clients are not great at acting right away. I don't like that there are things that ONLY one person in our company can do. This creates a bottle neck.
Antwort von CoralTree
vor 6 Monaten
Thanks for your feedback Evita. 1. We would love to hear more detailed feedback on document sharing and signatures. We are continuously making improvements to our product and if you can reach out to Basil Support, we would be happy to address your feedback on our roadmap. 2. Basil does support resending an invite to a client who has not responded. After adding a client, click on the three-dot menu for that client and you will see a "Resend Invite" button. 3. Basil has a flexible permissions system that lets you add custom roles, add custom permissions into each role, and add team members into roles so that multiple people on your staff can perform tasks safely. Our Support Knowledge Base has information about that here: https://kb.coraltreetech.com/knowledge/basil-customize-user-role-permissions. If you have any questions, please reach out to Basil Support and we'd be happy to help.
New to using Basil
Kommentare:
Since we are learning as we go along, it seems to be user friendly.
Support team has been great to work with.
I am sure once we know more about this program we will understand it better.
Vorteile:
Our firm has just started to work in the Basil program so we are learning as we go along with different scenarios. The dashboard seems very user friendly for our users (internal & external). We really appreciate the speedy answers to our question via chat from your support team. I have just stated reviewing the training videos so hopefully my knowledge will grow.
Nachteile:
With our limited usage a this time with Basil until we gain knowledge from watching videos and testing. I do see a downside with changing client emails. From my experience clients do ask to get their emails from time-to-time. Per your support team we were advised that our firm cannot change the email address associated with an existing Basil account. We were advised that if a change/modification is needed for a client's email that this would need to be done by your support team! I feel this is a waste of time, as we would normally be able to change the client's email in the past.
Antwort von CoralTree
vor 2 Monaten
Thanks for your valuable feedback. We will add the ability for your team to edit client emails without assistance from the support team.
I Discovered a One Stop Shop Named Basil
Kommentare: My experience has been Professional, Friendly and affordable.
Vorteile:
I like the customer service. [sensitive content hidden] both have been outstanding.
Nachteile:
So far there is nothing that I don't like.
Not sure yet.
Kommentare: To be honest it hasn't been my cup of tea, but I am also not familiar with it yet. So, I am going to give it time.
Vorteile:
The customer support has been great. Every time we email over to [sensitive content hidden] ,he has replied instantly.
Nachteile:
It's hard to say because it's still new to me. From what I see so far, you can't seem to move or download multiple documents all at once, you only can do it one by one. The client has to Put in their PIN when opening up the signature page to sign but then, to complete the task it has you enter in another PIN that was sent to your email. Having to enter in two PINs can get confusing to the clients, especially the older ones. I do not like how only the support team can change an email on a user's account especially during busy system. Such an inconvenience.
Antwort von CoralTree
vor 2 Monaten
Thanks for your valuable feedback. We have removed the requirement for a client to enter a PIN two times. We will also add the ability for your team to edit client emails without assistance from the support team. Basil does support downloading or moving multiple documents all at once (click on "Select" -> select the files you wish to download or move -> click on "Download" or "Move"). If you have any questions, please feel free to reach out to us at any time.
5 Stars for Basil
Kommentare: My experience thus far has been extremely pleasant. The team at Basil has been wonderful and exceeded my expectations with the level of support they provide. While I'm still learning the platform, I have had several questions that have been immediately addressed by the Basil team, providing useful information and further explaining processes beyond my expectations. Basil overall, is user friendly and offers a broad selection of features to assist with delegating tasks, and staying on track during the work day.
Vorteile:
The support team at Basil has exceeded my expectations. Anytime that I have a question or concern my needs are addressed immediately by a team member. The team has been extremely helpful and friendly addressing any questions that are brought to their attention.
Nachteile:
While Basil offers so many functions and features, I often have to spend time thinking about the best method to accomplish what I am attempting to achieve. While I begin to utilize the program more in depth, I'm certain that the features and functions will become much easier to navigate. While sending signatures to clients, it appears that the client has to enter verification codes for each signature they are assigned. This has proven to be troublesome to some of our clients while navigating a new platform, even though they have verified their identity with their 6 digit PIN already.
Antwort von CoralTree
vor 2 Monaten
Thanks for your valuable feedback. We have simplified the process of signing a document such that multiple OTPs and PINs are no longer required. Please reach out to us if you have any questions.
Great system for the price
Kommentare: Overall well worth it for the money. Easy to use, and tech support is fantastic. I am sure I am probably not using many of the features available.
Vorteile:
Great client portal allows us to easily upload files to our clients, allows KBA compliant e-signatures that are easy to use. Clients can also easily upload documents to the portal for our review. Customer service is fantastic. Tech support is amazing - quick to respond and fix any issues.
Nachteile:
Most of my initial complaints have been fixed - having clients sign up was clunky the 1st year (they would sign up as a company instead of one of your clients) but that has been fixed.
Basil - easy to use
Kommentare: Overall Basil is great. If I need support they are responsive. I have given the team feedback and they implemented ideas as they are able. They want to know what you think will make thier product better and easier to use for you.
Vorteile:
Easy to setup and use. Adding clients is easy and I can opt to share with the client or not.
Nachteile:
There are some features that need to be added to Basil such as a way to get things to/from email.
Good product, good value
Kommentare: I am really liking this product in general. It is inexpensive compared to the competition and it works fine. I think it will continue to get better as they grow. The customer service has been very good. Sometimes they have not been able to solve my particular problem but they are always very nice and responsive. I like the follow up too when a solution is created later. I do feel a little like a Beta tester sometimes. There are pros and cons to being in on the ground floor.
Vorteile:
I like that the interface is intuitive. I just sign my clients up and tell them to let me know if they have trouble but none of them do, they have all just figured out how to upload and navigate the system on their own. I also like that you can organize the files into subfolders. You couldn't do that in my last system & this males for a better workflow for me.
Nachteile:
I wish there was a way to write back to the customer on a particular item. That was a feature my last system had that I really miss. The app isn't amazing yet.
Basil is for large and small companies!
Kommentare: My overall experience with Basil is positive. The product works well and is easy to navigate and implement. The support team is exceptional. I've always had a wonderful experience with all facets of Basil.
Vorteile:
My favorite part about Basil is that it was easy to set up. I did not need a lot of training to get it set up and running. I have been using Basil for quite some time without needing to change much of how I originally set it up. The software is user-friendly for me, my coworkers, and my clients.
Nachteile:
I'm struggling to find something here. If I've ever had a problem, I mentioned it to the support team and I have watched many of my suggestions get implemented. This team is very responsive to their customers.
Basil Rocks
Kommentare:
Excellent - 100%
Altamesh was very attentive, supportive, thorough and continually followed up during our trial period for any issues/questions. Glad he's on our team!
Vorteile:
It is very user friendly and our clients LOVE it as it's really easy to upload documents compared to our last portal. We have so many other options as well that we haven't even begun to use but are excited about (i.e., forms, auto sign, emails, chats, etc.) Also, it's nice to have a few contacts we can actually speak to along with the support link which we did NOT have before. Lastly, the integration from our old portal to Basil has been easy as we just hit upload or drag the files from one the old to the new. It's not some tedious, long process.
Nachteile:
I haven't found one yet but if I do you'll be first to know. Really excited about this portal as it already has simplified my job immensely. Thank you.
Edwards Tax Services Review
Kommentare: So far so good. I've been slowly moving my clients into the portal as I work with them, so hopefully the transition continues to go smoothly in the vast changing world for tax security for our clients.
Vorteile:
The client accessibility so I no longer need to email or fax documents to them, they can simply retrieve any documents they need, as well as the extra security for the chat feature to where clients have the capability of sharing sensitive information with me.
Nachteile:
The limited phone app capabilities. I think it would be a great feature to be able to utilize the app to upload, download, e-sign, etc. Or at least to my understanding, the mobile app was very limited currently.
Such an Asset
Kommentare: Basil has become an invaluable tool for our firm.
Vorteile:
The client portal has become invaluable to our firm.
Nachteile:
The client management and information portion are lacking in options to customize and is more cumbersome than other software options
Affordable Portal option
Kommentare: My overall experience has been positive as it has given me an affordable portal with good customer support.
Vorteile:
Basil is a very affordable option for my client Portal. I have used Basil since it's inception and have seen that many improvements have been made along the way. Customer support has been very good.
Nachteile:
The menu layout is not always intuitive in where to find things I'm looking for. I've had clients find it difficult to use but that was mainly in the early days although I've had a few clients this year struggle with the e-sign function.
Very Happy User
Kommentare: Everyone form sales to training has been top notch. I love your customer service. Free training. A very reasonable price.
Vorteile:
The various features that is available.
Nachteile:
I haven't seen anything that I don't like.
Good Project Management
Kommentare: Basil is a good for projects and tasks. It works great for that purpose.
Vorteile:
The project management feature works good. I like that you can add a project and than individual tasks separately.
Nachteile:
I don't like that you can not go back to a previous date when you are clocking time worked on a client and that their are only 15 increments when inputting hours and minutes for the time clock.
Antwort von CoralTree
vor 6 Monaten
Thanks for your feedback! We have now added the ability to log time for past dates, and also added support for logging time in one-minute increments. Please reach out to Basil Support if you have any other issues.
Basil is great and has the potential of being phenomenal
Kommentare: I've had a very positive experience with Basil, all my concerns are heard and addressed, my clients get wonderful reps who help them when needed and I know our information is safe in the cloud and its allowed us to take on more clients and have people work at home as we all have access to necessary information.
Vorteile:
Cloud based, phone app, e-signature, similar features to DropBox
Nachteile:
More client freedom to complete tasks, more flexibility with e-sig, improve sign up process, a client return progress tracker for clients, improved notification via email
New Basil client in Wilmington, NC
Kommentare: At this time, I am very impressed with Basil the product as well as the Basil team. The product is a very cost-effective way for my office to securely transmit data needed for tax preparation. I am also happy to hear that they are willing to listen to end user suggestions for enhancements if they make sense. I am very impressed.
Vorteile:
From the online review process to my finally signing on as a new customer the experience was excellent. The product checks all of the boxes for what my small Accounting and Tax office needs to securely communicate with our clients and at a cost efficient price.
Nachteile:
I have not really found anything not to like yet. The product is very intuitive to use and the instruction demo that I did with the Basil team answered my questions very well.
Basil works for our Bookkeeping Firm
Kommentare: I am truly happy with Basil and their team. I feel the support is way beyond any software support that our firm uses. If we have a question, we get personalized support and actions met.
Vorteile:
Support and ease of use. We have had special things built into the program that our firm needs to be successful which in turn will help other firms as well.
Nachteile:
The learning curve. Access sharing for one CPA with multiple clients.
Basil is a great tool for bookkeepers and accountants
Kommentare: Basil is amazing. It's affordable and they listen to customer feedback, which I really appreciate.
Vorteile:
I love using Basil to easily and securely share payroll files with my clients. They can upload the files I need and I can share back with them.
Nachteile:
I wish the interface was a little easier to use to share documents with clients.
Important tool for secure document storage
Kommentare: This has been a very easy to use platform. Customer service has been great and I have not had any problems with them speaking over my head or discounting what my concerns have been.
Vorteile:
I like that both my clients and I can access, upload and download important documents to a secure location.
Nachteile:
I can only have one document open at a time.