Basil (by CoralTree, Inc.) is an all-in-one practice management software solution for accountants to run client work, workflows, documents, signatures, and billing in one place.
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Basil is a practice management & firm operations solution that helps accounting firms manage clients and engagements, automate recurring workflows, collect eSignatures, and track time/billing from one workspace. Features include:
Client portal + secure file storage to centralize client collaboration and reduce email/spreadsheet sprawl.
Tasks & workflow tracking with automated client reminders to keep work moving during busy periods.
Unlimited eSignatures, including KBA support for IRS-regulated documents (positioned for tax workflows).
Time tracking & reporting to improve visibility into billable work and staff performance.
Built-in security messaging (e.g., encrypted storage and hosting claims) to support firms handling sensitive client data.
