Priced at $30 per month, the cloud software, which can be branded with a firm’s logos and colors, features a client portal that emails links directly to clients for file storage and collaboration with clients. 

Users can track tasks and projects through a workflow tool that automatically remind clients about incomplete tasks while also tracking billable hours. They can electronically sign unlimited documents with eSignatures and KBA. 

The software provides chat accessible by teams, members and clients and a centralized CRM database for storing all client information. Accountants can sync their Gmail and Outlook email accounts with Basil's practice management software and have the ability to create customized email templates. 

The system includes a calendar and the ability create custom forms for gathering client information.

Bob Scott

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Bob Scott has provided information to the tax and accounting community since 1991, first as technology editor of Accounting Today, and from 1997 through 2009 as editor of its sister publication, Accounting Technology. He is known throughout the industry for his depth of knowledge and for his high journalistic standards.  Scott has made frequent appearances as a speaker, moderator and panelist and events serving tax and accounting professionals. He  has a strong background in computer journalism as an editor with two former trade publications, Computer+Software News and MIS Week and spent several years with weekly and daily newspapers in Morris County New Jersey prior to that.  A graduate of Indiana University with a degree in journalism, Bob is a native of Madison, Ind