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Basil Logo

Cloud-based accounting practice management software

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Basil - 2026 Pricing, Features, Reviews & Alternatives

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Basil overview

What is Basil?

Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently.

The software centralizes client data, documents, tasks, reporting, and communication into one secure platform accessible via desktop and mobile. Key features include an intuitive client portal for file sharing, unlimited eSignatures, automated workflows, time tracking and billing, client dashboards, email sync, chat, and more. Seamless integrations eliminate the need to toggle between programs.

Built on Amazon Web Services, Basil leverages enterprise-grade encryption and secure infrastructure to protect sensitive data. The software scales to accommodate firm growth with robust tools to manage clients, projects, documents, and staff workloads.

Starting price

30per user /
per month
try for free

Basil’s user interface

Ease of use rating:

Basil pros, cons and reviews insights

To determine these pros and cons insights, we analyzed responses from 

Overall rating

Reviews sentiment

 
 
3-4(21)
5(52)

What do users say about Basil?

Basil facilitated clients management in an optimum manner with good value for money by saving time, effective file sharing, user friendly signature for client support and better document management with maintaining security of vital information.

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Who uses Basil?

Based on 73 verified user reviews.

Company size

Small Businesses

Midsize Businesses

Enterprises

Top industries

Accounting
Financial Services

Use cases

Document Management
Tax Practice Management
Accounting
Accounting Practice Management
Expense Report

Basil's key features

Most critical features, based on insights from Basil users:

Client management
Due date tracking
Billing & invoicing
Project management
Time tracking

All Basil features

Features rating:

Accounting
Accounting integration
Accounts payable
Accounts receivable
Activity dashboard
Alerts/Notifications
Appointment management
Approval workflow
Audit trail
Bank reconciliation
Billing & invoicing
Client management
Client portal
Collaboration tools
Configurable workflow
Customizable branding
Customizable reports
Customizable templates
Data import/export
Data security
Document capture
Document editing
Document management
Document storage
Due date tracking
Electronic payments
Email management
Encryption
File sharing
Financial reporting
For accountants
For cpa firms
Full text search
General ledger
Invoice management
Messaging
Mobile app
Online payments
Progress tracking
Project management
Project time tracking
Reminders
Reporting/Analytics
Reporting & statistics
Search/Filter
Secure data storage
Staff management
Status tracking
Task management
Third-Party integrations
Time & expense tracking
Timer
Time tracking
Workflow management

Basil alternatives

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Basil pricing

Value for money rating:

Starting from

30

/user

Per month

Pricing details
Subscription
Free trial
Free plan
Pricing range
start trial

User opinions about Basil price and value

Value for money rating:

To see what individual users think of Basil's price and value, check out the review snippets below.

“Basil facilitated clients management in an optimum manner with good value for money by saving time, effective file sharing, user friendly signature for client support and better document management with maintaining security of vital information.”
RC

RAJENDRA C.

Owner

“Ability for clients to easily access documents including copies of tax returns as well as uploading their annual tax documents used to prepare their returns.”
JT

John T.

Pres-CEO

Basil integrations (2)

Integrations rated by users

We looked at 73 user reviews to identify which products are mentioned as Basil integrations and how users feel about them.

Stripe logo
Stripe

Integration rating: 5.0 (1)

Integration rating: 3.0 (1)

It's honestly one of the main reasons I recommend Jobber to clients. As an accountant, having invoices, payments, and customer data flow straight into QuickBooks Online means I'm not re-entering everything manually or chasing down missing information

Keeping expenses down for right now until we get ACT caught up and then will update QB to Online most likely

ED

Eri D.

ACCOUNTANT

1/2

Basil customer support

What do users say about Basil customer support?

Customer support rating:

We analyzed verified user reviews to identify positive and negative aspects of Basil customer support.

Widely noted by reviewers, Basil's support team is highly responsive and provides quick answers to user questions.

A significant portion of users appreciate the personalized, patient, and friendly assistance offered by Basil's support staff.

Frequently reported by users, contacting Basil support is easy, with real people available via chat or phone and issues resolved efficiently.

Support options

Email/help desk
Faqs/forum
Knowledge base
Phone support
24/7 (live rep)
Chat

Training options

Live online
Webinars
Documentation
Videos

To see what individual users say about Basil's customer support, check out the review snippets below.

“The team has been extremely helpful and friendly addressing any questions that are brought to their attention.”

LA

Logan A.

Admin

“We love the features of this product, and that the support staff works with us to make sure that our needs are being addressed.”

NM

Nathan M.

Bookkeeper

“The report's capability and functions are SERIOUSLY lacking.”

CL

Christine L.

Firm Administrator - COO

Basil FAQs

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