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TaxDome vs Basil Comparison (2026)

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Good recommendations?

TaxDome

Basil

Overview

Trusted by 15,000+ tax, bookkeeping, and accounting firms, TaxDome is the #1-rated practice management platform for CPAs and EAs — combining workflow automation, CRM, document management, client portal, and billing in one connected hub.

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.

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Platforms supported

Web-based
iPhone app
Android app
Windows Phone app

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Customer support

Phone
Online
Knowledge base
Video tutorials

view more detailsview details

Video & Screenshots

No videos yet

Pricing

Starting from

800

/user

Per year

Free trial available
Credit cardless trial
Free account
Subscription based

Starting from

/user

Per month

Free trial available
Credit cardless trial
Free account
Subscription based

User reviews

4.7

3.6K

2.7K

756

105

Value for money

Ease of use

Features

Customer support

85%

would recommend this app

4.6

Value for money

Ease of use

Features

Customer support

85%

would recommend this app

Pros

“It is a great software to streamline client relationship management, allow safe and secure document sharing, automation of tasks like invoicing, sending engagement letters, etc.”

Natalie W.

President

“We are able to present clients with an invoice at the time they sign their engagement letter and TaxDome will collect a deposit for us prior to releasing the organizer.”

Matt B.

Founder

“It has become the operational hub of my firm and gives me one place to manage clients, documents, communication, organizers, engagement letters, invoices, and workflows.”

Rosi E.

Enrolled Agent

Pros

“I am thankful for Basil coming around and offering me a cost-effective way to handle multiple clients, obtain documents, send out documents, and be able to assign tasks to clients for an affordable rate that even a startup company such as myself can afford”

Adrian B.

Owner, bookkeeper

“I would say if you aren't ready to go into a full enterprise solution like Microsoft or Atlassian, this product really gets you a lot of features for a small to midsize team (2 - 20 team members). ”

Amy P.

Bookkeeper and Project Manager

“Basil is a great hub for collaborating teams to have communication, track files, and deliverables using projects and tasks.”

Amy P.

Bookkeeper and Project Manager

Cons

“I wanted it to be able to collect payments through CPACharge that I set up with credit cards fees to be paid by clients. When I turn off the integration it still looks like we take payments through portal and clients are annoyed.”

Holly H.

Managing Partner

“The biggest issue that we have had has been getting our data and processes into TaxDome which is an indictment on the inconsistencies WE have had internally, not necessarily on TaxDome.”

Bryan S.

Tax Manager

“My firm used to use Sharefile to transmit documents securely to and from clients, and now TaxDome has pretty much replaced Sharefile for us, however, I wish it had the ability to work in a similar way to Sharefile for non-clients because currently we are still haven't to keep Sharefile for people like financial advisors and others who aren't clients so therefore they don't have a good way to securely send us documents through TaxDome.”

Taylor S.

Project Coordinator

Cons

“Currently there is no way a document can be marked as entered or completed.”

Judy B.

Owner

“I haven't learned all of the aspects of the software and there is some features I don't need so I can't give any cons at this moment.”