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Basil

Cloud-based accounting practice management software

Last updated: February 2025

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Table of Contents

Basil - 2025 Pricing, Features, Reviews & Alternatives

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

Last updated: February 2025

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 from

/user

Per month

start trial

book a demo

Basil's key features

Most critical features, based on insights from Basil users:

Document Management

4.4

(28)

Client Management

4.2

(26)

For Accountants

4.7

(19)

Client Portal

4.4

(15)

Data Import/Export

4.1

(15)

Secure Data Storage

4.9

(9)

All Basil features

Features rating:

4.3

(56)

Financial Reporting

4.5

(2)

Alerts/Notifications

3.7

(3)

Customizable Branding

5.0

(4)

Due Date Tracking

4.0

(10)

Workflow Management

4.3

(12)

Activity Dashboard

3.0

(2)

Configurable Workflow

5.0

(2)

Customizable Templates

4.0

(6)

Document Storage

4.3

(10)

Task Management

4.1

(18)

Third-Party Integrations

4.5

(2)

Accounts Receivable

4.5

(2)

Project Management

4.0

(3)

Document Capture

4.0

(2)

Email Management

4.5

(2)

Search/Filter

3.8

(9)

Status Tracking

5.0

(2)

Reporting & Statistics

3.3

(3)

Time Tracking

5.0

(1)

Messaging

3.7

(3)

Accounting Integration

3.5

(2)

Billing & Invoicing

4.2

(5)

Bank Reconciliation

5.0

(2)

Audit Trail

5.0

(1)

Full Text Search

3.0

(4)

For CPA Firms

(0)

Timer

(0)

Accounts Payable

(0)

Time & Expense Tracking

(0)

Appointment Management

(0)

Approval Workflow

(0)

Staff Management

(0)

Reporting/Analytics

(0)

Reminders

(0)

Project Time Tracking

(0)

Customizable Reports

(0)

Progress Tracking

(0)

Online Payments

3.0

(1)

Electronic Payments

(0)

Invoice Management

(0)

General Ledger

5.0

(2)

Basil awards

Accounting

91/100

Basil alternatives

Basil

4.6

(56)

visit website

Starting from

/user

Per month

Free trial

Free version

Ease of Use

4.4

Features

4.3

Value for Money

4.6

Customer Support

4.9

QuickBooks Enterprise

4.5

(20.7K)

visit website

Starting from

2210

Per year

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.3

Customer Support

4.2

Uku

4.8

(78)

visit website

Starting from

Per month

Free trial

Free version

Ease of Use

4.7

Features

4.6

Value for Money

4.6

Customer Support

4.9

NetSuite

4.2

(1.7K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.9

Features

4.2

Value for Money

3.8

Customer Support

3.8

Basil pricing

Value for money rating:

4.6

Starting from

/user

Per month

Pricing details

Subscription

Free trial

Free plan

Pricing range

view pricing plans

start trial

Basil integrations (1)

Top integrations

Isabel 6

Basil support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live rep)

Chat

Training options

Live Online

Webinars

Documentation

Videos

Basil reviews

Overall rating

4.6

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.89/10

Rating distribution

Pros

“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.”

Allison W.

Bookkeeper

“It's super easy to use and my clients love it. I don't have resistance issues with my clients that others do because of the simplicity of it all.”

Marcia D.

President

“My overall experience has been positive as it has given me an affordable portal with good customer support.”

Rebecca T.

President

Cons

“What worries me, is that people who don't have the application, and work directly on the web, they can not find when they google it.”

Afrdita D.

TAX RETURN ASSISTANT

“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.”

Colleen K.

Owner

“That was a feature my last system had that I really miss.”

Jennifer H.

Owner

Read all reviews

Basil FAQs

Q. What type of pricing plans does Basil offer?

Basil has the following pricing plans:
Starting from: $30.00/month
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)

Q. Who are the typical users of Basil?

Basil has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does Basil support?

Basil supports the following languages:
English

Q. Does Basil support mobile devices?

Basil supports the following devices:
iPad, iPhone

Q. Does Basil offer an API?

No, Basil does not have an API available.

Q. What level of support does Basil offer?

Basil offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat