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Basil
5
59
4
17
3
7
2
0
1
0
Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews
Cloud-based accounting practice management software
Table of Contents
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Basil - 2026 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: July 2026
Basil overview
Based on 83 verified user reviews
What is Basil?
Basil is an accounting practice management tool offering key features such as document management and client management, among others.
Who uses Basil?
By industry, Basil reviewers are most commonly professionals in accounting (96%). The most frequent use case for Basil cited by reviewers is accounting practice management (56% of reviewers).
Starting price
per month
Pros & Cons
Security and Access Control
Customer Support
Document Upload
Features
Basil’s user interface
Basil review summaries overview
To determine these pros and cons insights, we analyzed responses from
Overall rating
Value for money
4.7
Features
4.3
Ease of use
4.5
Customer support
4.9
Reviews sentiment
What do users say about Basil?
Reviewers feel Basil offers responsive and helpful customer support, with staff who address questions quickly and value user feedback. They indicate the product is affordable, making it accessible for small firms, and they appreciate the secure client portal for sharing documents and managing client communication. They find the interface user-friendly and easy to set up, with most able to learn the system quickly. Some mention the learning curve is manageable with available training resources.
They say Basil simplifies client document management, allowing secure uploads, e-signatures, and organized file storage. Some report minor issues with customization, double verification for signatures, and limited mobile app features, but most find it effective for their needs.
Select to learn more
Who uses Basil?
Based on 83 verified user reviews.
Company size
Small Businesses
Midsize Businesses
Enterprises
Top industries
Use cases
Basil's key features
Most critical features, based on insights from Basil users:
All Basil features
Features rating:
Basil alternatives
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Starting from
30
/user
Per month
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Basil pricing
Value for money rating:
Starting from
30
/user
Per month
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.
Adrian B.
Owner, bookkeeper
RAJENDRA C.
Owner
Basil integrations (0)
Integrations rated by users
We looked at 83 user reviews to identify which products are mentioned as Basil integrations and how users feel about them.
Integration rating: 5.0 (1)
Integration rating: 3.0 (1)
“I need to be able to track my job costs.”
Patrick P.
Commercial Division Manager
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.
Widespread user sentiment highlights Basil's customer support as highly responsive, friendly, and easy to reach for any questions.
A significant portion of users praise the team's willingness to listen, provide personalized help, and address needs with care.
Frequently reported by users, support staff are knowledgeable, patient, and provide quick, clear solutions through multiple channels.
Support options
Training options
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.”
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.”
Nathan M.
Bookkeeper
Basil FAQs
Q. What is Basil used for?
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.
Q. Does Basil support mobile devices?
Basil supports the following devices:
iPhone, iPad
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
