--- description: Review of Basil Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice Ireland. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Basil | Reviews, Pricing & Demos - SoftwareAdvice IE --- Breadcrumb: [Home](/) > [Expense Report Software](/directory/427/expense-management/software) > [Basil](/software/450600/Basil) # Basil Canonical: https://www.softwareadvice.ie/software/450600/Basil Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/software/450600/Basil?page=2) > Basil is a comprehensive management software designed for accounting and CPA firms. It offers a wide range of features to streamline operations and enhance client service. It caters to professionals in public practice, bookkeeping, and tax preparation. The software presents an intuitive user interface that simplifies daily tasks. It includes a client portal for secure document sharing, unlimited eSignatures, time tracking and billing, CRM, document editing, and a calendar feature. It also offers mobile app access for convenience. Basil centralizes client data and communications, making firm management more efficient. Collaboration tools such as chat and task management aid in team coordination. Basil ensures data security by storing all information on Amazon Web Services with high-level encryption. This gives firms the confidence that their data is private. Basil also offers round-the-clock customer support and complimentary onboarding services to help users maximize the platform's potential. The mobile application enables access to files and document signing on the go. > > Verdict: Rated **4.6/5** by 77 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 77 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: CoralTree ## Commercial Context - **Starting Price**: US$30.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Pricing is simple: $30/month per user, unlimited clients at no additional cost, and no usage limits. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - 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 - Customisable Branding - Customisable Reports - Customisable Templates - Data Import/Export - Data Security ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Expense Report Software](https://www.softwareadvice.ie/directory/427/expense-management/software) ## Related Categories - [Expense Report Software](https://www.softwareadvice.ie/directory/427/expense-management/software) - [Tax Practice Management Software](https://www.softwareadvice.ie/directory/4237/tax-practice-management/software) - [Document Management Software](https://www.softwareadvice.ie/directory/722/document-management/software) - [Accounting Software](https://www.softwareadvice.ie/directory/4220/accounting/software) - [Digital Asset Management Software](https://www.softwareadvice.ie/directory/1634/digital-asset-management/software) ## Alternatives 1. 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Outstanding Customer Service to assist every step of the way. > > **Cons**: Outlook Calendar implementation would be an added benefit for synching. > > Absolutely amazing product, our team finds it easy to use. ----- ### "An easy-to-use option for clients to share files." — 5.0/5 > **James** | *8 November 2024* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: When it comes to sharing reports with my clients, Basil has been a fantastic choice. An inexpensive and user-friendly choice. > > **Cons**: There are some file types that are not compatible. > > I have not had any problems overall. My representative and I have discussed suggested capabilities on several occasions, and they have been open to the ideas. ----- ### "Still evolving but making great strides." — 3.0/5 > **Christine** | *10 January 2025* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: I love the response timing. Everyone is always quick to respond even if only to get more information to check with others for the solution. Also, they are very open to suggestions. > > **Cons**: I struggle with the advertising for this to be perfect for accounting firms, yet I feel like I am teaching things they should already know. There are many things that I would think to be common sense that are not programmed. Like not being able to use apostrophes in the last name field. The report's capability and functions are SERIOUSLY lacking. > > Overall, I'm very happy with the decision to purchase Basil. They have a lot of development yet to be done, but the fact that they are willing to listen and understand the reasons for the functions needed is great. Having worked in this industry for over 20 year and used many project management systems, I am more than willing to share my knowledge and they are willing to listen. ----- ### "Easy to use, affordable, and secure" — 5.0/5 > **Rhiannon** | *3 March 2026* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: The product is very intuitive, and support is beyond amazing. I was looking for secure file sharing and e-signatures. I don't really use the other features, but the price was worth it just for what I need\! I highly recommend Basil as an affordable file sharing option. > > **Cons**: I don't like the way it won't let you set up multiple customers with the same email address. We get customers who, for example, own multiple businesses, and want separate folders for each business. > > The product paid for itself within a week\! I got an inquiry from a potential client who had one question - do you have secure file sharing software? I was able to say yes, and from that one customer have already billed more than I paid for Basil. ----- ### "Getting Organized" — 5.0/5 > **Michelle** | *19 November 2024* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: I've been doing a demo with Basil for a while trying to figure out a better way to manage my accounting office and keep up with the work flow and deadlines. Having the ability to easily have clients sign documents is a godsend\! The support staff has been very patient in helping me learn how to get things done. I look forward to having a smoother tax season and to manage all my bookkeeping clients instead of writing sticky notes to lose. > > **Cons**: Having to learn something new. I will say the staff has been very patient in helping me traverse the software. > > My experience so far has been very positive. I do not have a lot of time being a small tax office. Each person I have worked with has been very patient and accommodating to my schedule and needs. I'm excited to be able to have a better level of organization of work flow. ----- Page: 1 / 4\ Next: [Next page](https://www.softwareadvice.ie/software/450600/Basil?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.ie/software/450600/Basil) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data