Basil, by CoralTree
(408) 215-1441
www.getbasil.app

Experience refreshingly simple accounting practice management with a suite of features designed to streamline your workflow. Our platform includes a secure client portal for safe data exchange, comprehensive client data management for easy access to client details, eSignatures for quick document approvals, task and workflow management to keep your projects on track, and a virtual drive for all your storage needs. Additionally, we offer time tracking to monitor billable hours efficiently, customizable forms to fit your specific needs, CRM for maintaining strong client relationships, seamless billing to simplify your invoicing process, email integration to keep all communications in one place, and a calendar to manage your schedule effortlessly. Plus, with our mobile app, you can manage your practice on the go. Start your free trial today!