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Description
Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.
Description
Capium is the pioneer in connected cloud accounting software for small and medium-sized accountants. Our vision was to eliminate the tedious work of running an accounting practice and transform the role of accountants from a number cruncher into one that provides strategic financial advice to clients. We created a software suite that combines automated accounts production with powerful practice management tools, allowing accountants to run a more profitable practice.
API Access
Has API
No
API Access
Has API
No
Integrations
Amazon Web Services (AWS)
Yes
FreeAgent
No
Microsoft Excel
Yes
Microsoft PowerPoint
Yes
Microsoft Word
Yes
QuickBooks Accountants
No
Xero
No
Integrations
Amazon Web Services (AWS)
No
FreeAgent
Yes
Microsoft Excel
No
Microsoft PowerPoint
No
Microsoft Word
No
QuickBooks Accountants
Yes
Xero
Yes
Pricing Details
$30 per month
Free Trial
Yes
Free Version
Yes
Pricing Details
£17 per month
We offer packages ranging from Start-up to enterprise. It's always worth a conversation.
Free Trial
Yes
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
CoralTree
Founded
2009
Country
United States
Website
www.coraltreetech.com/basil
Vendor Details
Company Name
Capium
Founded
2013
Country
United Kingdom
Website
www.capium.com
Product Features
Accounting Practice Management
Approval Workflow
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
For CPA Firms
No
Project Management
No
Staff Management
No
Time Tracking
No
Tax Practice Management
Approval Process Control
No
Billing & Invoicing
No
Client Management
No
Client Portal
No
Document Management
No
Due Date Tracking
No
Scenario Planning
No
Tax Filing
No
Tax Forms
No
Workflow Management
No
Product Features
Corporate Tax
Compliance Management
Yes
Data Import / Export
Yes
Data Verification
Yes
Electronic Filing
Yes
Exception Notification
Yes
For Nonprofits
Yes
For Partnerships
No
K-1 Reporting
No
Payroll & Employer Forms
No
Status Tracking
Yes
Tax Planning
No
Tax Practice Management
Approval Process Control
Yes
Billing & Invoicing
Yes
Client Management
Yes
Client Portal
Yes
Document Management
Yes
Due Date Tracking
No
Scenario Planning
No
Tax Filing
Yes
Tax Forms
Yes
Workflow Management
No
