Basil is an all-in-one cloud-based practice management software designed specifically for accounting firms, CPAs, and bookkeeping professionals. Developed by CoralTree, Inc., based in San Jose, California, Basil aims to replace the need for multiple single-function apps by consolidating essential accounting and business management tools into one affordable platform. With a simple, intuitive user interface, Basil helps firms streamline operations, improve client service, and boost productivity. The software centralizes client data, document management, workflows, communication, billing, and reporting in a secure environment accessible via desktop and mobile devices.
CoralTree, the parent company behind Basil, has a background in accounting software solutions, including Qbox, which facilitates sharing QuickBooks Desktop files. Basil was launched recently as a revolutionary product to address the problem of "app overload" faced by many accounting firms and business owners. Since its launch (publicly announced in late 2023), Basil has rapidly grown by offering a comprehensive suite of features at a competitive price point, appealing to small and medium-sized firms seeking efficiency and integration.
Basil’s core offering is a unified practice management platform priced at $30 per user per month, including all features without gating or add-ons. Key features include:
Since its launch, Basil has introduced several new features and improvements, including:
Basil primarily serves accounting firms, CPAs, bookkeepers, and tax professionals ranging from small practices to growing enterprises. The user base values:
