What Happens: You book a demo at your convenience. A Basil product expert walks you through the software’s features and answers your specific questions.
Purpose: To understand your firm’s unique needs and show how Basil can address them.
2. Identify and Address Your Firm’s Challenges
What Happens: The Customer Success team discusses your current workflow, pain points, and goals.
Purpose: To tailor the setup and onboarding to your firm’s requirements, ensuring maximum benefit from Basil.
3. Seamless Onboarding and Guided Instructions
What Happens: Once you decide to proceed, Basil’s team provides step-by-step onboarding. This includes:
Account setup
User training
Guidance on importing data and configuring workflows
Assistance with client and document management features
Purpose: To ensure your team is confident and productive from day one.
4. Complimentary Ongoing Support
What Happens: You have access to 24/7 customer support and complimentary onboarding services.
Purpose: To resolve any issues quickly and help you optimize your use of Basil as your firm grows.
Customisation
Dashboard Customization: Users can tailor dashboards to provide clients with easy access to essential information, adapting the interface to specific business needs.
Branding and White Labeling: The software allows firms to customize the user interface with their own logo, brand colors, and a custom login link for client portals, ensuring consistent branding.
Feature Selection and Visibility: Firms can enable or hide features based on their workflow requirements without affecting pricing, allowing for a personalized user experience.
Task and Project Customization:
Users can create templated tasks and recurring projects to streamline repeated client work such as payroll processing.
Task statuses, types, and stages (up to eight stages) are customizable to match the firm’s operational processes.
Roles and permissions can be adjusted to control access and visibility for different team members and clients.
Client and Entity Management: The software supports adding and editing multiple entity types under each client for flexible client record management.
Integration and Workflow: Email accounts can be synced, and workflows can be configured to align with specific business processes.
No Feature Gating: All features are available to all users, with the option to hide unused features, providing customization without additional costs.
Additional Costs
Setup Fees: There are no setup fees; onboarding is seamless and guided as part of the standard service.
Maintenance Fees: As a cloud-based SaaS product, maintenance and updates are managed by the provider at no extra charge.
Support Charges: The software includes 24/7 customer support and complimentary onboarding services without additional fees.
Pricing Model: The pricing is straightforward and affordable, typically around $30 per user per month, with no long-term contracts or hidden fees.
No Extra Charges for Features: Since features are not gated, enabling additional functionalities does not incur extra costs.
Customization Costs: Branding, role permissions, and other customizations are included with no additional charges.
Training
Personalized Product Demo: New users receive a detailed walkthrough of Basil’s features tailored to their specific needs during a scheduled demo with a Customer Success expert.
Understanding Challenges: The Customer Success team works closely with users to identify firm-specific challenges and demonstrate how Basil can improve efficiency and workflows.
Seamless Onboarding: Once users decide to proceed, Basil provides step-by-step onboarding instructions to ensure confidence in navigating and using the software from day one.
Complimentary Ongoing Support: Basil offers 24/7 customer support at no additional cost, with a responsive team addressing questions quickly via chat or other channels.
Training Resources: Users have access to a support portal containing knowledge base articles, troubleshooting guides, and training videos to help deepen understanding and resolve issues independently.
User Feedback Integration: Basil actively incorporates user feedback to improve features and simplify processes, such as streamlining document signing and enhancing permission management.
Security Measures
While explicit technical details are not provided in the search results, Basil is a cloud-based platform designed for accounting and business management, implying adherence to industry-standard security practices.
Features like secure client portals for document sharing and real-time communication suggest encrypted data transmission and controlled access.
Role-based permissions allow firms to control user access levels, enhancing data security by limiting exposure to sensitive information.
The platform’s design to replace multiple disparate tools into one secure environment reduces risks associated with data fragmentation.
Basil’s ongoing updates and support imply continuous security improvements and monitoring as part of their service.
Updates
Basil is a cloud-based SaaS product, meaning updates are managed centrally by the provider and deployed seamlessly without user intervention.
Updates appear to be frequent and responsive to user feedback, as evidenced by improvements to document signing workflows and permission systems.
Users benefit from automatic access to the latest features and security patches without downtime or manual upgrades.
The company’s commitment to continuous improvement is reflected in regular enhancements and quick resolution of reported issues.
Data Ownership and Portability
Data Ownership: Users retain full ownership of all data they create or store within Basil’s services. Basil does not modify or disclose user data except when legally compelled to do so.
Data Use by Basil: Users grant Basil permission to store and access their data solely to provide the services. Basil may perform reviews and analyses on usage and service quality across all clients, but any aggregated analytics data generated is owned by Basil.
User Responsibility: Users are responsible for the accuracy, legality, and confidentiality of their data, including safeguarding login credentials and preventing unauthorized access.
Data Portability: While details on data export are not specified in the terms, the ownership clause implies users can access and control their data. Given Basil’s client portal and document management features, users can likely export their data or documents as needed, but it is advisable to confirm specific export procedures directly with Basil.
Scaling Up / Down
Flexible Subscription Model: Basil offers a user-based subscription priced per user per month, allowing firms to add or remove users as their organizational needs change.
No Long-Term Contracts: The service is offered without long-term contracts, enabling firms to scale usage up or down on a monthly basis without penalty.
Feature Access: All features are available to all users, so scaling does not require additional purchases or upgrades for new functionalities—firms simply adjust the number of user licenses.
Billing Adjustments: As users are added or removed, billing adjusts accordingly, providing cost control aligned with actual usage.
Termination and Fees: If a subscription is terminated for cause, users remain responsible for any unpaid fees up to the termination date, but otherwise, scaling down is straightforward and does not incur penalties.
The terms & conditions for contract renewal and cancellation
Automatic Renewal: Subscriptions automatically renew for additional periods equal to the preceding term unless either party provides notice of non-renewal at least 30 days before the end of the current subscription term. This renewal happens without needing to go through a separate checkout or renewal form.
Pricing on Renewal: The pricing for renewal terms remains the same as the immediately prior term, except for any additions of services, usage increases, or if Basil notifies the customer of a price change at least 60 days prior to renewal by email or service notification.
Termination by Customer: Customers can terminate all subscriptions and order forms by providing notice. Termination ends all subscriptions simultaneously.
Termination for Cause: Either Basil or the customer may terminate the subscription if the other party materially breaches the agreement and fails to cure the breach within 14 days after notice. Basil may also suspend or terminate services immediately if misuse, non-payment, security risks, excessive usage, or harm to others is detected.
Payment Obligations: Fees must be paid in advance and are generally non-refundable. Downgrading or reducing services does not relieve the customer from paying any unpaid fees for the original subscription term.
Suspension Consequences: If an account is suspended or terminated, access to stored content is lost.
Refunds: Upon termination for cause by the customer, prepaid fees for the remainder of the term will be refunded. If Basil terminates for cause, the customer must pay any unpaid fees for the remainder of the term.
Notice Requirements: Notices of non-renewal or termination must be given in writing and within specified timeframes to be effective.
Compliance
256-bit Encryption: All data managed through Basil is protected using 256-bit encryption, ensuring strong security for stored and transmitted information.
Multi-Factor Authentication (MFA): Basil employs multi-factor authentication to add an additional layer of security for user access, reducing the risk of unauthorized entry.
Regular Security Audits: The platform undergoes regular security audits to identify and mitigate vulnerabilities, maintaining a high standard of data protection.
Compliance with Industry Standards and Regulations: Basil ensures adherence to relevant industry standards and regulations applicable to accounting and financial data management, supporting firms in maintaining their own compliance obligations.
Secure Client Portal: The software features a secure client portal designed to protect sensitive financial information such as social security numbers and tax IDs, preventing unauthorized access by external parties.
Data Hosting on Amazon Web Services (AWS): Basil stores data on AWS infrastructure, which is known for robust security measures and compliance certifications, further enhancing data privacy and reliability.
