Basil

Pros: The Customer Service is amazing! From the sales team, tech, and client support. I have never felt brushed off. We usually get a same day turn around. Also, we get details on the why, if something can not be addressed. I am not sure if it is coincidence or cultural......nevertheless it is impressive.

Cons: As a young company, I see that there are lots of kinks to work out. The product updates often. There are multiple items that we had to ask for them to be created and not already available. Moreover, we almost have to train the team to what we want instead of having items and/or options provided.

Pros: Simple interface and great pricing are two of the best features of Basil. The secure client portal allows easy file sharing with clients without a sharp learning curve.

Cons: Android App still in development otherwise I have not had any issues with Basil so far. The customer support has been very helpful with any issues I have had.

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.

Pros: I love how easy Basil is to use and that it gives me a secure platform in which I can store and share confidential information with my clients. And the support team at Basil is always friendly and helpful.

Cons: I don't use all the great features Basil has to offer and when I do look into using more features, I would like to be able go directly to Basil and lookup "how to" videos on different features.

Pros: Basil has all of the key features I want and need in my accounting firm in order to communicate and share documentation with clients effectively. The platform is simple and easy to use. I love having a singular location to keep client data secure. The platform is also very affordable compared with other competitors.

Cons: Basil seems to be a newer platform, and with that I will say there are a few rough edges that could be smoothed out or simple feature implementations that would be a great quality of life improvement for me and my clients such as email integration, easier file management ect.

Pros: Client Support is very good. I am new to the software and they have been very prompt and provide support in solving the issues.

Cons: with any new software...there is always a learning curve...so premature to answer at this point....continue to learn still.....potential is very good

Pros: Basil facilitated clients management in an optimum manner with good value for money by saving time, effective file sharing, user friendly signature for client support and better document management with maintaining security of vital information. It provides several features to learn in the process of client management and good customer service with regular feedback for any issues while using Basil.

Cons: Chat messages did not show unread messages at the top and did not provide any way to filter unread messages.

Pros: Basil is excellent value for the price. Easy to learn. I use it for sharing information with my clients and for document management.

Cons: Nothing. Everything has been fantastic. Since switching last year, I haven't had any issues. It's a remarkable product.

Pros: Ability for clients to easily access documents including copies of tax returns as well as uploading their annual tax documents used to prepare their returns.

Cons: Would like to see multiple files accessible with the same e-mail address, but it's probably a situation where I didn't start using the product right away & this was probably covered in the demo. This will be covered in a new demo later this year.

Pros: Ease of use for both my staff and my clients. Basil was extremely easy to set up and use. I receive notices when anything is uploaded which helps me stay on top of task that need to be handled. I can upload multiple files at once by dropping and dragging. I love the 2 step authentication to keep my documents secure. The pricing is extremely fair for the space and ease of use. My clients love it as well.

Cons: There are some large files that I am unable to upload but I really don't have anything else about the program that I am unhappy with.

Pros: simplicity and ease of use. Training was not excessive in time and myself and staff were able to catch on quickly.

Cons: Getting my clients onboard to use it. For the most part, they are onboard after the 1st month. It took some time though for them to understand the importance of protecting their data through secured uploads and downloads.

Pros: Very user-friendly for both the accountant and client. The price is very affordable. I like that I can set up automatic reminders for my clients to send me information. Sending client info securely is very important to our firm.

Cons: Not much I don't like, except maybe more bookkeeping-type options. Currently, it's more tax-focused. I want the option to send forms, such as a W-9, that can be filled out electronically and returned securely.

Pros: Helps me keep files organized by client and easy for both my clients and myself to share sensative documents

Cons: Nothing stands out that I do not like. Its a very helpful tool for my business. My clients love that all their data is in one spot and easy to access

Pros: I like its efficiency in helping make our workflow productive and good to know where everyone else is in their projects.

Cons: Interface could be better. The set up of the website could have a smoother flow. The design is too bubbly.

Pros: File storage and file sharing. I like to be able to send download links to my customers using the share download link.

Cons: People don’t always receive or know how to receive files. I’m not sure why. It could be user error or maybe it goes to there junk folder.

Pros: Basil provides an excellent two-way tool for sharing documents and sensitive information. Basil's portal allows you to schedule and assign tasks and projects, obtain e-signatures, and create forms to be filled out.

Cons: The Basil calendar doesn't integrate with your scheduling calendar, and the email feature only connects with Gmail. Hopefully, Basil will add conditional functionality to the forms generator.

Pros: Basil is not only so easy to use with my clients, I love that I can keep all of my documents, signatures, and invoicing all in one place!

Cons: There is very similar platforms that offer more: goals and integrations with QBO (to ask client questions and aid in closing). I really wish there was a way for clients to see tasks that have been completed.

Pros: I like the simplicity of uploading documents and that it's very user-friendly. The chat becomes very useful for communication as well.

Cons: One thing that is disliked is the extra security code clients get when trying to do an electronic signature, it becomes a hassle especially for older clients who aren't tech-savvy.

Pros: Basil has made it very easy to retrieve/submit any important information relating to the client.

Cons: Basil should allow for bigger files to be uploaded into the system. A client had some trouble submitting in a large Quickbooks file.

Pros: What I like most about Basil is its mobile app. It's incredibly convenient for clients as they can access the platform and manage documents directly from their phones. This makes communication and document handling much easier, especially when clients are on the go.

Cons: The biggest downside for me is the double verification process for electronically signing documents.

Pros: So easy for the client to use. I like how the file folders are setup for each client. Then there is a running of activity received.

Cons: Not much to say here, to early to tell at this point.

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.

Pros: Our firm has just started to work in the Basil program so we are learning as we go along with different scenarios. The dashboard seems very user friendly for our users (internal & external). We really appreciate the speedy answers to our question via chat from your support team. I have just stated reviewing the training videos so hopefully my knowledge will grow.

Cons: With our limited usage a this time with Basil until we gain knowledge from watching videos and testing. I do see a downside with changing client emails. From my experience clients do ask to get their emails from time-to-time. Per your support team we were advised that our firm cannot change the email address associated with an existing Basil account. We were advised that if a change/modification is needed for a client's email that this would need to be done by your support team! I feel this is a waste of time, as we would normally be able to change the client's email in the past.