--- description: Review of Basil Software: system overview, features, price and cost information. Get free demos and compare to similar programs on Software Advice New Zealand. image: https://gdm-localsites-assets-gfprod.imgix.net/images/software_advice/og_logo-55146305bbe7b450bea05c18e9be9c9a.png title: Basil | Reviews, Pricing & Demos - SoftwareAdvice NZ --- Breadcrumb: [Home](/) > [Expense Management Software](/directory/427/expense-management/software) > [Basil](/software/450600/Basil) # Basil Canonical: https://www.softwareadvice.co.nz/software/450600/Basil Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.nz/software/450600/Basil?page=2) > Basil is a comprehensive management software designed for accounting and CPA firms. It offers a wide range of features to streamline operations and enhance client service. It caters to professionals in public practice, bookkeeping, and tax preparation. The software presents an intuitive user interface that simplifies daily tasks. It includes a client portal for secure document sharing, unlimited eSignatures, time tracking and billing, CRM, document editing, and a calendar feature. It also offers mobile app access for convenience. Basil centralizes client data and communications, making firm management more efficient. Collaboration tools such as chat and task management aid in team coordination. Basil ensures data security by storing all information on Amazon Web Services with high-level encryption. This gives firms the confidence that their data is private. Basil also offers round-the-clock customer support and complimentary onboarding services to help users maximize the platform's potential. The mobile application enables access to files and document signing on the go. > > Verdict: Rated **4.6/5** by 86 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 86 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: CoralTree ## Commercial Context - **Starting Price**: US$45.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Pricing is simple: $45/month per user, unlimited clients at no additional cost, and no usage limits. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - Accounting - Accounting Integration - Accounts Payable - Accounts Receivable - Activity Dashboard - Alerts/Notifications - Appointment Management - Approval Workflow - Audit Trail - Bank Reconciliation - Billing & Invoicing - Client Management - Client Portal - Collaboration Tools - Configurable Workflow - Customisable Branding - Customisable Reports - Customisable Templates - Data Import/Export - Data Security ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Expense Management Software](https://www.softwareadvice.co.nz/directory/427/expense-management/software) ## Related Categories - [Expense Management Software](https://www.softwareadvice.co.nz/directory/427/expense-management/software) - [Tax Practice Management Software](https://www.softwareadvice.co.nz/directory/4237/tax-practice-management/software) - [Document Management Software](https://www.softwareadvice.co.nz/directory/722/document-management/software) - [Accounting Software](https://www.softwareadvice.co.nz/directory/4220/accounting/software) - [Digital Asset Management Software](https://www.softwareadvice.co.nz/directory/1634/digital-asset-management/software) ## Alternatives 1. 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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. > > Great\! Love this file share program. Thank you CoralTree for developing another great product to free up time\! I no longer need to run to client's offices to retrieve documents. ----- ### "Basil is great for growing businesses" — 5.0/5 > **Lita** | *7 August 2025* | Accounting | Recommendation rating: 10.0/10 > > **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. > > I really love how it allows me as an owner to create tasks and work flows quickly with staff. They can also create tasks for me that they need me to follow up on with them or clients. ----- ### "Still evolving but making great strides." — 3.0/5 > **Christine** | *10 January 2025* | Accounting | Recommendation rating: 7.0/10 > > **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. > > Overall, I'm very happy with the decision to purchase Basil. They have a lot of development yet to be done, but the fact that they are willing to listen and understand the reasons for the functions needed is great. Having worked in this industry for over 20 year and used many project management systems, I am more than willing to share my knowledge and they are willing to listen. ----- ### "Great value in a Secure Client Portal" — 5.0/5 > **Donald** | *5 June 2026* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: It's an economical portal that allows you to have clients upload or download documents securely where they can be stored indefinitely. > > **Cons**: There was a bit of a learning curve for uploading documents with some clients. Once they got the hang of it it worked fine. > > It's been great. The company constantly updates the software to improve security or features. Support has been very good. ----- ### "Basil is remarkable" — 5.0/5 > **Teresa** | *17 September 2025* | Accounting | Recommendation rating: 10.0/10 > > **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. > > My experience with Basil has been great. Support is great and everyone I have spoken to has been very helpful. ----- Page: 1 / 5\ Next: [Next page](https://www.softwareadvice.co.nz/software/450600/Basil?page=2) ## Links - [View on SoftwareAdvice](https://www.softwareadvice.co.nz/software/450600/Basil) ## This page is available in the following languages | Locale | URL | | en | | | en-AU | | | en-GB | | | en-IE | | | en-NZ | | ----- ## Structured Data