--- description: Detailed reviews on Basil based on features, pricing, usability, and ratings. Get a quick overview advantages and disadvantages. Compare Basil with similar products. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Basil Reviews, Prices & Ratings | GetApp Canada 2026 --- Breadcrumb: [Home](/) > [Accounting Practice Management Software](/directory/549/accountant/software) > [Basil](/software/2075572/basil) # Basil Canonical: https://www.getapp.ca/software/2075572/basil Page: 1 / 5\ Next: [Next page](https://www.getapp.ca/software/2075572/basil?page=2) > Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently. > > Verdict: Rated **4.6/5** by 83 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 83 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support Software | 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$30.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Pricing is simple: $30/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 and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - Accounting Integration - Accounting Software - Accounts Payable Software - Accounts Receivable Software - Activity Dashboard - Alerts/Notifications - Appointment Management - Approval Workflow - Audit Trail - Bank Reconciliation - Billing & Invoicing - Client Management - Client Portal - Collaboration Tools - Configurable Workflow - Customizable Branding - Customizable Reports - Customizable Templates - Data Import/Export - Data Security ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - 24/7 (Live rep) - Chat ## Category - [Accounting Practice Management Software](https://www.getapp.ca/directory/549/accountant/software) ## Related Categories - [Expense Report Software](https://www.getapp.ca/directory/579/expenses-management/software) - [Tax Practice Management Software](https://www.getapp.ca/directory/1453/tax-practice-management/software) - [Document Management Software](https://www.getapp.ca/directory/284/document-management/software) - [Accounting Software](https://www.getapp.ca/directory/236/accounting/software) - [Digital Asset Management Software](https://www.getapp.ca/directory/280/digital-asset-management/software) ## Alternatives 1. [Google Docs](https://www.getapp.ca/software/91392/google-docs) — 4.7/5 (29142 reviews) 2. [Google Drive](https://www.getapp.ca/software/90762/google-drive) — 4.8/5 (28591 reviews) 3. [Google Workspace](https://www.getapp.ca/software/90761/google-apps-for-business) — 4.7/5 (17670 reviews) 4. [OneDrive](https://www.getapp.ca/software/91652/onedrive) — 4.5/5 (12830 reviews) 5. [Microsoft Word](https://www.getapp.ca/software/91382/microsoft-word) — 4.7/5 (2887 reviews) ## Reviews ### "I am excited to tax time\! I feel so sassy telling my client to put your tax forms in Basil and I'll get started right away" — 5.0/5 > **Kendra** | *September 24, 2024* | Accounting Software | Recommendation rating: 10.0/10 > > **Pros**: Basil has all the components needed for my accounting/tax firm. Every year I tried a new Client Management Software preparing for tax season. I'd end up frustrated and not using it after a few weeks. My clients said Basil is straightforward to use. The best part is they feel safer with the download security. No emailing, dropbox, or driving to the office. It has saved so much time. The presentation is very professional, making our firm look cutting-edge. > > **Cons**: The only thing I can think of to call the least liked thing is I get asked "What is Basil?" > > The trainer was perfect and it didn't take much time. I started using it and uploading client documents right after the 1st training. I felt like a pro right away. Our clients just started using it and are not having as much difficulty as they did with all the other programs like this. 1. I send one email 2. Our client logs in 3. The client gets an email when I add a document to their folders 4. A new client can have documents saved for them and a new client contract requesting an e-signature when they set up their login. ----- ### "Great review" — 5.0/5 > **Terry** | *February 28, 2025* | Accounting Software | Recommendation rating: 9.0/10 > > **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. > > Great, enjoy working with the client files, taxpayer folders ----- ### "New to using Basil" — 3.0/5 > **Lisa** | *December 6, 2024* | Accounting Software | Recommendation rating: 7.0/10 > > **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. > > Since we are learning as we go along, it seems to be user friendly. Support team has been great to work with. I am sure once we know more about this program we will understand it better. ----- ### "An easy-to-use option for clients to share files." — 5.0/5 > **James** | *November 8, 2024* | Accounting Software | Recommendation rating: 10.0/10 > > **Pros**: When it comes to sharing reports with my clients, Basil has been a fantastic choice. An inexpensive and user-friendly choice. > > **Cons**: There are some file types that are not compatible. > > I have not had any problems overall. My representative and I have discussed suggested capabilities on several occasions, and they have been open to the ideas. ----- ### "Getting Organized" — 5.0/5 > **Michelle** | *November 19, 2024* | Accounting Software | Recommendation rating: 9.0/10 > > **Pros**: I've been doing a demo with Basil for a while trying to figure out a better way to manage my accounting office and keep up with the work flow and deadlines. Having the ability to easily have clients sign documents is a godsend\! The support staff has been very patient in helping me learn how to get things done. I look forward to having a smoother tax season and to manage all my bookkeeping clients instead of writing sticky notes to lose. > > **Cons**: Having to learn something new. I will say the staff has been very patient in helping me traverse the software. > > My experience so far has been very positive. I do not have a lot of time being a small tax office. Each person I have worked with has been very patient and accommodating to my schedule and needs. I'm excited to be able to have a better level of organization of work flow. ----- Page: 1 / 5\ Next: [Next page](https://www.getapp.ca/software/2075572/basil?page=2) ## Links - [View on GetApp](https://www.getapp.ca/software/2075572/basil) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data