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Description
Basil serves as a comprehensive practice management solution tailored for accountants, bookkeepers, and CPAs, enhancing client management, automating numerous tasks, and effectively managing workflows via a secure client portal that includes integrated email, calendar, and CRM functionalities. This platform boasts user-friendly task and workflow tools equipped with automatic reminders for clients, unlimited eSignatures that come with KBA support, built-in time tracking and reporting features, customizable dashboards for clients, and secure management of client data through encryption. Users are able to edit Word, Excel, and PowerPoint documents directly in their browser, facilitating real-time collaboration and version control; they can also communicate seamlessly with team members and clients, while utilizing mobile applications for easy file uploads, signatures, and notifications while on the move. Additional advanced features encompass visual representations for billable hours and staff performance, AI-enhanced collaboration tools, hybrid cloud virtual drive syncing, and options for custom branding. With its operations hosted on AWS and safeguarded by 256-bit encryption, Basil adeptly integrates tasks, billing, and communication into one streamlined platform, making it an essential tool for modern accounting practices. This allows professionals not only to maintain productivity but also to enhance client satisfaction through more effective communication and management techniques.
Description
Portal 360 serves as a comprehensive practice management solution tailored specifically for accounting firms in Australia. This platform integrates various functions such as client communication, document organization, task management, billing, and reporting within a single secure environment. Clients benefit from the ability to upload their documents, monitor job status, access invoices, and engage in communication through a unified branded portal. Furthermore, all communications, messages, files, and activities are systematically categorized by client, enhancing both visibility and operational efficiency. The system is designed to accommodate intricate client structures, diverse billing options, and value-based pricing strategies. Additionally, with its dedicated mobile application, robust security measures, and adaptable workflows, Portal 360 empowers accounting firms to optimize their processes and provide a contemporary experience for their clients. This modern approach not only improves productivity but also fosters stronger client relationships.
API Access
Has API
API Access
Has API
Integrations
Amazon Web Services (AWS)
Gmail
MYOB
Microsoft 365
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Xero
Integrations
Amazon Web Services (AWS)
Gmail
MYOB
Microsoft 365
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Xero
Pricing Details
$30 per month
Free Trial
Free Version
Pricing Details
$1/per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
CoralTree
Founded
2009
Country
United States
Website
www.coraltreetech.com/basil
Vendor Details
Company Name
Portal 360
Country
Australia
Website
portal360.app/
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
Tax Practice Management
Approval Process Control
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
Scenario Planning
Tax Filing
Tax Forms
Workflow Management
Product Features
Accounting Practice Management
Approval Workflow
Billing & Invoicing
Client Management
Client Portal
Document Management
Due Date Tracking
For CPA Firms
Project Management
Staff Management
Time Tracking
