FROM THE MAKERS OF QBOX, WE INTRODUCE BASIL:

We provide refreshingly simple accounting Practice Management Software for CPA's, Accountants, and Bookkeepers. All-in-one practice management software with one $30 subscription. Every feature you need to manage your firm and delight your clients.

1) Cloud portal to manage clients
2) Document management service for sharing files with your clients
3) Task & Project Management
4) Unlimited eSignatures (KBA available as well)
5) AI Assistant to follow up and remind your clients when you need doc or signatures
6) Mobile App for your clients to upload documents
7) Messaging built in the portal to communicate with your clients and team members
8) CRM features in our portal
9) White labeling
10) Unlimited clients & storage
11) Live customer support
12) Billing

Additional Resources:

Official Page: https://www.coraltreetech.com/basil
Capterra Reviews: https://www.capterra.com/p/10009476/Basil/reviews/
Schedule a 30 Minute Demonstration: https://meetings.hubspot.com/altamash-markar/al...