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Accountants, CPAs, Tax Professionals, Bookkeepers
We serve CPA's, Tax Attorneys, Enrolled Agents and Tax Professionals.
Every interaction I have had with Basil has been fantastic. They are responsive, amazing at follow up and so very easy to work with.
What worries me, is that people who don't have the application, and work directly on the web, they can not find when they google it.
User & admin friendly, good features, e-sign documents, a good amount of supported file types, pretty easy for clients to use, one time upload & download links, hopefully secure.
I'm struggling to find something here. If I've ever had a problem, I mentioned it to the support team and I have watched many of my suggestions get implemented.
I like that you have a dashboard for your company and then 1 for each client. The ability to have documents signed by clients through Basil is a great feature.
After using another product and having problems with customer service and getting no help at all from customer service, I was cancelling the other product, and we found Basil.
The best part of Basil however is how fantastically responsive they are for everything from Customer Support to suggested changes and updates to making their product a better fit.
I do see a downside with changing client emails. From my experience clients do ask to get their emails from time-to-time.
Overall, the people are nice, I love the monthly groups and the new Facebook. Customer service is awesome.
Some notices are missing samples. Could not figure out how to utilize my CPA Charge account through the software.
I am also impressed with the outstanding customer service that I receive when I have questions. Response by [sensitive content hidden] is immediate.
I wouldn't have a tax or bankruptcy practice without IRS Solutions Software.
I think the software's help in completing things like Form 433-A are great because it tells you what is allowable, and gives ideas on items you may not have thought about including.
At first, I was quite skeptical especially when I saw the $7 initial monthly fee. Well, after a month of thinking about acquiring the software, I took the plunge and signed up.
Information is updated almost daily. Just a great team and great software that will help my business step to the next level faster than normally would be expected.
I have used it less than one year and am really just getting started with resolution work. If there is something missing from the software I do not know right now.
Basil
IRS Solutions Software
Top FeaturesBasil
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IRS Solutions Software
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