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Accountants, CPAs, Tax Professionals, Bookkeepers
Accountants and bookkeepers
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.
Every step has been a great experience. The demo was helpful, the setup was easy, and we have had great feedback from our clients so far.
The only negative is that we have to pay per customer. It makes it difficult to afford using it for multiple clients.
This is a great product to communicate with clients regarding outstanding transactions.
Additionally, I've had to manually add a new account to the "Exclude account" list in the client settings, to get it to appear in the drop down menu when classifying transctions.
Desired features - detects receipts and note from the client Ease of us - good to use, asks permission Integration - amazing integration.
I am yet to find a feature on Uncat that I dislike.
The greatest benefit to Uncat is that it has saved me time as far as waiting for my clients to respond to my requests during the month end review.
My client is on the go all the time and hates working on her computer.
Prioritize real-user-identified key features according to your needs to find your best fit.
Basil
Top FeaturesUncat
Basil
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Uncat
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