# Basil Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Basil the right Accounting Practice Management solution for you? Explore 83 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/10009476/Basil/reviews --- Basil 4.6 (83) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Basil Ease of use 4.5 Customer Service 4.9 ## Pros and Cons in Reviews Aretha D BookkeeperAccounting, Self-employedUsed the software for: 1-2 years. “I love that I am able to securely send and recieve documents with my clients, I can also create esign doucments, send upload link to clients even if the do not create a profile.“ May 17, 2026 RC RAJENDRA C OwnerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “Chat messages did not show unread messages at the top and did not provide any way to filter unread messages.“ September 30, 2025 RC RAJENDRA C OwnerAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “It provides several features to learn in the process of client management and good customer service with regular feedback for any issues while using Basil.“ September 30, 2025 DD Deidre D OwnerAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “I have never worked with a platform like this before so for me the learning curve has been a little steep.“ June 8, 2026 Aretha D BookkeeperAccounting, Self-employedUsed the software for: 1-2 years. “Overall my experinece has been great with Basil and the suppport has always been at the tip of my fingers to answer any questions and help me through any processes I didnt understand.“ May 17, 2026 Adrian B Owner, bookkeeperAccounting, Self-employedUsed the software for: Less than 6 months. “Some of the things that they had a problem with, I didn't know how to fix myself.“ May 21, 2026 LW Lauren W CEOAccounting, Self-employedUsed the software for: Less than 6 months. “The basil team has been amazing, \[sensitive content hidden\] on the customer success team reaches out regularly to discuss the platform, ask if I have any questions or requests and just to see how everything is going.“ November 21, 2025 CL Christine L Firm Administrator - COOAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “I struggle with the advertising for this to be perfect for accounting firms, yet I feel like I am teaching things they should already know.“ January 10, 2025 ## Showing most helpful reviews Showing 1-25 of 83 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Adrian B. Owner, bookkeeper Accounting Used the software for: Less than 6 months ### "A lot of bang for not a lot of bucks" May 21, 2026 4.0 I am thankful for Basil coming around and offering me a cost-effective way to handle multiple clients, obtain documents, send out documents, and be able to assign tasks to clients for an affordable rate that even a startup company such as myself can afford Pros I like that it does the same thing that Client Hub does, but for almost a third of the price. I had client hub, and I was paying $99 for it. It was a decent program, except I could not afford it, being a startup business myself. When Basil came around and offered the same thing, I jumped on the chance. Cons Some of my clients are not tech-savvy and haven't really been able to catch on to the platform. Some of the things that they had a problem with, I didn't know how to fix myself. That was kind of hard, trying to explain to them how to use the platform that I was pushing. Switched from [Client Hub](https://www.capterra.com/p/180857/Client-Hub/) Basil was more affordable. I got the same functionality that I did from Client Hub with Basil for a third of the price. Review Source DD Deidre D. Owner Accounting Used the software for: 1-2 years ### "Thorough and quick response time. " June 8, 2026 5.0 I have appreciated being able to send and receive information with the security offered through Basil. I can get my clients serviced and happy, even though I may may not be able to be in their proximity. Pros I very much appreciate the quick response from the folks at Basil whenever I have a question. Whether it is via phone or email, I have always received a very thorough response. Cons I have never worked with a platform like this before so for me the learning curve has been a little steep. There is a great platform available for learning but I always just want to know how to do it. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/) Reason for choosing Basil The ease at which I could get ahold of this folks as well as price were the primary reasons for choosing Basil. Review Source JA James A. Operations Manager Accounting Used the software for: Less than 6 months ### "Love to see what great things Basil does in the future." April 29, 2026 3.0 I am really excited to see what Basil has in store in the future. They do have some ways to go in regards to customizing for clients. We have asked them to complete at least 15 task, but they have actively tried to do it all. Pros The Customer Service is amazing! From the sales team, tech, and client support. I have never felt brushed off. We usually get a same day turn around. Also, we get details on the why, if something can not be addressed. I am not sure if it is coincidence or cultural......nevertheless it is impressive. Cons As a young company, I see that there are lots of kinks to work out. The product updates often. There are multiple items that we had to ask for them to be created and not already available. Moreover, we almost have to train the team to what we want instead of having items and/or options provided. Review Source VR Verified Reviewer Senior Consultant Accounting Used the software for: 1-2 years ### "Great Job BASIL !!!!" May 8, 2026 5.0 Basil has done an amazing job growing with my business and has continued to impress me with their upgrades and technical advancements. Pros The amazing team that works diligently every day and truly listens to ensure all of your needs are met with care and precision. An amazing team that works diligently, pays close attention, and takes the time to listen so that all of your needs are fully understood and met. A dedicated and amazing team that works diligently while actively listening to ensure your needs are clearly understood and properly taken care of. Cons I would like to have visibility into the remaining budgeted hours on each task so we can better track progress and manage resources effectively. It would be helpful to see the remaining budgeted hours allocated to each task in order to monitor usage and ensure we stay within planned limits. I would appreciate having access to the remaining budgeted hours on tasks so we can improve planning, oversight, and overall project efficiency. Alternatives considered [HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/) Reason for choosing Basil Basil was far less convoluted than other programs. Switched from [ClickUp](https://www.capterra.com/p/158833/ClickUp/) We made the switch because of the customizable branding feature. Review Source AP Amy P. Bookkeeper and Project Manager Accounting Used the software for: Less than 6 months ### "Satisfied customer - recommend" June 10, 2026 5.0 Am very satisfied and I still have additional features to discover and leverage for my team of 6 members. Pros Basil is a great hub for collaborating teams to have communication, track files, and deliverables using projects and tasks. I would say if you aren't ready to go into a full enterprise solution like Microsoft or Atlassian, this product really gets you a lot of features for a small to midsize team (2 - 20 team members). Their customer service is amazing. The people you talk to are polite, receptive, patient, and eager to assist you in being successful using their tools Cons There are some features that could use improvement. But the team at Coral are eager to receive feedback. Switched from [Aplos](https://www.capterra.com/p/118759/Aplos-Accounting/) Cost and features were more desirable in Basil. Review Source JB Judy B. Owner Accounting Used the software for: 1-2 years ### "Highly recommended " May 12, 2026 5.0 I would highly recommend Basil to new preparers. The learning curve is low and the help is always there. Pros Client support is outstanding. They have always responded quickly by chat or video conferencing. While some clients find the user interface challenging, most find it easy to use to upload files and to retrieve completed returns. My favorite feature is the chat where corresponding with clients is safe and secure. Cons Improvements to file management of individual completed documents needs to happen. Currently there is no way a document can be marked as entered or completed. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) The main reason was cost but I soon found that client support was excellent. Review Source SW Stephen W. Owner Accounting Used the software for: 6-12 months ### "Basil is worth a look" June 29, 2026 5.0 Support has been great and my experience with Basil has been good. I highly recommend Basil if you are a small firm and want something to help with your workflow for a very resonable price. Pros Ease of use and value for the money. Easy file sharing with clients and using ESignatures has been really helpful. Cons Some limitations but over all no major Cons. The software does what it advertises so I would not have any Cons to mention at this time. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/)[Client Hub](https://www.capterra.com/p/180857/Client-Hub/)[Karbon](https://www.capterra.com/p/156181/Karbon/) Reason for choosing Basil Price and ease of use. Thought it would be good for my tax practice. Switched from [TaxDome](https://www.capterra.com/p/186749/TaxDome/) The software was to expensive and was difficult to use. Review Source TK Tina K. Bookkeeper Accounting Used the software for: Less than 6 months ### "Basil Review" May 27, 2026 4.0 Overall the experience has been really good. I'm still exploring all of the aspects of the software, but so far I really like it. Pros I like the document management and file sharing. It's very user friendly and a good value for the money. Cons I haven't had enough time to use Basil to it's full capability yet, but so far, I haven't found anything I don't like. Switched from [Asana](https://www.capterra.com/p/184581/Asana-PM/) I left my old company and needed a new option Review Source Aretha D. Bookkeeper Accounting Used the software for: 1-2 years ### "Get On Board With Basil" May 17, 2026 5.0 Overall my experinece has been great with Basil and the suppport has always been at the tip of my fingers to answer any questions and help me through any processes I didnt understand. Pros I love that I am able to securely send and recieve documents with my clients, I can also create esign doucments, send upload link to clients even if the do not create a profile. The cost is efficent for the value of the software and live support whenever I need it . I haven't intergrated it with my QB yet, but I plan to as I grow. I love my Basil I will be renewing for another year. Cons I haven't learned all of the aspects of the software and there is some features I don't need so I can't give any cons at this moment. Review Source DF Donald F. President Accounting Used the software for: 6-12 months ### "Great value in a Secure Client Portal" June 5, 2026 5.0 It's been great. The company constantly updates the software to improve security or features. Support has been very good. Pros It's an economical portal that allows you to have clients upload or download documents securely where they can be stored indefinitely. Cons There was a bit of a learning curve for uploading documents with some clients. Once they got the hang of it it worked fine. Review Source TS Terry S. Owner CPA Accounting Used the software for: Less than 6 months ### "Great review" February 28, 2025 5.0 Great, enjoy working with the client files, taxpayer folders 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. Switched from [ATX](https://www.capterra.com/p/233241/ATX/) too expensive and very hard for the client to use. Review Source JS James S. Owner Accounting Used the software for: 2+ years ### "An easy-to-use option for clients to share files. " November 8, 2024 5.0 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. 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. Alternatives considered [Google Drive](https://www.capterra.com/p/161425/Drive/) Reason for choosing Basil More secure, user-friendly and cost-effective Review Source ER Edmund R. Tax Accountant Accounting Used the software for: I used a free trial ### "I Discovered a One Stop Shop Named Basil" November 4, 2024 5.0 My experience has been Professional, Friendly and affordable. Pros I like the customer service. \[sensitive content hidden\] both have been outstanding. Cons So far there is nothing that I don't like. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) This was more tailored to what we needed. especially the document templates and signature feature. Review Source EB Evita B. Co-Founder Accounting Used the software for: Less than 6 months ### "New Product, Mixed review, hoping it will continue to improve. " August 2, 2024 3.0 So far so good, we did have to drop the document management and signature aspects. Pros I really like the practice management side of things. The ability to look at data in a spreadsheet form is awesome! Cons I don't love the document sharing side of things. I also do not like the fact that once you send a client an invite you can't resend it. Clients are not great at acting right away. I don't like that there are things that ONLY one person in our company can do. This creates a bottle neck. Switched from [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/) Practice management was difficult, but stayed with them for document management. Review Source Response from CoralTree August 8, 2024 Thanks for your feedback Evita.  1. We would love to hear more detailed feedback on document sharing and signatures. We are continuously making improvements to our product and if you can reach out to Basil Support, we would be happy to address your feedback on our roadmap. 2. Basil does support resending an invite to a client who has not responded. After adding a client, click on the three-dot menu for that client and you will see a "Resend Invite" button. 3. Basil has a flexible permissions system that lets you add custom roles, add custom permissions into each role, and add team members into roles so that multiple people on your staff can perform tasks safely. Our Support Knowledge Base has information about that here: https://kb.coraltreetech.com/knowledge/basil-customize-user-role-permissions. If you have any questions, please reach out to Basil Support and we'd be happy to help. SW Susan W. Owner Accounting Used the software for: I used a free trial ### "Very Happy User" August 13, 2024 5.0 Everyone form sales to training has been top notch. I love your customer service. Free training. A very reasonable price. Pros The various features that is available. Cons I haven't seen anything that I don't like. Switched from [Cloud Campaign](https://www.capterra.com/p/166130/Cloud-Campaign/) More functions and Cloud Cabinet had many issues and my clients had difficulty using it and uploaded documents were not always available Review Source KO Kayla O. Bookkeeper and Tax Preparer Accounting Used the software for: Less than 6 months ### "Basil Review " August 2, 2024 3.0 I have had my issues with learning the program however it has been pleasant to use. Pros It's user friendly and helps keep all information in one place for each client. Cons The fact that we cannot request documents or send links for documents through email. Switched from [Mango Practice Management](https://www.capterra.com/p/147972/Mango-Billing/) The company wanted to try something new for practice management Review Source Response from CoralTree August 8, 2024 Thanks for your feedback Kayla. Basil does have the ability to send document upload/download links via email. Please see this article for a guide on how to use this feature:  https://kb.coraltreetech.com/knowledge/basil-requesting-and-sending-files If you have any other questions please reach out to our Support Team, we are happy to help! CL Charla L. Owner Accounting Used the software for: Less than 6 months ### "Basil works for our Bookkeeping Firm" February 23, 2024 5.0 I am truly happy with Basil and their team. I feel the support is way beyond any software support that our firm uses. If we have a question, we get personalized support and actions met. Pros Support and ease of use. We have had special things built into the program that our firm needs to be successful which in turn will help other firms as well. Cons The learning curve. Access sharing for one CPA with multiple clients. Reason for choosing Basil After several virtual meeting and demos, we decided that the software would meet our needs and made the switch. We are happy we did. Switched from [Canopy](https://www.capterra.com/p/150647/Canopy-Tax/) The cost of the software increased substantially per person and we were tied into paying for things that we did not use. Review Source DS Destiny S. Bookkeeper Accounting Used the software for: 6-12 months ### "Such an Asset" May 7, 2024 4.0 Basil has become an invaluable tool for our firm. Pros The client portal has become invaluable to our firm. Cons The client management and information portion are lacking in options to customize and is more cumbersome than other software options Switched from [Senta](https://www.capterra.com/p/206605/Senta/) Their task and workflow options were not adaptable to the US term for biweekly payroll and semimonthly payroll. Review Source JR Jackie R. Bookkeeper Accounting Used the software for: 2+ years ### "Basil is a great tool for bookkeepers and accountants" March 7, 2024 5.0 Basil is amazing. It's affordable and they listen to customer feedback, which I really appreciate. Pros I love using Basil to easily and securely share payroll files with my clients. They can upload the files I need and I can share back with them. Cons I wish the interface was a little easier to use to share documents with clients. Switched from [Google Drive](https://www.capterra.com/p/161425/Drive/) Basil has better security features than drive and it's easier to organize my client folders. I can be sure that I'm not accidentally sharing a folder with the wrong client. Review Source ER ELIZABETH R. OWNER Accounting Used the software for: Less than 6 months ### "BUSINESS OWNER" February 13, 2024 5.0 I LOVE IT. The technical assistance is absolutely wonderful. The platform is easy to use and I like the security levels offered. THANK YOU Pros EASY TO USE. EASY TO UPLOAD DOCUMENTS. EASTY TO UNDERSTAND. THE TECH SUPPORT TEAM IS FANTASTIC. Cons DOESN'T WORK WITH ANDROID PHONES FOR SIGNATURES. MFA IS NOT AUTOMATIC. Reason for choosing Basil COSTS. TECHNICAL ASSISTANCE. SIGNATURE OPTIONS. ALL OF THESE ARE GREAT. I ALSO LOVE THE CHAT BOX!! Switched from [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/) EASE OF USE. COSTS. THE LAST PROGRAM LOCKED CLIENTS OUT. THIS ONE IS EASY TO USE WITH GOOD SECURITY IF YOU SET UP THE MFA. Review Source AR Anup R. Certified Financial Planner Financial Services Used the software for: Less than 6 months ### "Basil Start up Review" September 30, 2025 5.0 So far it seems like it will do what we were looking for...mainly socument management and file sharing in a secure environment Pros Client Support is very good. I am new to the software and they have been very prompt and provide support in solving the issues. Cons with any new software...there is always a learning curve...so premature to answer at this point....continue to learn still.....potential is very good Review Source SN Sherry N. Owner Accounting Used the software for: Less than 6 months ### "Basil is a very robust and affordable solution for my practice" August 23, 2024 5.0 The training and support are excellent. The onboarding session was completely customized for me and my team. Pros I love being able to have a folder/file structure. So far my favorite is the ability to open and edit excel in the program. The price is very affordable for a small or solo practice. Cons No android app yet, hopefully that is in the works. Switched from [Liscio](https://www.capterra.com/p/180297/Liscio/) Lower cost and file structure Review Source CK Colleen K. Owner Accounting Used the software for: 2+ years ### "Great system for the price" June 1, 2024 5.0 Overall well worth it for the money. Easy to use, and tech support is fantastic. I am sure I am probably not using many of the features available. Pros Great client portal allows us to easily upload files to our clients, allows KBA compliant e-signatures that are easy to use. Clients can also easily upload documents to the portal for our review. Customer service is fantastic. Tech support is amazing - quick to respond and fix any issues. Cons Most of my initial complaints have been fixed - having clients sign up was clunky the 1st year (they would sign up as a company instead of one of your clients) but that has been fixed. Review Source SG Sabrina G. Founder Accounting Used the software for: Less than 6 months ### "Basil for Document and Client Management" March 19, 2024 5.0 The support you receive from Coral Tree is amazing. Whether it is talking with the tech team (an actual person) or emailing for additional support. They always answer the phone and are quick to turnaround requests! Pros How easy it was to set up AND how easy it was on the client interface. Cons We do not have any CONS. On the contrary, we are very interested in utilizing other aspects of this software. Reason for choosing Basil Value - those products were very expensive. Review Source HB Heather B. Owner Accountant Accounting Used the software for: Less than 6 months ### "I love this product!" January 29, 2024 5.0 Pros Having the app on my phone is so convenient! It is a super user-friendly system. Cons The only con was that I did not realize that I had annual selected, so I was billed a large amount. When I reached out to customer service, they showed me how to switch to monthly. They were super friendly and so much help! Switched from [Keeper Connection Manager](https://www.capterra.com/p/276672/Keeper-Connection-Manager/) The mobile app solution that Basil offered. Review Source ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. 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