Effortlessly invite client users on Basil for enhanced collaboration and streamlined practice management with this essential guide.
Efficiently manage team collaboration on Basil by following this concise guide on inviting team members to a client or firm entity.
Unlock the potential of Basil's CRM feature with this guide, providing insights on maximizing its tools for efficient client relationship management.
Seamlessly customize user role permissions in Basil with this guide, ensuring tailored access control for a secure and efficient workflow.
Personalize your Basil experience by incorporating your company logos. Discover the straightforward process in this concise guide for a branded touch to your workspace.
Learn how to create eSignature templates in Basil to streamline the eSignature process.
Meet IRS requirements for some eSignatures by enabling Knowledge-Based Authentication in Basil.
Quickly summarize PDF documents to save time by leveraging advanced AI technology in Basil.
A Project has multiple tasks to be completed. You can assign task owners, required completion dates, and additional details relevant to each of the tasks. The Cora Assistant can be enabled to assist in following up with task owners.
When you find that you are creating the same Projects and tasks that you use repeatedly, you can save time and effort by creating a Project template to quickly assign sets of tasks over and over again.
View and filter your tasks to match your preferences and meet the requirements for efficiently managing your practice.
On the Basil platform, you have the ability to set granular permissions for different types of user roles. You can do this for team members and client users.
The Spreadsheet View in the 'Tasks' tab of Basil allows you to filter tasks and view them in a PDF format so you can print the list or save it as a PDF file to be shared.
Basil's powerful search feature can help locate any item including Client Users, Team Members, Roles, Statuses, Documents, Folders, Signature statuses, etc. Basil offers two methods of searching for items: Local and Global searches.
Learn more about email and in-app notifications from Basil. Plus how to manage you and your client's notification preferences.
Folders and files that are deleted in Basil are stored in the ‘Deleted Items’ menu for 30 days after the deletion date. The folder or file can be retrieved at any time inside this 30-day window.
The Basil Calendar feature offers a powerful tool to help you keep track of your tasks, appointments, and Team Member's work. You can access your calendar by selecting the ‘Calendar’ tab.
Basil Billing is a feature that lets you log bills to clients, associate them with sent invoices, and keep track of their due and pay dates. To access the Billing tracking features of Basil, click on the ‘Billing’ tab at the top of Basil.
Basil features a “Charts” page that offers visually exciting graphs to highlight key metrics. This page can be accessed by clicking on the “Charts” tab at the top of the screen.
Basil features a built-in chat function so you can centralize all of your communication with Team Members and Clients alike. You can access the Chat feature by clicking on the “Chat” tab at the top of the page.
Effortlessly upload or download items to and from Basil with CoraSync. This feature must be enabled for your account by CoralTree Support.
Effortlessly upload or download items to and from Basil with CoraSync. This feature must be enabled for your account by CoralTree Support.
Learn how to view and manage details on the storage available, storage used for the account, and the top ten clients where you’ve used the most storage space.
This guide will instruct Account Owners on how to view their bills, make a payment, set up autopay, and more for their Basil account.
How to upload, view, download, and edit files as a Client User invited to Basil.
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