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 Workspace.
Efficiently deploy workspaces to many or all clients while including appropriate access rights and folder structures.
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.
Unlock the potential of Basil's CRM feature with this guide, providing insights on maximizing its tools for efficient client relationship management.
Basil Invoicing feature can be used to invoice your clients for time logged by account owner
and team members, collect taxes, and keep track of payments and due dates.
Basil provides a comprehensive reporting feature designed to centralize and visualize client information. This feature allows you to view data in a spreadsheet format, and if there's enough information, Basil can also present the data in graph form.
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.
If you need to request a file from someone, you can use the Email Upload Link feature to get the document(s) you need. It provides a secure and simple way to request files from individuals who do not need a Basil account for long-term access.
Effortlessly upload or download items to and from Basil with Basil Drive. 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.
The Basil Calendar feature offers a powerful tool to help you keep track of your tasks, appointments, and Team Member's work.
The primary view of tasks on the Basil Platform is called the ‘Placard’ or 'Kanban’ View and it offers users a dynamic Kanban-style board that can be customized to fit the business’s unique workflow.
Folder Templates is a feature of Basil that allows you to quickly and easily create a predefined structure of folder(s) and subfolders for a new project or tax season and deploy these empty folders to as many clients as needed.
The Basil Forms feature allows you to create customized templates and send them directly to clients to gather essential information.
This feature allows you to connect your Google or Outlook account to the Basil platform, enabling you to manage your emails directly within Basil. This eliminates the need to switch between applications to check your mail, helping you stay focused on your work.
You can enable QuickBooks Online (QBO) integration to import clients and send Invoices to QBO for further processing.
Basil allows you to quickly import your client list using a provided CSV template. This is ideal for transferring client data from existing files or other tax software to the 'People' tab in Basil.
When viewing files from the Files tab, you can click the three dots to the right of a file to see a list of actions you can run on the file.
Once a Task or Project is created, Basil users can work on them by logging time, adding comments, and changing the status.
You can create Timesheets for tracking billable hours and payrolling employee worked time. In addition to logging time through Tasks, you can use Timesheets for tracking administrative-related activities.
You can use Root Client Dashboards to apply a template to all or selected Clients so that all team members see the same module layout for those Clients.
How to upload, view, download, and edit files as a Client User invited to Basil.
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