Version 3.0.6 (March 1, 2025)
Updates:
A Project can be created as a 'Root Project' and created for one client + workspace, multiple workspaces in one client, multiple clients and workspaces, or all clients and all workspaces.
Link your Microsoft Outlook-based email account to manage emails from within Basil
Use AI to create tasks based on inbound client emails and tax return validation
Fill out the form and click submit. We will strongly consider each request and keep you updated on any progress made toward implementing your request in Basil.