Basil Updates and Requests

View release notes or submit a feature request 

 

Current Release Notes

Version 3.0.6 (March 1, 2025)

Updates:

  • Bulk Edit of Tasks: Tasks can now be modified in bulk
  • Email Integration: Email Integration has been enabled for all users.  At the current moment, only Gmail or Google Workspace accounts can be connected.
  • Client Lock:  Files in the client portal can be locked by the accounting firm so that they can not be downloaded until the client's payment is finalized.
  • Multiple Task Assignment:  Tasks can now be assigned to multiple team members at once.
  • Recurring Task update: Recurring task and projects can now be set to a customizable day of when to repeat.
  • Updates and Improvements to Basil Invoicing

Previous releases:

3.0

 

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Previous releases:

2.8.0 to 2.8.17

 

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Previous releases:

2.7.1 to 2.7.9

 

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Previous releases:

2.6.1 to 2.6.8

 

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Next on the Basil Roadmap

Canadian-based file storage

Have the option to store Basil files in Canadian or US AWS data centers

Email Outlook Integration

Link your Microsoft Outlook-based email account to manage emails from within Basil

AI Enhancements

Use AI to create tasks based on inbound client emails and tax return validation

Would you like to submit a feature request?

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.