--- description: Learn how Basil can help your business. We provide UK business users the most detailed information on pricing, features, usability, and reviews for Basil. image: https://gdm-localsites-assets-gfprod.imgix.net/images/getapp/og_logo-94fd2a03a6c7a0e54fc0c9e21a1c0ce9.png title: Basil Reviews, Prices & Ratings | GetApp UK 2026 --- Breadcrumb: [Home](/) > [Expense Report Software](/directory/579/expenses-management/software) > [Basil](/software/2075572/basil) # Basil Canonical: https://www.getapp.co.uk/software/2075572/basil Page: 1 / 5\ Next: [Next page](https://www.getapp.co.uk/software/2075572/basil?page=2) > Basil is an all-in-one practice management software solution designed specifically for accounting and CPA firms. With a simple user interface, Basil streamlines daily operations and client interactions to help firms work more efficiently. > > Verdict: Rated **4.6/5** by 83 users. Top-rated for **Likelihood to recommend**. ----- ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.6/5** | 83 Reviews | | Ease of Use | 4.5/5 | Based on overall reviews | | Customer Support | 4.9/5 | Based on overall reviews | | Value for Money | 4.7/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 90% | (9/10 Likelihood to recommend) | ## About the vendor - **Company**: CoralTree ## Commercial Context - **Starting Price**: US$30.00 - **Pricing model**: Per User (Free Trial) - **Pricing Details**: Pricing is simple: $30/month per user, unlimited clients at no additional cost, and no usage limits. - **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Windows (Desktop), iPhone (Mobile), iPad (Mobile) - **Supported Languages**: English - **Available Countries**: Afghanistan, Albania, Algeria, American Samoa, Andorra, Angola, Anguilla, Antigua & Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more ## Features - Accounting - Accounting Integration - Accounts Payable - Accounts Receivable - Activity Dashboard - Alerts/Notifications - Appointment Management - Approval Workflow - Audit Trail - Bank Reconciliation - Billing & Invoicing - Client Management - Client Portal - Collaboration Tools - Configurable Workflow - Customisable Branding - Customisable Reports - Customisable Templates - Data Import/Export - Data Security ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Expense Report Software](https://www.getapp.co.uk/directory/579/expenses-management/software) ## Related Categories - [Expense Report Software](https://www.getapp.co.uk/directory/579/expenses-management/software) - [Tax Practice Management Software](https://www.getapp.co.uk/directory/1453/tax-practice-management/software) - [Document Management Software](https://www.getapp.co.uk/directory/284/document-management/software) - [Accounting Software](https://www.getapp.co.uk/directory/236/accounting/software) - [Digital Asset Management Software](https://www.getapp.co.uk/directory/280/digital-asset-management/software) ## Alternatives 1. 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The best part is they feel safer with the download security. No emailing, dropbox, or driving to the office. It has saved so much time. The presentation is very professional, making our firm look cutting-edge. > > **Cons**: The only thing I can think of to call the least liked thing is I get asked "What is Basil?" > > The trainer was perfect and it didn't take much time. I started using it and uploading client documents right after the 1st training. I felt like a pro right away. Our clients just started using it and are not having as much difficulty as they did with all the other programs like this. 1. I send one email 2. Our client logs in 3. The client gets an email when I add a document to their folders 4. A new client can have documents saved for them and a new client contract requesting an e-signature when they set up their login. ----- ### "Experience with effective CRM software" — 5.0/5 > **RAJENDRA** | *30 September 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Basil facilitated clients management in an optimum manner with good value for money by saving time, effective file sharing, user friendly signature for client support and better document management with maintaining security of vital information. 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. > > **Cons**: Chat messages did not show unread messages at the top and did not provide any way to filter unread messages. > > Great experience in utilization of features of Basil for effective client data management and timely customer support to clarify queries in usage and updating of new features. ----- ### "New to using Basil" — 3.0/5 > **Lisa** | *6 December 2024* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: Our firm has just started to work in the Basil program so we are learning as we go along with different scenarios. The dashboard seems very user friendly for our users (internal \& external). We really appreciate the speedy answers to our question via chat from your support team. I have just stated reviewing the training videos so hopefully my knowledge will grow. > > **Cons**: With our limited usage a this time with Basil until we gain knowledge from watching videos and testing. I do see a downside with changing client emails. From my experience clients do ask to get their emails from time-to-time. Per your support team we were advised that our firm cannot change the email address associated with an existing Basil account. We were advised that if a change/modification is needed for a client's email that this would need to be done by your support team\! I feel this is a waste of time, as we would normally be able to change the client's email in the past. > > Since we are learning as we go along, it seems to be user friendly. Support team has been great to work with. I am sure once we know more about this program we will understand it better. ----- ### "User and Cost friendly" — 5.0/5 > **Bethany** | *31 July 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Very user-friendly for both the accountant and client. The price is very affordable. I like that I can set up automatic reminders for my clients to send me information. Sending client info securely is very important to our firm. > > **Cons**: Not much I don't like, except maybe more bookkeeping-type options. Currently, it's more tax-focused. I want the option to send forms, such as a W-9, that can be filled out electronically and returned securely. > > I found it very easy to adapt to my firm's needs, and the support has been great. My clients can upload documents into separate folders, sending them to me securely. ----- ### "Organization made easy" — 5.0/5 > **Jackie** | *6 June 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Helps me keep files organized by client and easy for both my clients and myself to share sensative documents > > **Cons**: Nothing stands out that I do not like. Its a very helpful tool for my business. My clients love that all their data is in one spot and easy to access > > Easy to set up per client and invite different users to different folders depending on their role. Customer service was knowledgeable when I called for help. ----- Page: 1 / 5\ Next: [Next page](https://www.getapp.co.uk/software/2075572/basil?page=2) ## Links - [View on GetApp](https://www.getapp.co.uk/software/2075572/basil) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-CL | | | es-CO | | | es-MX | | | fr | | | fr-BE | | | fr-CA | | | nl | | | nl-BE | | | pt | | | pt-PT | | ----- ## Structured Data