---
description: Learn more about Basil pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs.
image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress
title: Basil Pricing, Reviews & Features - Capterra Canada 2026
---

Breadcrumb: [Home](/) > [Accounting Practice Management Software](/directory/31360/accounting-practice-management/software) > [Basil](/software/1049691/basil)

# Basil

Canonical: https://www.capterra.ca/software/1049691/basil

Page: 1 / 4\
Next: [Next page](https://www.capterra.ca/software/1049691/basil?page=2)

> Refreshingly simple practice management software for accountants. Every feature you need to delight your clients. One $30 subscription.
> 
> Verdict: Rated **4.6/5** by 73 users. Top-rated for **Likelihood to recommend**.

-----

## Overview

### Who Uses Basil?

Accountants, CPAs, Tax Professionals, Bookkeepers

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.6/5** | 73 Reviews |
| Ease of Use | 4.5/5 | Based on overall reviews |
| Customer Support Software | 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 and Barbuda, Argentina, Armenia, Aruba, Australia, Austria, Azerbaijan, Bahamas, Bahrain, Bangladesh, Barbados, Belarus, Belgium and 208 more

## Features

- Accounts Payable Software
- Accounts Receivable Software
- Approval Workflow
- Audit Trail
- Bank Reconciliation
- Billing & Invoicing
- Client Management
- Client Portal
- Collaboration Tools
- Customizable Branding
- Customizable Templates
- Document Capture
- Document Management Software
- Document Storage
- Due Date Tracking
- File Sharing Software
- Financial Reporting Software
- Full Text Search
- General Ledger
- Project Management Software
- Reporting & Statistics
- Reporting/Analytics
- Search/Filter
- Status Tracking
- Task Management Software
- Third-Party Integrations
- Time Tracking Software
- Workflow Management Software

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base Software
- Phone Support
- 24/7 (Live rep)
- Chat

## Category

- [Accounting Practice Management Software](https://www.capterra.ca/directory/31360/accounting-practice-management/software)

## Related Categories

- [Accounting Practice Management Software](https://www.capterra.ca/directory/31360/accounting-practice-management/software)
- [Expense Report Software](https://www.capterra.ca/directory/30559/expense-report/software)
- [Tax Practice Management Software](https://www.capterra.ca/directory/31359/tax-practice-management/software)
- [Document Management Software](https://www.capterra.ca/directory/30063/document-management/software)
- [Accounting Software](https://www.capterra.ca/directory/1/accounting/software)

## Alternatives

1. [Google Docs](https://www.capterra.ca/software/160756/google-docs) — 4.7/5 (28798 reviews)
2. [Google Drive](https://www.capterra.ca/software/161425/drive) — 4.8/5 (28427 reviews)
3. [Google Workspace](https://www.capterra.ca/software/168389/google-workspace) — 4.7/5 (17483 reviews)
4. [OneDrive](https://www.capterra.ca/software/161304/onedrive) — 4.5/5 (12623 reviews)
5. [Microsoft Word](https://www.capterra.ca/software/1010319/microsoft-word) — 4.7/5 (2783 reviews)

## Reviews

### "Give Basil a Try" — 5.0/5

> **Ibrar** | *August 30, 2024* | Accounting Software | Recommendation rating: 9.0/10
> 
> **Pros**: An easy to use program designed for various business professions. The Customer Service is exceptional. G
> 
> **Cons**: There needs to be greater customization of certain fields; although still useable.
> 
> Great experience from the initial introduction to onboarding -\&gt; no pressure to "sign up".

-----

### "Experience with effective CRM software" — 5.0/5

> **RAJENDRA** | *September 30, 2025* | Accounting Software | 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.

-----

### "Amazing Product for Everyday USe" — 5.0/5

> **Allison** | *August 2, 2024* | Accounting Software | Recommendation rating: 10.0/10
> 
> **Pros**: I love how easy it is to track my tasks, share information securely and keep my schedule organized. The best part of Basil however is how fantastically responsive they are for everything from Customer Support to suggested changes and updates to making their product a better fit.
> 
> **Cons**: The only cons I have found are the app for Android isn't published yet.
> 
> Every interaction I have had with Basil has been fantastic. They are responsive, amazing at follow up and so very easy to work with. You have a problem, or don't understand something and they are always happy to direct you where to get help or show you where you went wrong in putting things in.

-----

### "Basil Start up Review" — 5.0/5

> **Anup** | *September 30, 2025* | Financial Services Software | Recommendation rating: 10.0/10
> 
> **Pros**: Client Support is very good. I am new to the software and they have been very prompt and provide support in solving the issues.
> 
> **Cons**: with any new software...there is always a learning curve...so premature to answer at this point....continue to learn still.....potential is very good
> 
> So far it seems like it will do what we were looking for...mainly socument management and file sharing in a secure environment

-----

### "Tax Practice - Basil Implementation" — 5.0/5

> **Michal** | *June 13, 2024* | Accounting Software | Recommendation rating: 10.0/10
> 
> **Pros**: Very simple to implement and set up. Outstanding Customer Service to assist every step of the way.
> 
> **Cons**: Outlook Calendar implementation would be an added benefit for synching.
> 
> Absolutely amazing product, our team finds it easy to use.

-----

Page: 1 / 4\
Next: [Next page](https://www.capterra.ca/software/1049691/basil?page=2)

## Links

- [View on Capterra](https://www.capterra.ca/software/1049691/basil)

## This page is available in the following languages

| Locale | URL |
| de | <https://www.capterra.com.de/software/1049691/basil> |
| de-AT | <https://www.capterra.at/software/1049691/basil> |
| de-CH | <https://www.capterra.ch/software/1049691/basil> |
| en | <https://www.capterra.com/p/10009476/Basil/> |
| en-AE | <https://www.capterra.ae/software/1049691/basil> |
| en-AU | <https://www.capterra.com.au/software/1049691/basil> |
| en-CA | <https://www.capterra.ca/software/1049691/basil> |
| en-GB | <https://www.capterra.co.uk/software/1049691/basil> |
| en-IE | <https://www.capterra.ie/software/1049691/basil> |
| en-IL | <https://www.capterra.co.il/software/1049691/basil> |
| en-IN | <https://www.capterra.in/software/1049691/basil> |
| en-NZ | <https://www.capterra.co.nz/software/1049691/basil> |
| en-SG | <https://www.capterra.com.sg/software/1049691/basil> |
| en-ZA | <https://www.capterra.co.za/software/1049691/basil> |
| es | <https://www.capterra.es/software/1049691/basil> |
| es-AR | <https://www.capterra.com.ar/software/1049691/basil> |
| es-CL | <https://www.capterra.cl/software/1049691/basil> |
| es-CO | <https://www.capterra.co/software/1049691/basil> |
| es-CR | <https://www.capterra.co.cr/software/1049691/basil> |
| es-DO | <https://www.capterra.do/software/1049691/basil> |
| es-EC | <https://www.capterra.ec/software/1049691/basil> |
| es-MX | <https://www.capterra.mx/software/1049691/basil> |
| es-PA | <https://www.capterra.com.pa/software/1049691/basil> |
| es-PE | <https://www.capterra.pe/software/1049691/basil> |
| fr | <https://www.capterra.fr/software/1049691/basil> |
| fr-BE | <https://fr.capterra.be/software/1049691/basil> |
| fr-CA | <https://fr.capterra.ca/software/1049691/basil> |
| fr-LU | <https://www.capterra.lu/software/1049691/basil> |
| it | <https://www.capterra.it/software/1049691/basil> |
| ja | <https://www.capterra.jp/software/1049691/basil> |
| nl | <https://www.capterra.nl/software/1049691/basil> |
| nl-BE | <https://www.capterra.be/software/1049691/basil> |
| pl | <https://www.capterra.pl/software/1049691/basil> |
| pt | <https://www.capterra.com.br/software/1049691/basil> |
| pt-PT | <https://www.capterra.pt/software/1049691/basil> |
| tr | <https://www.capterra.web.tr/software/1049691/basil> |

-----

## Structured Data

<script type="application/ld+json">
  {"@context":"https://schema.org","@graph":[{"name":"Capterra Canada","address":{"@type":"PostalAddress","addressLocality":"Toronto","addressRegion":"ON","postalCode":"M2N 7E9","streetAddress":"5000 Yonge Street 14th Floor, Suite 1402 Toronto ON M2N 7E9"},"description":"Capterra Canada helps millions of people find the best business software. With software reviews, ratings, infographics and a comprehensive list of business software.","email":"info@capterra.ca","url":"https://www.capterra.ca/","logo":"https://dm-localsites-assets-prod.imgix.net/images/capterra/logo-a9b3b18653bd44e574e5108c22ab4d3c.svg","@type":"Organization","@id":"https://www.capterra.ca/#organization","parentOrganization":"Gartner, Inc.","sameAs":["https://twitter.com/Capterra","https://www.facebook.com/Capterra/","https://www.linkedin.com/company/capterra/","https://www.instagram.com/capterra/","https://www.youtube.com/channel/UCyUw9-HIkKiYcTqcFDUcxPA"]},{"name":"Basil","description":"Basil is the easiest to use practice management product for accountants. It includes every feature you need to manage your firm and delight your clients. Affordable for firms of all sizes, with no lock-in contracts or complex pricing schemes. Powerful and secure with world-class 24/7 support.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductScreenshot/4d67fd09-c39f-40f8-9c7a-1ac3c2d02159.png","url":"https://www.capterra.ca/software/1049691/basil","@type":"SoftwareApplication","@id":"https://www.capterra.ca/software/1049691/basil#software","applicationCategory":"BusinessApplication","publisher":{"@id":"https://www.capterra.ca/#organization"},"aggregateRating":{"@type":"AggregateRating","ratingValue":4.6,"bestRating":5,"ratingCount":73},"offers":{"price":"30","@type":"Offer","priceCurrency":"USD"},"operatingSystem":"Cloud, Windows, Platform ios, Platform ipad"},{"@type":"FAQPage","@id":"https://www.capterra.ca/software/1049691/basil#faqs","mainEntity":[{"name":"What Is Basil?","@type":"Question","acceptedAnswer":{"text":"Basil is the easiest to use practice management product for accountants. It includes every feature you need to manage your firm and delight your clients. Affordable for firms of all sizes, with no lock-in contracts or complex pricing schemes. Powerful and secure with world-class 24/7 support.","@type":"Answer"}},{"name":"Who Uses Basil?","@type":"Question","acceptedAnswer":{"text":"Accountants, CPAs, Tax Professionals, Bookkeepers","@type":"Answer"}}]},{"@type":"BreadcrumbList","itemListElement":[{"name":"Home","position":1,"item":"/","@type":"ListItem"},{"name":"Accounting Practice Management Software","position":2,"item":"/directory/31360/accounting-practice-management/software","@type":"ListItem"},{"name":"Basil","position":3,"item":"/software/1049691/basil","@type":"ListItem"}],"@id":"https://www.capterra.ca/software/1049691/basil#breadcrumblist"}]}
</script>
