---
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.
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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

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> Refreshingly simple practice management software for accountants. Every feature you need to delight your clients. One $30 subscription.
> 
> Verdict: Rated **4.6/5** by 83 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses Basil?

Accountants, CPAs, Tax Professionals, Bookkeepers

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.6/5** | 83 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 (29145 reviews)
2. [Google Drive](https://www.capterra.ca/software/161425/drive) — 4.8/5 (28591 reviews)
3. [Google Workspace](https://www.capterra.ca/software/168389/google-workspace) — 4.7/5 (17671 reviews)
4. [OneDrive](https://www.capterra.ca/software/161304/onedrive) — 4.5/5 (12833 reviews)
5. [Microsoft Word](https://www.capterra.ca/software/1010319/microsoft-word) — 4.7/5 (2887 reviews)

## Reviews

### "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

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### "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.

-----

### "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".

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### "Basil - Your Pretty Cool\!" — 5.0/5

> **Julie** | *December 15, 2025* | Accounting Software | Recommendation rating: 10.0/10
> 
> **Pros**: I love how easy Basil is to use and that it gives me a secure platform in which I can store and share confidential information with my clients.  And the support team at Basil is always friendly and helpful.
> 
> **Cons**: I don't use all the great features Basil has to offer and when I do look into using more features, I would like to be able go directly to Basil and lookup "how to" videos on different features.
> 
> My experience with Basil has been nothing but great and my clients really appreciate the ease of sharing information with me through Basil.

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### "Thorough and quick response time." — 5.0/5

> **Deidre** | *June 8, 2026* | Accounting Software | Recommendation rating: 9.0/10
> 
> **Pros**: I very much appreciate the quick response from the folks at Basil whenever I have a question. Whether it is via phone or email, I have always received a very thorough response.
> 
> **Cons**: I have never worked with a platform like this before so for me the learning curve has been a little steep. There is a great platform available for learning but I always just want to know how to do it.
> 
> I have appreciated being able to send and receive information with the security offered through Basil. I can get my clients serviced and happy, even though I may may not be able to be in their proximity.

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## Links

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

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