--- description: Discover the benefits and disadvantages of Basil. Learn the software price, see the description, and read the most helpful reviews for UK business users. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Basil Pricing, Cost & Reviews - Capterra UK 2026 --- Breadcrumb: [Home](/) > [Actuarial Software](/directory/31360/accounting-practice-management/software) > [Basil](/software/1049691/basil) # Basil Canonical: https://www.capterra.co.uk/software/1049691/basil Page: 1 / 4\ Next: [Next page](https://www.capterra.co.uk/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 | 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 - Accounts Payable - Accounts Receivable - Approval Workflow - Audit Trail - Bank Reconciliation - Billing & Invoicing - Client Management - Client Portal - Collaboration Tools - Customisable Branding - Customisable Templates - Document Capture - Document Management - Document Storage - Due Date Tracking - File Sharing - Financial Reporting - Full Text Search - General Ledger - Project Management - Reporting & Statistics - Reporting/Analytics - Search/Filter - Status Tracking - Task Management - Third-Party Integrations - Time Tracking - Workflow Management ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat ## Category - [Actuarial Software](https://www.capterra.co.uk/directory/31360/accounting-practice-management/software) ## Related Categories - [Actuarial Software](https://www.capterra.co.uk/directory/31360/accounting-practice-management/software) - [Expense Report Software](https://www.capterra.co.uk/directory/30559/expense-report/software) - [Tax Practice Management Software](https://www.capterra.co.uk/directory/31359/tax-practice-management/software) - [Document Management Software](https://www.capterra.co.uk/directory/30063/document-management/software) - [Accounting Software](https://www.capterra.co.uk/directory/1/accounting/software) ## Alternatives 1. [Google Docs](https://www.capterra.co.uk/software/160756/google-docs) — 4.7/5 (28798 reviews) 2. [Google Drive](https://www.capterra.co.uk/software/161425/drive) — 4.8/5 (28427 reviews) 3. [Google Workspace](https://www.capterra.co.uk/software/168389/google-workspace) — 4.7/5 (17483 reviews) 4. [OneDrive](https://www.capterra.co.uk/software/161304/onedrive) — 4.5/5 (12623 reviews) 5. [Microsoft Word](https://www.capterra.co.uk/software/1010319/microsoft-word) — 4.7/5 (2783 reviews) ## Reviews ### "Basil for solo Practitioner" — 5.0/5 > **Jonathan** | *25 March 2026* | Accounting | Recommendation rating: 9.0/10 > > **Pros**: Simple interface and great pricing are two of the best features of Basil. The secure client portal allows easy file sharing with clients without a sharp learning curve. > > **Cons**: Android App still in development otherwise I have not had any issues with Basil so far. The customer support has been very helpful with any issues I have had. > > I have had a great experience with Basil being a secure document management interface allowing for secure transfer of documents with clients with ease at a reasonable cost. ----- ### "Another great product from Coraltree" — 5.0/5 > **Cheryl** | *14 August 2025* | Accounting | Recommendation rating: 10.0/10 > > **Pros**: Ease of use for both my staff and my clients. Basil was extremely easy to set up and use. I receive notices when anything is uploaded which helps me stay on top of task that need to be handled. I can upload multiple files at once by dropping and dragging. I love the 2 step authentication to keep my documents secure. The pricing is extremely fair for the space and ease of use. My clients love it as well. > > **Cons**: There are some large files that I am unable to upload but I really don't have anything else about the program that I am unhappy with. > > Great\! Love this file share program. Thank you CoralTree for developing another great product to free up time\! I no longer need to run to client's offices to retrieve documents. ----- ### "Still evolving but making great strides." — 3.0/5 > **Christine** | *10 January 2025* | Accounting | Recommendation rating: 7.0/10 > > **Pros**: I love the response timing. Everyone is always quick to respond even if only to get more information to check with others for the solution. Also, they are very open to suggestions. > > **Cons**: I struggle with the advertising for this to be perfect for accounting firms, yet I feel like I am teaching things they should already know. There are many things that I would think to be common sense that are not programmed. Like not being able to use apostrophes in the last name field. The report's capability and functions are SERIOUSLY lacking. > > Overall, I'm very happy with the decision to purchase Basil. They have a lot of development yet to be done, but the fact that they are willing to listen and understand the reasons for the functions needed is great. Having worked in this industry for over 20 year and used many project management systems, I am more than willing to share my knowledge and they are willing to listen. ----- ### "Basil - Your Pretty Cool\!" — 5.0/5 > **Julie** | *15 December 2025* | Accounting | 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. ----- ### "A balance of affordability and key features" — 5.0/5 > **Lauren** | *21 November 2025* | Accounting | Recommendation rating: 8.0/10 > > **Pros**: Basil has all of the key features I want and need in my accounting firm in order to communicate and share documentation with clients effectively. The platform is simple and easy to use. I love having a singular location to keep client data secure. The platform is also very affordable compared with other competitors. > > **Cons**: Basil seems to be a newer platform, and with that I will say there are a few rough edges that could be smoothed out or simple feature implementations that would be a great quality of life improvement for me and my clients such as email integration, easier file management ect. > > The basil team has been amazing, \[sensitive content hidden\] on the customer success team reaches out regularly to discuss the platform, ask if I have any questions or requests and just to see how everything is going. ----- Page: 1 / 4\ Next: [Next page](https://www.capterra.co.uk/software/1049691/basil?page=2) ## Links - [View on Capterra](https://www.capterra.co.uk/software/1049691/basil) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pl | | | pt | | | pt-PT | | | tr | | ----- ## Structured Data