---
description: Learn how Basil can help your business. GetApp provides users in New Zealand with the most detailed information on software reviews, prices and features.
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title: Basil Reviews, Pricing & Ratings | GetApp NZ 2026
---

Breadcrumb: [Home](/) > [Expense Management Software](/directory/579/expenses-management/software) > [Basil](/software/2075572/basil)

# Basil

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> 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 73 users. Top-rated for **Likelihood to recommend**.

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## 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

- 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 Management Software](https://www.getapp.co.nz/directory/579/expenses-management/software)

## Related Categories

- [Expense Management Software](https://www.getapp.co.nz/directory/579/expenses-management/software)
- [Tax Practice Management Software](https://www.getapp.co.nz/directory/1453/tax-practice-management/software)
- [Document Management Software](https://www.getapp.co.nz/directory/284/document-management/software)
- [Accounting Software](https://www.getapp.co.nz/directory/236/accounting/software)
- [Digital Asset Management Software](https://www.getapp.co.nz/directory/280/digital-asset-management/software)

## Alternatives

1. [Google Docs](https://www.getapp.co.nz/software/91392/google-docs) — 4.7/5 (28798 reviews)
2. [Google Drive](https://www.getapp.co.nz/software/90762/google-drive) — 4.8/5 (28427 reviews)
3. [Google Workspace](https://www.getapp.co.nz/software/90761/google-apps-for-business) — 4.7/5 (17483 reviews)
4. [OneDrive](https://www.getapp.co.nz/software/91652/onedrive) — 4.5/5 (12623 reviews)
5. [Microsoft Word](https://www.getapp.co.nz/software/91382/microsoft-word) — 4.7/5 (2783 reviews)

## Reviews

### "5 Stars for Basil" — 5.0/5

> **Logan** | *5 December 2024* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: The support team at Basil has exceeded my expectations. Anytime that I have a question or concern my needs are addressed immediately by a team member. The team has been extremely helpful and friendly addressing any questions that are brought to their attention.
> 
> **Cons**: While Basil offers so many functions and features, I often have to spend time thinking about the best method to accomplish what I am attempting to achieve. While I begin to utilize the program more in depth, I'm certain that the features and functions will become much easier to navigate.&#10;While sending signatures to clients, it appears that the client has to enter verification codes for each signature they are assigned. This has proven to be troublesome to some of our clients while navigating a new platform, even though they have verified their identity with their 6 digit PIN already.
> 
> My experience thus far has been extremely pleasant. The team at Basil has been wonderful and exceeded my expectations with the level of support they provide. While I'm still learning the platform, I have had several questions that have been immediately addressed by the Basil team, providing useful information and further explaining processes beyond my expectations. Basil overall, is user friendly and offers a broad selection of features to assist with delegating tasks, and staying on track during the work day.

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

> **Allison** | *2 August 2024* | Accounting | 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.

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### "Simple Fixes" — 3.0/5

> **Drew** | *14 September 2024* | Accounting | Recommendation rating: 2.0/10
> 
> **Pros**: Task management sytem. Allows you to keep track of every task and time alloted.
> 
> **Cons**: Not able to make a master account with sub accounts.
> 
> As a task management system it works very well. However it does not operate seemlessly within the accounting world.

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### "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.

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### "Ben’s Basil Review" — 5.0/5

> **L. Ben** | *28 May 2025* | Accounting | Recommendation rating: 9.0/10
> 
> **Pros**: File storage and file sharing. I like to be able to send download links to my customers using the share download link.
> 
> **Cons**: People don’t always receive or know how to receive files. I’m not sure why. It could be user error or maybe it goes to there junk folder.
> 
> It’s a good product. Customer service is amazing and quick. I have never waited in a queue for an agent.

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## Links

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| en | <https://www.getapp.com/industries-software/a/basil/> |
| en-AE | <https://www.getapp.ae/software/2075572/basil> |
| en-AU | <https://www.getapp.com.au/software/2075572/basil> |
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| nl-BE | <https://www.getapp.be/software/2075572/basil> |
| pt | <https://www.getapp.com.br/software/2075572/basil> |
| pt-PT | <https://www.getapp.pt/software/2075572/basil> |

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