Basil and Qbox February 2024 Newsletter

This tax season, elevate your accounting and bookkeeping practice to new heights with Basil Practice Management – the ultimate solution to streamline your workflows and boost efficiency.

Imagine a seamless process where every document, task, and communication is effortlessly organized in one centralized hub. With Basil, you can automate routine tasks, ensuring that your team can dedicate more time to strategic tax planning and client relationships. The intuitive interface and collaborative tools make it easy to track progress, share updates, and stay ahead of deadlines.

Say goodbye to the stress of tax season and implement a solution that not only enhances productivity but also elevates the overall client experience. Basil Practice Management is your key to a smoother, more successful tax season – unlock the full potential of your bookkeeping and accounting practice today!

We're thrilled to roll out our latest and greatest Basil production release, packed with features that will make your workflow smoother than ever before!

eSign Improvements:

eSign is now available from the main navigation bar. Now, with a simple click on the +Add button, you can effortlessly initiate a new eSign request. Upload documents on the fly and breeze through your workflow like never before. We've also introduced optional signature components to meet your unique forms and document needs. Cora, your Smart Assistant, can now be enabled on any eSign.

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Task and Project Improvements:

We've taken "limitless" to a whole new level! Creating tasks is now as free-flowing as your creativity. The possibilities are endless, just like your to-do list.

Timer:

Time management made easy! Keep track of your precious time with the all-new Timer feature. Never lose sight of how much time you spend on each task and boost your productivity. ?

Folder Templates:?

Revolutionize your file management with our innovative Folder Templates feature. Effortlessly organize folders to ensure consistency across all your clients. Streamline onboarding processes and enjoy the convenience of applying templates year after year, ensuring a seamless and efficient workflow for your firm.

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Gmail Integration:

Drumroll, please! We're excited to introduce Gmail integration to Basil. Say goodbye to tab-switching mayhem. Contact our stellar support team, and they'll flip the switch to activate this feature for you. Seamless workflow, here we come! ?

Ready to experience the power of Basil like never before?

Schedule a personalized demo today!