Basil and Qbox March 2024 Newsletter

We're excited to announce our latest Basil release, which includes new, game-changing features and enhancements. Here's a quick glimpse of what will be available in the next release: ?

Forms:

Create customized templates and send them directly to clients to gather essential information. Whether it's tax preparation details, onboarding documentation, or client surveys, Forms streamlines the data collection process, saving you time and ensuring accuracy.?Simply tailor the template to your specific needs and send it to clients via email.?

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Email Templates:

Simplify your client communication process with pre-designed templates tailored for common scenarios like invoice reminders, appointment confirmations, and tax deadline notifications. With customizable templates at your fingertips, you can deliver consistent and professional messages to your clients with ease, saving time and ensuring clarity in your correspondence.

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Bulk Email:

Send your email templates to multiple clients simultaneously, saving you valuable time while ensuring consistent and professional communication across your client base. Whether you're reaching out to a handful of clients or sending mass updates to all of your clients, Basil’s bulk email feature simplifies the process, allowing you to focus on delivering exceptional service to your clients.

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eSignature Enhancements:

With the new "Sent By" column in your signature history, you can now easily track and identify all signature requests initiated by your team members, providing greater transparency and accountability in your workflow. Stay organized and informed with this valuable addition, ensuring seamless collaboration and efficiency within your accounting practice.?

Schedule Your Personalized Demo Today! https://meetings.hubspot.com/allison-mohr/basil-demo

Refer Basil and when a user signs up and makes their first payment, you earn a $50 Amazon gift card as a token of our appreciation.? Spread the word about our accounting practice management software and reap the rewards while helping your peers discover a solution designed to streamline their workflow and enhance their practice. It's a win-win for everyone involved! Interested in learning more? Reach out to our sales team today! ?

Offer valid until June 30th, 2024, or while supplies last. Limited to the first 100?qualifying referrals. Gift cards will be distributed within 7 days after the referred user makes their first payment. This offer cannot be combined with any other promotions or discounts. Restrictions may apply.

Send us an email to refer a friend [email protected]