For Accounting Firms & CPAs
Stop fielding post-season calls. BasilTax creates a white-labeled verification portal for every client — tracing each line on their return to the exact source document. They self-serve answers. You retain clients and bill for the value.
You prepare excellent returns. But clients still don't understand what they signed — and that creates ongoing cost for your firm.
40%
are clients asking "what does this number mean?" — questions a self-service portal eliminates entirely.
$200/hr
When the IRS sends a notice, you reconstruct what happened from scratch — billable but unpopular, and often written off.
15%
Clients leave when they feel uninformed. Transparency builds trust. Trust builds retention year over year.
Set up once. Every client gets their own verification portal automatically.
Upload the same W-2s, 1099s, and statements you used to prepare the return. Or invite the client to upload directly into their portal.
Every number on the return is traced to a specific document, page, and field. No manual annotation required.
Send a branded link. Clients see your firm's name and logo. They can explore their return, ask questions, and download audit-ready PDFs.
When clients have questions, they ask the portal. Answers come with document citations. You stop being a call center and start being a strategic advisor.
Client portal preview
Your client asks:
"Why do I owe $12,400 this year?"
Portal answer:
Your tax liability increased because you had $48,000 in additional capital gains this year (1099-B, Fidelity, pages 2–8) with no corresponding withholding. Your W-2 withholding covered your salary but not the investment income. See 1040 Line 24 vs Line 25d.
Most firms offer this as a premium add-on. Clients gladly pay for peace of mind.
$75
avg. add-on per client
60%
typical client uptake
3x
ROI on subscription
Example: A 200-client firm charging $75/client with 60% uptake generates $9,000/year in new revenue from a $399/month subscription — while reducing support costs and increasing retention.
Upload documents and the audit trail builds itself. No spreadsheets, no annotation, no extra hours.
Your logo, your colors, your custom domain. Clients see you as innovative — not a third-party tool.
Clients ask questions, get answers with document citations. You stop being the bottleneck.
If the IRS sends a notice, the paper trail is already built. No scrambling, no reconstruction fees.
Add team members with role-based access. Every preparer in your firm can serve clients through one platform.
No other firm in town offers this level of transparency. It's the easiest differentiator you'll ever add.
You upload client documents (or invite clients to upload directly). BasilTax creates an audit trail tracing every number on the return to its source document with page references. Clients access their own branded portal to view the trail and ask questions — reducing your support burden.
Yes. On Professional plans you add your logo and firm name. On Firm plans you get full white-labeling including a custom domain (e.g., verify.yourfirm.com) so clients never see BasilTax branding.
Most firms offer audit-ready verification as a $50–$150 premium add-on per client. With 60%+ uptake typical in year one, the subscription pays for itself many times over while increasing client retention and satisfaction.
All SSNs and PII are redacted before AI processing. Data is encrypted at rest and in transit, never sold or shared, and never used for model training. Each client's data is isolated to their account.
Clients can pull up their BasilTax audit trail, find the exact source document and page number for any questioned amount, and respond to the IRS with confidence — often without needing to schedule a meeting with you.
Set up in 5 minutes. Try with your first client for free.
Launch your client portal