For Tax Preparers & EAs
Every return you prepare deserves an audit trail your clients can actually read. BasilTax generates it automatically from the documents you already have — and gives clients a self-service portal so they stop calling you.
You do great work. But after filing season, the phone keeps ringing.
BasilTax doesn't replace your tax software. It adds a verification and communication layer on top.
Prepare and file with your preferred software. Then upload the source documents to BasilTax for verification and client delivery.
A branded verification package that makes you look indispensable.
A downloadable document tracing every return line to source documents with page numbers and confidence scores.
Clients ask questions in plain English and get answers citing their actual documents. They stop calling you.
One branded URL per client. They can revisit anytime — during tax season or years later if they get a notice.
After filing a client's return, upload their source documents to BasilTax. The platform generates an audit trail linking every return line to its source. Share the branded portal link with your client as a deliverable.
No. BasilTax works alongside Drake, Lacerte, ProConnect, UltraTax, and any other preparation tool. You prepare and file as usual, then add BasilTax as a verification layer.
Absolutely. Most preparers offer it as a $50–$150 "audit readiness" or "return verification" add-on. Clients see it as insurance against IRS notices and a way to understand what they signed.
All SSNs and PII are redacted before AI processing. Data is encrypted at rest and in transit, never sold or shared. See our security page for full details.
Our Firm plan supports multiple team members with role-based access, a shared client dashboard, and full white-labeling. See the firm page for details.
Upload one client's documents. See the audit trail. Share the portal. No credit card needed.
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