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Agents you can actually rely on. Built specifically for accountants.
Accounting teams cannot keep absorbing more manual work. Basis takes on long-horizon, complex workflows so people can start at review.
Runs the month-end close for every client, end to end, no matter how messy the data.
Prepares the entire return, from client intake to review-ready workpapers.
Executes testing and cites sufficient evidence behind every conclusion.
Performs the entire close and helps companies make better financial decisions.
Explore Basis for Small Firms
“We have returns with 60 or 70-plus K-1s that can take more than 100 prep hours. It is now down to maybe 15 or 20 hours. That’s a huge efficiency gain.”
“Basis is the reason our CAS department is able to grow 50% year over year.”
“We’re going to gain 50% efficiency in our entire tax return process, at least, if not more.”
“I was able to complete tasks that had taken hours before in minutes.”
“It’s changed the way they do their work. It’s changed the way they think about it. It’s changed the way they do their day-to-day job.”
“Basis is reshaping how we do tax. By providing agents our team trusts, we can focus on value-add work and client service, which is what strengthens client relationships.”
“Basis is the most powerful accounting AI we have seen. It has been truly trajectory-defining for Wiss: we use it across the firm, empowering our teams to focus on higher-value work while delivering exceptional experiences for our people and clients and shaping how we evolve each of our practices.”
“Not only is the Basis product everything we hoped for, it has also significantly reduced the month-end close for our clients. The customer support and onboarding process have been absolutely phenomenal. Everything Basis said they would do to help our implementation across the UHY firm was done exactly as promised. It’s a truly impressive product and team behind it, and we had fun doing it.”
