For tax professionals & taxpayers
BasilTax creates an audit-proof paper trail for every return. Tax professionals offer it as a client portal. Individuals use it to verify their preparer's work. If the IRS ever calls, you're ready.
Trusted by solo preparers, multi-partner CPA firms, and thousands of individual filers.
Whether you prepare returns for others or just want peace of mind about your own.
Hand every client a branded portal where they can see exactly where their numbers came from, ask questions about their return, and feel confident — without calling your office.
Your preparer filed your return. But can you explain line 16? Line 7? What about Schedule D? Upload your documents and get instant clarity — with every number linked to proof.
150 million returns filed every year. Almost none have an audit trail the filer can actually understand.
Your preparer hands you a 30-page PDF. You see numbers you can't trace. You sign anyway because you trust them — but legally, you are responsible for every line.
You get a CP2000 notice. Your preparer charges $200/hour to reconstruct what happened. If you'd had a traceable record from day one, it would take 5 minutes to respond.
As a preparer, half your post-season is answering "where did this number come from?" What if clients could self-serve those answers from a portal you already provide?
No manual data entry. No complex setup. Upload and go.
Drop the same W-2s, 1099s, and statements used to prepare the return. PDF, image, or CSV — we handle it all.
Every number on your return is traced to a specific document, page, and field — with confidence scores and IRS rule references.
Ask questions in plain English. Share a client-facing portal link. Export an audit-ready PDF that lives on long after tax season.
For accounting firms
Most firms offer audit defense as a reactive, unprofitable service. With BasilTax, you can offer every client a proactive verification portal — white-labeled under your brand — as a premium add-on or included service that increases retention.
What your clients see
Client question:
"Why is line 16 showing $47,200?"
BasilTax answer:
Line 16 (Tax) is $47,200 because your taxable income of $285,400 (line 15) falls in the 32% bracket. This is computed from wages on your W-2 page 1, Box 1 ($185,400) plus capital gains from 1099-B, Schwab statement p.3 ($100,000).
Tax data is the most sensitive financial information that exists. We built BasilTax with that responsibility from day one.
All PII is stripped before any document text is sent to extraction models.
Bank-grade encryption. Your data is never sold, shared, or used for model training.
Clients see your firm's name, colors, and logo. Full control over the experience.
Start free. Upgrade when you're ready. Cancel anytime.
For taxpayers verifying their own return
For solo preparers and small firms
For multi-preparer firms with volume
"I used to spend 15 minutes per client explaining where numbers came from. Now I just send them a portal link. They have zero questions."
— Solo CPA, Austin TX
"Got an IRS notice about my capital gains. I pulled up BasilTax, found the exact 1099-B page with the number, and responded in one afternoon. Case closed."
— Individual filer, Bay Area
"We added BasilTax as a $75 add-on per client. 60% uptake in year one. It pays for itself and clients love the transparency."
— Managing Partner, 12-person firm
Whether you prepare returns or file your own — make every number traceable, every question answerable.
No credit card required. First verification is always free.