For professional services
Client work, organized and private
For accounting, legal, consulting and advisory teams: private channels per engagement, encrypted files and a clear record of what was agreed.
Sound familiar?
Sensitive client details travel through personal email and texts
Engagement tasks live in spreadsheets
Agreements and sign-offs happen outside any system
How Basik helps
Private by default
Private channels per engagement; files encrypted at rest.
Engagement boards
Track deliverables and deadlines per client.
Find anything
Search the record of an engagement by person, date or file.
Basik Sign (coming soon)
Send engagement letters for signature from the same place.
A simple way to start
- 1
Open an engagement channel
Private, with only the people who need access.
- 2
Track deliverables
Tasks with owners and due dates on the engagement's board.
- 3
Meet and decide
Calls with notes that stay with the engagement.
- 4
Sign off
With Basik Sign, collect signatures without leaving Basik.
Bring your team's conversations and work together
Free for your whole company. Set up in minutes, on every device.