Basis for accounting firms: AI agents that prepare the work

Contents

1. What Basis does for accounting firms
2. Published evidence
3. Strengths and limits
4. Pricing
5. Questions to ask Basis
6. Sources

Type	AI agents for accountants
Pricing	Not published
Website	getbasis.ai

Basis builds AI agents specifically for accountants. Unlike the other tools in this guide, it aims at the hours inside the work itself: preparation, close and testing⁠1Basis: AI agents for accountingBasis.

Best for: Mid-sized and large firms that want AI agents to do preparation and close work, so staff start at review.

Not the right fit for: Firms whose constraint is client communication, signatures and scheduling rather than preparation.

What Basis does for accounting firms

Basis describes agents for four kinds of work. For client accounting and advisory, they run the month-end close for every client, end to end. For tax, they prepare the entire return, from client intake to review-ready workpapers. For audit, they execute testing and cite the evidence behind each conclusion. For corporate accounting, they perform the close⁠1Basis: AI agents for accountingBasis. The stated aim is that people start at review.

Basis has also announced an end-to-end tax platform that deploys agents across the entire return. New firms join through a demo or a waitlist, and the waitlist form asks for firm size from solo practitioner to more than 100 employees⁠1Basis: AI agents for accountingBasis.

Published evidence

• Boulay (client quote). A Boulay partner says returns with 60 or more K-1s that took more than 100 preparation hours now take about 15 to 20. Vendor-published quote.⁠1Basis: AI agents for accountingBasis
• Clark Nuber (client quote). A Clark Nuber partner credits Basis with letting its client accounting department grow 50% year over year. Vendor-published quote.⁠1Basis: AI agents for accountingBasis

Basis's site carries further quotes from Wiss, BPB and Boulay's CIO, who expects at least 50% efficiency across the firm's tax process⁠1Basis: AI agents for accountingBasis. None is accompanied by a published method or baseline.

Strengths and limits

Strengths

• Aims at the hours inside the work itself, not only the administration around it.
• Covers tax, client accounting and advisory, audit and corporate accounting.
• Named partner-level quotes from firms using it.

Limits

• Pricing is not published; access is by demo or waitlist.
• Results are client quotes on Basis’s own site rather than published case studies with a method.
• Not built for phones, intake scheduling or billing.

Choose another option if: Most of your lost hours are spent chasing clients rather than preparing their work.

Pricing

Not published.

Questions to ask Basis

• Can we see the before-and-after measurement behind the Boulay figures?
• Which tax software and ledgers do the agents work in, and what do they write back?
• What does a reviewer see for each conclusion the agent reaches?
• Where is client data processed, and is any of it retained or used for training?

See how Basis compares with the other tools in the main guide.

Sources

1. Basis: AI agents for accounting. Basis. Accessed 8 Nov 2026.

Further reading

• Buyer's guide · Updated quarterlyThe best AI for accounting firms in 2026An analysis of eight AI tools that accounting firms use for intake, documents, client mail, bookkeeping and tax preparation, with the evidence behind each and a path to a first result before busy season.
• Guide · Tax seasonHow AI reduces tax-season load at an accounting firmBusy season concentrates a year of client work into a few months with fixed deadlines and fewer new accountants. This is where AI now helps, and where it does not.
• Guide · Data securityAI and client data security for accounting firmsA tax practice that puts client data into an AI tool is extending its security plan, whether or not the plan says so. This is what the rules require and what to ask vendors.