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Basis
AI agents for accounting firms that take the first pass on tax returns and month-end closes, from K-1 extraction and trial-balance mapping to workpapers.
| What the AI does | Basis agents: End-to-End Tax Platform (agents across the entire return — document extraction, trial balance mapping, K-1 aggregation with citations, book-to-tax workpapers), month-end close agents for CAS, audit testing agents; every agent action logged (Traceable AI) |
|---|---|
| Who it serves | Solo practitioners, Small CPA firms, CAS practices, Tax offices |
| Starting price | Quote-based |
| Pricing model | Quote-based |
| Free trial | Not stated on the vendor site |
| Best fit | Small firm, Mid-size firm |
| Category | Tax Preparation & Review AI |
| Also fits | Month-End Close & CAS Automation |
| SOC 2 | Stated on the vendor's site |
| Checked | 2026-10-29, against the vendor's own page |
Who it's for
Basis is listed as a fit for small and mid-size firms, and the vendor names solo practitioners, small CPA firms, CAS practices and tax offices on its own site. The job it gets hired for: preparing and reviewing returns faster, with AI reading the source documents and flagging what doesn't tie out. It also fits the Month-End Close & CAS Automation category.
What it costs
Basis is priced by quote, so the demo is where you get a number tailored to your firm. Ask the vendor about a trial when you reach out.
Good to know
Basis builds AI agents for accounting firms that take the first pass at the work: the End-to-End Tax Platform runs document extraction, trial-balance mapping with tax line references, K-1 aggregation with citations and book-to-tax workpapers through to review-ready output, while the CAS agents run the month-end close for every client and audit agents handle testing. Every action is logged under the vendor's Traceable AI framing, and a Basis for Small Firms page now opens access beyond the larger practices such as UHY and Wiss quoted on the site. Pricing is by demo; SOC 2 is posted on the security page.
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