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Basis

AI bookkeeping and financial review for CPA firms

Basis InsightsUpdated 3/17/2026

About Basis

Basis provides AI-powered bookkeeping and financial review solutions designed specifically for CPA firms. The platform automates routine accounting tasks and financial analysis, enabling CPAs to focus on higher-value advisory work. By integrating AI into the bookkeeping workflow, Basis aims to improve efficiency and reduce manual data entry for accounting practices.

Deployed Intelligence
GTM

Account Executive

New York Office

Channel Sales Leader

New York Office

Event Marketing Manager

New York Office

GTM Associate / Analyst

New York Office

GTM Systems Architect

New York Office

Product Marketer

New York Office

Revenue Operations Leader

New York Office

Sales Leader

New York Office

Sales Manager

New York Office
Operations

GTM Recruiter

New York Office

Sr. Recruiting Coordinator

New York Office
Technical
Recent Coverage

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Educational overview of two fundamental accounting methods with no AI or automation component.

AI Tax Agents Promise Hands-Off Returns as Firms Grapple With Automation

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Basis Hires Acuity Founder to Guide Firms Through AI Transition

Basis appoints Acuity founder Kenji Kuramoto as managing partner in residence to help accounting firms adopt AI-enabled operations and inform product development.

Acuity founder Kuramoto joins Basis as managing partner

Kenji Kuramoto, who led Acuity through a 14-firm merger to form top-50 firm Sorren, appointed managing partner in residence at Basis—personnel move with no AI/automation angle.

1099-DA gross proceeds rule creates tax reporting burden for CPAs in 2026

New 1099-DA rules require CPAs and clients to manually calculate cost basis from gross proceeds data, complicating digital asset tax reporting.

Kentucky women challenge period product sales tax as discriminatory

Two Kentucky women sued to overturn sales tax on tampons and pads, arguing the state discriminates against women; case tests whether hygiene products are taxable essentials.

Coinbase tax VP explains IRS crypto reporting rules and 1099-DA filing burden

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Trump pushes shift from quarterly to semi-annual corporate reporting

Trump proposes eliminating quarterly reporting requirements in favor of semi-annual reports, citing cost savings and management focus, but the change faces SEC approval hurdles.

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Docyt addresses manual data entry burden for cash-basis accounting by automating transaction processing across bank accounts, cards, and vendors, reducing administrative overhead for agencies, clin...

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