For accountants and bookkeepers
You already tell clients to document their meetings.
They nod, and then they don't. Not out of stubbornness — because “keep minutes” is an instruction without a method, and it competes with running the business.
BoardBasis is the method. An hour, guided, once a quarter, ending in a signed document in a minute book.
What changes for you
The file exists when you ask for it
Minutes, the invitations that preceded them, who confirmed, who attended and how. In date order, with the dates they actually happened on.
Resolutions get written down
Hires, equipment purchases, loans, distributions — the decisions you find out about months later are prompted for at the meeting and recorded when they're made.
The business-purpose question has an answer
When a client's travel or meals come up, the minutes are what connects the trip to company business. That's usually the element with nothing behind it.
It's a reason to talk during the year
A quarterly meeting your client is already prepared for is a better conversation than a March scramble.
What it isn't
BoardBasis does not give tax advice, and it is built specifically not to. It prompts clients toward their own professional rather than answering for you, and it never tells anyone that something is deductible.
It is not a filing service and it does not touch returns. It holds meetings and keeps records of them.
It also doesn't put you in the middle. Your client owns their account and runs their own meetings; you see the output.
Working together
We're building the first version with a small number of firms, and we'd rather design the arrangement with you than announce one. If you have clients who ought to be doing this, get in touch and tell us what would actually be useful — a practice account across your client entities, a way to sit in on the meetings, something co-branded, or just a link you can send.
Referral arrangements for licensed professionals carry their own rules depending on your state board and your firm's policies. We'd rather work that out properly with you than put a commission on a marketing page.
Try it on one entity first
Set up a company, run a meeting, and read the minutes it produces before you put a client anywhere near it. It's $4.50 a month for 3 companies, and free to try.
This tool provides organizational templates and general governance guidance only. It does not provide legal, tax, or financial advice.