Automated deadlines
Practice management within Nomi acts as the one central source of truth. All individual modules are interconnected and share their own deadlines, giving you a single dashboard that shows exactly what needs to be done and when by.
Streamlined Client Management with Nomi Practice Management
With Nomi Practice Management Software, client onboarding is simple and intuitive. We cater to all client types – from limited companies to sole traders and partnerships. Our platform allows you to select and assign the required services for each client, ensuring a tailored approach to every business.
Embrace Smooth Client Onboarding
- Support for all types of businesses including LTD, LLP, PLC, sole traders, and partnerships
- Tailor the services to each client’s specific needs within their unique client profile
- Create and assign login credentials for your clients, giving them access to their own profile for transparency and ease
- Invite your clients to download our dedicated apps for bookkeeping, payroll, and self-assessment at no additional cost
Seamless Task Management and Deadline Tracking
Nomi Practice Management Software keeps you on top of your tasks and deadlines without any hassle. Simply add your client details and our system will automatically generate deadlines and assign them as tasks. Moreover, adding and assigning tasks to staff members is uncomplicated and efficient.
Stay Ahead with Smart Task Management
- Deadlines are automatically generated and added as tasks when you add your client details
- Add unlimited staff members without any extra cost, promoting collaboration and efficiency
- Assign tasks to individual staff members, allowing them to update task statuses and progress
- Enhance communication with built-in email functionality for each staff member
- Once compliance tasks such as final accounts are filed, the task is automatically marked as complete and the next one generated, ensuring you never miss a deadline
Complete Client Deadline Management
Now Nomi Practice Management Software lets you manage the deadlines of clients who use other software packages. This ensures all your client management needs are consolidated in one place, irrespective of the software your clients use.
Expanding Compatibility, Enhancing Control
- Extended management feature to include deadlines of clients using other software packages
- Consolidate all your client management needs, regardless of your clients’ software preferences
Automate Record Requests
No more chasing clients for records. Nomi now features automated record requests based on deadline triggers, ensuring you receive client data on time, every time.
Simplified Record Collection
- Automated record requests triggered by deadlines
- Eliminate the hassle of manually chasing clients for records
Enhanced Email Integration
We’ve integrated OAuth2 email with Gmail and Office365 to streamline your communication within Nomi. Now, coordinating with clients and staff has never been easier!
Seamless Communication
- OAuth2 email integration with Gmail and Office365
- Streamlined communication with clients and staff from within Nomi
Streamline Your Bookkeeping with Dext Prepare Integration
Make your bookkeeping process more efficient with Dext Prepare integration. Pull through receipt and sale invoice data in Nomi bookkeeping, saving you time and reducing manual entry.
Simplified Bookkeeping
- Dext Prepare integration for efficient bookkeeping
- Pull through receipt and sale invoice data into Nomi bookkeeping
Fee Protector - Your Guard Against Scope Creep
We’re introducing the ‘Fee Protector’, a notification-based system designed to eliminate scope creep completely. Now, keep your project on track and within budget without any surprises.
Keep Scope Creep in Check
- New notification-based system, ‘Fee Protector’
- Designed to eliminate scope creep, ensuring projects stay on track and within budget.
Practice Management
Experience straightforward, transparent pricing with Nomi – no hidden fees and no unpleasant surprises! We believe in supporting your growth every step of the way, which is why there’s no minimum client requirement. Pay only for what you need as you scale your practice. With Nomi, profitability is achievable from your very first client – there’s no need to invest thousands upfront. We’re here to empower your success, right from the get-go. Choose Nomi, and watch your practice thrive!
£19+VAT
Per business, per month
- Send mass email & SMS
- End-to-end onboarding
- Automated Task Management
- Automated, onbrand LOEs
- Seamless client management
- Agent 64-8 integration with HMRC
- Document management
- Two-way email integration
It’s easy to start using Nomi
Simply register for a free 30-day trial today and a member of our team will be in touch to get you up and running.
“The best accounting software on the market”
- Start a free 30-day trial
- Book a 1-to-1 demonstration
- Sign up today and obtain a secret promotion
Want to chat?
We'd love to hear from you.
Frequently Asked Questions
Instant answers to the most common Nomi-related questions.
- How can Nomi streamline my client onboarding process?
- Does Nomi support various client types like LLPs, PLCs, and sole traders?
- How does Nomi handle task assignment and monitoring?
- Is there a built-in communication tool for client interactions?
- How does Nomi ensure I don't miss compliance deadlines?
- Does Nomi integrate with other bookkeeping and payroll software?
- Can I offer my clients access to Nomi’s bookkeeping, payroll, and self-assessment apps?
- How secure is my clients' data within Nomi?