Practice Management Software for Client Success
By using accounting practice management software, client onboarding becomes intuitive and simple. This platform accommodates all client types, including limited companies, sole traders, and partnerships, allowing you to assign tailored services for each client and meet their unique business needs.
Client Onboarding Made Easy
- Accommodates all business types: LTD, LLP, PLC, sole traders, partnerships.
- Tailor services to each client's unique needs and profile.
- Create and assign login credentials for client transparency and ease.
- Provide dedicated bookkeeping, payroll and self assessment apps at no extra cost.
Task Management and Deadline Tracking
Manage your tasks and deadlines with our accounting practice management software. Just enter client details, and the system generates deadlines and assigns tasks automatically. Easily add and delegate tasks to staff members, ensuring smooth operations for accountants and bookkeepers.
Achieve Success with Smart Task Management
- Automatically generate deadlines and tasks from client details.
- Add unlimited staff members for collaboration and productivity.
- Assign tasks to staff, enabling status updates and progress tracking.
- Built-in email for each staff member enhances communication.
- Compliance tasks auto-complete, generating next deadline, preventing misses.
Client Deadline Management for Your Practice
With our accounting practice management software, you can manage client deadlines seamlessly, regardless of the software they use. Consolidate all your client management needs in one place for maximum productivity and organisation.
Improving Client Deadline Management and Control
- Manage client deadlines across software with our practice tool
- Consolidate client needs in one place, no software barriers
Automate Record Requests
With accounting practice management software, automate record requests based on deadlines. No more chasing clients - receive essential data on time, every time, for smoother operations.
Easy Solutions for Record Collection Process
- Automated record requests are triggered based on deadlines, ensuring timely data collection from clients.
- Eliminate the need to chase clients manually for essential records and information.
Email Integration for Improved Productivity
Integrate OAuth2 email with Gmail and Office365 in your practice management software. This feature enhances communication, making it easier for accountants and bookkeepers to coordinate with clients and staff seamlessly.
Email Integration for Better Communication
- Integrate OAuth2 email with Gmail and Office365 for seamless communication.
- Enhance client interactions directly within your practice management software.
- Coordinate effortlessly with clients and staff through integrated tools.
- Improve collaboration between accountants and bookkeepers using email integration.
- Access all communication in one place for better organisation.
Integrate Dext Prepare for Seamless Bookkeeping
Enhance your bookkeeping with Dext Prepare integration. Automatically import receipt and invoice data, saving time and minimising manual entry for accountants and bookkeepers. Experience seamless financial management today.
Easy Dext Prepare Integration for Bookkeeping
- Dext Prepare integration streamlines your bookkeeping tasks seamlessly
- Automatically import receipt and invoice data for accuracy.
- Reduce manual entry time with automated data extraction features.
Fee Protector - Your Guard Against Scope Creep
Introducing our accounting software with the Fee Protector feature, designed to eliminate scope creep. Keep your projects on track and within budget, avoiding unexpected surprises.
Keep Scope Creep in Check
- Introducing the Fee Protector: a notification-based system for projects.
- Eliminate scope creep to keep projects on budget and schedule.
Practice Management Software
Manage your accounting practice with Nomi's transparent pricing. No hidden fees, no minimum client requirement – pay only for what you need. Achieve profitability from your first client, without investing thousands upfront. Empower your practice's growth with Nomi's flexible, scalable accounting practice management software.
- 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
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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?