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!
- 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.
- 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 pricing
There’s not often something that’s free in life. However, our practice management offering is. It’s the beating heart at the centre of everything Nomi has to offer and vital in our unique interconnected software offering. Take control of your practice with our free practice management solution.
- No hidden, post-sign-up fees
- Integrate your email provider
- Automatically generated deadlines
- Unlimited staff users, no extra cost
- Scale your practice to new heights!
Explore our other products
We recognise the modern practice needs flexibility. Which is exactly how we’ve designed Nomi, due to our modular nature you can pick and choose what modules you would like to use for your clients. Why not check out our bookkeeping, payroll, CRM or company secretarial modules?
Frequently Asked Questions
Instant answers to the most common Nomi-related questions.
Instant answers to the most common Nomi-related questions.
- How can Nomi streamline my client onboarding process?Nomi provides an intuitive client onboarding system, allowing you to easily input client details, select the services they require, and grant them access to their own personalized dashboard.
- Does Nomi support various client types like LLPs, PLCs, and sole traders?Absolutely! Nomi is built to accommodate all client types, including LTD, LLP, PLC, sole traders, and partnerships, ensuring a tailored experience for each.
- How does Nomi handle task assignment and monitoring?Through the CRM module, tasks can be assigned to individual team members, and their progress can be tracked in real-time. The default view showcases pending tasks, streamlining work allocation.
- Is there a built-in communication tool for client interactions?Yes, Nomi offers built-in email functionality, ensuring efficient communication between your team and clients, keeping all interactions consolidated within the platform.
- How does Nomi ensure I don't miss compliance deadlines?Once you input client details, Nomi's system automatically generates and schedules tasks based on compliance deadlines, ensuring timely submissions.
- Does Nomi integrate with other bookkeeping and payroll software?Yes, Nomi provides integrations with leading bookkeeping platforms like Xero and Quickbooks, and has features that simplify payroll, making it a comprehensive practice management tool.
- Can I offer my clients access to Nomi’s bookkeeping, payroll, and self-assessment apps?Certainly! You can invite your clients to download and utilize Nomi's suite of apps at no additional charge, enhancing their financial management experience.
- How secure is my clients' data within Nomi?Data security is a top priority for Nomi. We employ industry-leading encryption and security practices to ensure all client information is safeguarded.