Get the best CRM software for accountants and bookkeepers to enhance your practice’s efficiency. Our user-friendly platform allows you to create quotes and send engagement letters for eSignature in just 30 minutes. Experience a seamless onboarding process designed specifically for accounting professionals. Join the many accountants and bookkeepers who trust our software to manage client relationships and streamline their operations effectively.
Experience the power of CRM software designed for accountants with Nomi. This innovative solution changes practice management by saving an average of 3 hours per client onboarding, equating to significant time savings throughout the year. Nomi automates routine tasks such as quote generation, client task management, and KYC checks, allowing accountants to focus on growth. With features like automated CS01 and Fee Protector, Nomi is the ideal choice for UK accountants looking to enhance their practice management. Start maximising your potential today!
Managing client relationships, onboarding new clients, and staying on top of deadlines shouldn't slow your practice down. Nomi's CRM software for accountants and bookkeepers helps you manage leads, client onboarding, communication, and workflows in one place, so you can spend less time on administration and more time supporting your clients.
Accounting firms can spend valuable time completing client checks, gathering information, and managing onboarding documents. Our CRM brings these processes together in one place.
Manage clients, automate workflows, and grow your practice with practice management software built around the way accounting firms work.
Convert more enquiries into clients with organised lead tracking.
Create proposals and start client relationships faster.
Use client onboarding software for accountants for fewer manual steps.
Accounting client management software to keep every client organised.
Keep your team organised and deadlines under control.
Stay ahead of important accounting deadlines.
Handle compliance tasks with less administration.
Store, share, and manage client documents securely.
Keep every conversation connected and easy to track.
Manage fees and payments without switching systems.
Get better visibility across your accounting practice.
Protect revenue and improve service profitability.
Nomi is a complete CRM for accountants that helps accounting firms attract leads, onboard clients, automate workflows, and maintain stronger client relationships.
Capture enquiries, track opportunities, and follow up faster with organised lead management.
Create quotes, send engagement letters, and complete client setup without unnecessary admin.
Bring client details, conversations, tasks, and documents together in one place.
Automate recurring work and keep your team focused on what matters.
Track services, payments, and client value to improve practice profitability.
See how Nomi helps accounting firms manage leads, onboard clients, automate workflows, and keep everyday practice tasks organised from one platform.
Watch the demo to explore how Nomi brings client management, compliance, communication, and practice workflows together helping you reduce admin and create a more efficient way of working.
Accounting firms often manage leads, client information, documents, deadlines, and communication across multiple tools. This creates unnecessary admin, missed follow-ups, and a disconnected client experience.
Purpose-built CRM software for accounting firms helps practices replace disconnected tools:
Free TrialGet access to powerful CRM software for accountants without complicated pricing structures. Nomi grows with your practice, with no minimum user requirements and flexible options designed for accounting firms and bookkeepers.
PricingIncluded with Nomi:
Simple setup. No training headaches. Nomi is built for accountants and bookkeepers who want to save time from day one.
Nomi CRM software is a customer relationship management tool designed specifically for accountants and bookkeepers. It helps manage client relationships, tasks, deadlines, and automates processes like quotes, LOEs, and KYC checks to save time and increase efficiency.
Nomi CRM software helps accounting firms reduce admin, organise client information, and manage workflows more efficiently. By bringing leads, onboarding, communication, deadlines, and client tasks into one platform.
Yes, Nomi CRM can save up to 3 hours per new client onboarding by automating tasks such as client setup, compliance checks, and document collection.
Yes, Nomi CRM helps you keep client communication and documents organised in one place with client records, document storage, client portals, and email integration.
Yes, Nomi CRM includes automated KYC checks to help accounting firms complete client verification faster and manage compliance requirements more efficiently.
Yes, Nomi CRM works with the wider Nomi platform to connect client management, onboarding, compliance, and practice workflows while reducing manual data entry.
Yes, Nomi CRM is designed with security in mind, helping accounting firms manage client data, documents, and communications safely with secure systems and data protection measures.
You can get started with Nomi CRM quickly, with setup designed to help accounting firms begin managing leads, clients, and workflows without lengthy implementation.
Yes, you can try Nomi CRM with a free trial to explore its features and see how it can support your accounting practice before making a decision.
