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Why is CRM so important for accountants?

Author: Team Nomi

Why is CRM so important for accountants?

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Team Nomi

Sep 03, 2020

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Practice Management CRM
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One cloud suite that does it all.

Nomi provides all-in-one accounting software designed specifically for accountants and bookkeepers. With Nomi, you can manage bookkeeping, payroll, and taxes in one place. Improve client relationships through integrated CRM and practice management features, making your workflow smoother and more effective. Choose Nomi for a comprehensive solution tailored to your accounting needs.

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Product

Bookkeeping & VAT
CRM & onboarding
Final accounts & corporation tax
Payroll, pension & CIS
Practice management
Self-assessment & partnership tax
NomiPay
iwoca
Company secretarial software

Features

Mobile App (Scan receipts with OCR)
Bank Statement PDF to CSV converter using AI
Free Bank Feeds
Automatic Payroll Run and Submission
Pension Integrations and Bulk Payroll
Employer/Employee Portal
Tax Questionnaire
Import Data from HMRC
Multiple property wizard

Linking of supplementary pages with different modules
Letter of Engagement (LoEs)
Onboarding (KYC and AML checks)
64-8 Agent Authorisation Request
Tasks automation
Value Pricing Matrix
Incorporation of Companies and LLPs
Automated Confirmation Statement filing (CS01 Filing)

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020 4538 3550
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020 3021 2326
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© Nomisma Solution Ltd. All rights reserved. Registered in England and Wales. No. 08511463 Nomisma Solution Ltd is acting as an agent of TrueLayer, who is providing the regulated Account Information Service, and is Authorised and Regulated by the Financial Conduct Authority under the Payment Services Regulations 2017 and the Electronic Money Regulations 2011 (Firm Reference Number: 901096)