Create professional proposals in minutes with Nomi’s pre-populated templates. Simply update the client’s details, services, or pricing, and Nomi automatically picks up the changes throughout the document, so you don’t have to edit every section manually.
Spend less time preparing proposals, offer your services with confidence, and send accurate, consistent proposals to prospective clients.
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Manage the client onboarding process from start to finish. Send proposals and Letters of Engagement, complete KYC checks and customer due diligence, collect client information, and obtain 64-8 agent authorisation to get new clients ready for your practice.
Learn moreBuild quotes and service packages using Nomi's pricing tools. Create proposals and Letters of Engagement, then send them to clients for electronic signing.
Learn moreManage tasks, assign work to staff and track progress from one place. Nomi can generate automated tasks and year-end deadlines from client details, helping your team stay organised across client work.
Learn moreIncluded with Nomi Practice Management
Brilliant software which covers pretty much all practice needs. Support is outstanding when needed. The price isn't extortionate and so great for start ups. I've grown my practice from it's first clients up to many with the help of Nomi and its affordable efficient options for the different services.
We have been a client now for 6 years and run a small accountancy practice. It suits our needs and now the initial glitches have been ironed out it is a resource we can rely on. The software is intuitive and easy to navigate, the support is great and are always on hand to help out. Shout out to the Account managers too who do resolve any issues promptly.
As a bookkeeper I'm very satisfied with this software, especially with their customer support. I would like to extend my sincere thanks to Rahul, who was consistently patient and provided clear, helpful explanations from the very beginning of my learning process. His support made it much easier to understand how the software works.
Nomi is a software one can rely on. It is so intuitive, easy to use and with so many automated tools. Nomi is constantly developing and the team is the most supportive, patient and knowledgeable.
Bring your accounting and practice tools together with Nomi to create a smoother workflow for you, your team and your clients.
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Bring proposals, client onboarding, tasks, deadlines and practice management together in one place. Start your 30-day free trial and see how Nomi helps your accounting practice.
Try 30 day free trialYes. You can create proposals based on the services and fees that apply to each client's requirements.
Yes, Nomi lets you customise your services, fees, and packages to suit your accounting practice. You can create and reuse service templates, adjust pricing for different clients, and prepare proposals that reflect the services you offer.
Nomi helps you manage the next steps after a client agrees to your services, including onboarding, tasks and deadlines.
Nomi lets you manage client services and fees as part of your wider practice management workflow.
Nomi offers integrations with accounting and practice tools to help keep your existing workflow connected.
Nomi's proposal and practice management features are designed for accountants and bookkeepers who want to manage client work from one place.