Lead management
Convert more enquiries into clients with organised lead tracking.
- Lead source tracking
- Task tracking
- Email & SMS follow-ups
CRM Software for accountants and bookkeepers
Managing client relationships, onboarding new clients, and staying on top of deadlines should not 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.
Automate tasks and connect contracts to workflows
Accounting firms can spend valuable time completing client checks, gathering information, and managing onboarding documents. Our CRM brings these processes together in one place.
Save an average of 3 hours per client onboarding and give your team more time to focus on higher-value work.
Our platform helps you:
Complete digital KYC and AML checks
Carry out detailed customer due diligence
Send professional clearance letters
Keep client information organised
Solve everyday challenges of accounting firms
Manage clients, automate workflows, and grow your practice with practice management software built around the way accounting firms work.
Quote & engagement letters
Create proposals and start client relationships faster.
- Pricing matrix
- Quote generation
- Digital Letters of Engagement
Client onboarding
Use client onboarding software for accountants for fewer manual steps.
- AML & KYC checks
- 64-8 agent authorisation
- Customer due diligence
- Professional Clearance letter
- Compliance data collection
Client management
Accounting client management software to keep every client organised.
- Client records
- Contact management
- Client activity history
Task & workflow management
Keep your team organised and deadlines under control.
- Task assignment
- Workflow automation
- Automated reminders
Deadline management
Stay ahead of important accounting deadlines.
- VAT deadlines
- Payroll deadlines
- Accounts & Confirmation statements tracking
Compliance & company secretarial
Handle compliance tasks with less administration.
- Automated confirmation statement filing
- Automated KYC
- Automated upselling of value added services
- Incorporation of companies and LLP's
- CS01 filing support
- Company secretarial management
- Automated Birthday Wishes
- Tasks management
- Timesheet deadline and document
Document management
Store, share, and manage client documents securely.
- Document storage
- Client portal access
- Secure sharing
Client communication
Keep every conversation connected and easy to track.
- Two-way email integration
- SMS communication
- Call history
- WhatsApp Integration
Billing & payments
Manage fees and payments without switching systems.
- Invoicing
- Payment tracking
- Direct Debit & GoCardless
Reporting & analytics
Get better visibility across your accounting practice.
- Client reports
- Timesheet reports
- Practice insights
Practice profitability
Protect revenue and improve service profitability.
- Fee Protector
- Timesheets
- Pricing Matrix
Manage your entire client journey with Nomi
Nomi is a complete CRM for accountants and bookkeepers that helps to attract leads, onboard clients, automate workflows, and maintain stronger client relationships.
Find & convert better leads
Capture enquiries, track opportunities, and follow up faster with organised lead management.
Lead trackingEmail & SMS communication
01
Win clients with faster onboarding
Create quotes, send engagement letters, and complete client setup without unnecessary admin.
QuotesLOEseSignaturesAML & KYC checks
02
Keep every client relationship organised
Bring client details, conversations, tasks, and documents together in one place.
Client recordsClient portalDocument sharingCommunication history
03
Stay ahead of practice deadlines
Automate recurring work and keep your team focused on what matters.
Task workflowsRemindersDeadline trackingCompliance tasks
04
Protect your time and revenue
Track services, payments, and client value to improve practice profitability.
Fee ProtectorPricing MatrixTimesheetsInvoicing
05
See Nomi CRM in action
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.
Why accounting firms need CRM Software
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.
Specially designed CRM software for accounting firms helps practices manage client relationships and replace disconnected tools.
Free Trial- Keep all client information in one organised system
- Reduce manual follow-ups and repetitive admin
- Improve client onboarding and communication
- Stay on top of deadlines and compliance tasks
- Create more time to focus on clients and growth
Manage your client journey with Nomi
From tracking enquiries to onboarding clients and managing ongoing relationships, Nomi's CRM software is designed specifically for accounting firms and bookkeepers.
Frequently asked questions
How can Nomi CRM Software improve my accounting practice?
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.
Can Nomi CRM manage client communication and documents?
Yes, Nomi CRM helps you keep client communication and documents organised in one place with client records, document storage, client portals, and email integration.
Does Nomi CRM software offer KYC checks?
Yes, Nomi CRM includes automated KYC checks to help accounting firms complete client verification faster and manage compliance requirements more efficiently.
Can Nomi CRM integrate with my existing accounting workflow?
Yes, Nomi CRM works with the wider Nomi platform to connect client management, onboarding, compliance, and practice workflows while reducing manual data entry.
How quickly can I get started with Nomi CRM?
You can get started with Nomi CRM quickly, with setup designed to help accounting firms begin managing leads, clients, and workflows without lengthy implementation.
Can I try Nomi CRM before purchasing?
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.
