Manage your practice
with onboarding, tasks, proposals and engagement letters, and KYC/AML checks.
WhatsApp receipt capture
Send receipts on WhatsApp and let AI automatically capture and organise the details.
Bank feeds
Connect bank accounts and automatically import real-time transactions for accurate bookkeeping.
Task automation
Compliance that runs itself KYC filed automatically when nothing's changed.
Letter of engagement (LoEs)
Create, send, and e-sign client agreements, with easy tracking in one place.
CS01 filing
Automate CS01 filing with accurate, timely submissions and built-in compliance tracking.
Pension integrations
Submit pension contributions directly and run payroll for multiple clients together.
HMRC import
Automatically fetch HMRC tax data into client records, saving time and errors.
Tax questionnaire
Collect client tax information quickly using simple, automated digital questionnaires.
Supplementary page linking
Link tax forms and supplementary pages with the relevant Nomi modules to reduce duplicate data entry.
Value pricing matrix
Set client fees based on service value, scope, and complexity with a flexible pricing structure.
Company & LLP incorporation
Help clients set up companies and LLPs with registration, documentation, and incorporation support.
Bank feeds
Connect bank accounts and automatically import real-time transactions for accurate bookkeeping.
Task automation
Compliance that runs itself KYC filed automatically when nothing's changed.
Supplementary page linking
Link tax forms and supplementary pages with the relevant Nomi modules to reduce duplicate data entry.
Letter of engagement (LoEs)
Create, send, and e-sign client agreements, with easy tracking in one place.
CS01 filing
Automate CS01 filing with accurate, timely submissions and built-in compliance tracking.
Pension integrations
Submit pension contributions directly and run payroll for multiple clients together.
HMRC import
Automatically fetch HMRC tax data into client records, saving time and errors.
Value pricing matrix
Set client fees based on service value, scope, and complexity with a flexible pricing structure.
WhatsApp receipt capture
Send receipts on WhatsApp and let AI automatically capture and organise the details.
Tax questionnaire
Collect client tax information quickly using simple, automated digital questionnaires.
Company & LLP incorporation
Help clients set up companies and LLPs with registration, documentation, and incorporation support.
