Ask anything.
Get it done.
Nagaris replaces the stack of tools your firm pays for: proposals, AML, e-signing, client queries, phones and SMS, meeting notes, team chat, job tracking and document search, all on one client file. Ask Nagaris works across all of it, so your team asks instead of searching.
The gap between "New Client" and "Work Started" used to be weeks. Now it's minutes.
Old Way
Five proposals, repeated data entry, weeks chasing paperwork, and sensitive data sent by email.
Trust Proposal
Company Proposal
SMSF Proposal
Sarah Smith Proposal
John Smith Proposal
“Can you send your ID?”
No reply
“Following up on your Trust proposal”
Viewed 12 days ago
“We are still waiting on your payment details”
Unopened
Nagaris way
One engagement, prefilled from the ABR. Clients sign, pay and onboard, and the work starts.
Proposal
Smith Family Group
ABR Validated
Trust
Company
SMSF
John
Sarah
Sign
Pay
Verify ID
Client Onboarding Completed
18 Tasks assigned
Ready in team queue
Ask Nagaris. Ask about anything on file, or hand it the work. It acts with your sign-off.
One Login, Not Twelve. Proposals, AML, e-signing, client queries, phones, SMS, notes, chat, jobs, documents and reports in one place.
One Client File. Every email, call, text, meeting, document and signature lands on the client.
Pay for What You Use. $1 signatures, $5 ID checks and $3 meeting hours. No subscription for every tool.
Ask anything. Hand over the work.
Ask Nagaris already knows your clients, jobs, timesheets, emails, documents and billing. At BPAG Accountants, 54 people used it nearly 2,000 times in two weeks. Ask for firm-wide WIP, invoiced and paid figures, or every outstanding task across the team, with more than 80 built-in skills like FBT Advisor and CGT Advisor.
Answers in Seconds. What’s overdue, over budget or unsigned, for one client or the whole firm.
Drafts the Email. Replies written from the client’s file, ready to edit and send.
You Approve. Every change and every email waits for your sign-off.
Runs on a Schedule. Morning briefs, WIP summaries and reminders, set up once.
A room for every client. A teammate in every room.
Team chat built into your practice: a room for every client, a channel for every team, and direct messages. Unlike a separate chat app, every conversation is filed on the client and Ask Nagaris is in every room.
@Ask Nagaris. Tag it in any room and it answers with the whole client file.
Hand It the Work. Create the job, draft the email or update the client, right in the thread.
Everything on File. Every conversation sits on the client record.
Threads and Mentions. Replies, reactions, files and a mentions inbox.
Every job, one list. Nothing missed.
One Services list shows every client, service and period, who it's waiting on, and whether it's billed and paid. We bring your existing job lists across for you.
One Services List. Saved views for My Work, Overdue, With Client and To Invoice.
Waiting On. See at a glance if a job is with the client, a signer or a third party.
Billing Read, Not Typed. Billing and payment come straight from the engagement and its invoices.
Missed Work Found. Every job is checked against your engagements and invoices, so unbilled work shows up.
BAS workpapers, done for you.
The BAS workpaper is drafted, checked and ready for review. Your team spends minutes reviewing instead of hours preparing. Not just a total: a full, reviewer-ready workpaper in a consistent format, for every client's Xero file.
Every Label Traced. Click any figure to see the transactions behind it.
Issues Explained. Every flag comes with the likely cause and a suggested fix.
Client Queries Sent. Questions go to the client by SMS, WhatsApp or email, with reminders.
Nothing Missed. Holds the BAS while bank lines are unreconciled. GST, PAYG, fuel tax credits and WET covered.
Questions answered on their phone. No portal password.
Send clients the questions you need answered by SMS or email. They tap a link, answer on their phone and upload photos, and the answers file themselves on the client and the workpaper. No separate portal, no logins, no chasing.
No Login, No App. Clients open a text or email and answer straight away.
Answers Filed for You. Every answer and upload lands on the client file and the BAS workpaper.
Reminders That Stop. Follow-ups go out on their own and stop the moment they answer.
Can't Answer? Say Why. Clients can pass on a question with a note, so nothing stalls.
One SMS number for the whole firm.
Text clients from your firm's own number, from any client, query or reminder. Replies land on the client file where the whole team can see them, not on someone's personal phone.
One Firm Number. Every text comes from, and comes back to, the firm.
Shared Inbox. See every conversation and who is handling it.
Filed on the Client. Texts sit beside emails, calls and meetings.
9¢ a Text. No SMS plans or bundles to manage.
Find any document by what it says.
Search the way you think. Ask for Robert's trust deed and Nagaris finds it, even when it was saved as scan.pdf. SharePoint search would never find it.
Natural Language Search. Describe the document, not the file name.
Reads Every Page. Scans, photos, old Word and Excel files and saved emails.
Speaks Accounting. Knows ABN, ACN, BAS, SMSF and the rest.
Edit in Place. Open and edit Excel workbooks without downloading them.
Any report. Just ask.
No report builder and no exporting to spreadsheets. Ask for the numbers you need in plain English and get the chart in seconds. Save it to a dashboard and it stays up to date.
WIP and Lock-Up. WIP, debtors and days outstanding, by partner, team or client.
Fees and Growth. Invoiced and paid, compared with last year.
Jobs Over Budget. Which jobs are running over, and by how much.
Slow Payers. Who owes what, and for how long.
Know which relationships need you, before the client leaves.
Nagaris Score weighs a range of factors for every client group, from how often you have been in touch and whether their invoices are up to date to the tone of their emails. It turns them into one score and recommends how to fix the relationship.
A Range of Factors. Contact frequency, billing, payments and email tone, weighed together.
One Score per Group. See at a glance which relationships are healthy and which are slipping.
What to Do Next. A recommended next step for every client at risk.
No Surveys. Built from what already happens with each client, so nobody fills anything in.
80+ Skills, battle-tested.
Ask Nagaris comes with more than 80 built-in skills, tested on real client work at our own firm. They just work.
FBT Advisor. Taxable values, exemptions and the right method.
CGT Advisor. Discounts, concessions and the cost base, step by step.
Division 7A. Loans, minimum repayments and the benchmark rate.
Your Own Skills. Teach it how your firm does things.
Signed on their phone. No account, no app.
Drop fields on any PDF and send it to clients or anyone else. Signers open the link on any phone, everything is already filled in, and the signed copy files itself beside the original.
No Account, No App. Signers open the link and sign, with an optional texted code.
Filled In Already. Name, date and a typed signature are ready. Signers check and sign.
Reminders Go Out. Nobody has to chase a signature by hand.
$1 a Document. Unlimited signers and a full audit certificate, with no monthly plan.
Timesheets that fill themselves in.
Time Tracker drafts each person's day from their desktop, email and calendar. They check it and approve it.
Drafted for You. Nothing new to type at the end of the day.
Review the Day. A clear view of where the time went.
Stopwatch. For the work that happens away from the screen.
Move Time Anywhere. Shift time to the right engagement in a click.
Your phones, inside Nagaris.
We port your existing phone numbers across, so every call works inside Nagaris. The client's file is on screen before you pick up, and the notes are written after you hang up.
Keep Your Numbers. We move your existing numbers across for you.
AI Receptionist. Answers, takes messages and puts callers through to the right person.
Notes and Tasks. Every call recorded and written up for you.
Unlimited Calls. Unlimited Australian calls from $59 a user, with your own number.
A notetaker in every meeting.
The Nagaris notetaker joins your meetings and writes them up, with calls and meetings together on the client's timeline.
Notes Written. A summary and the actions, ready when the meeting ends.
Pay by the Hour. $3 a meeting hour, not a monthly seat for everyone.
Keep the Video. Play it back on the client, or share it by link.
Filed on the Client. Notes, actions and the recording land on the client, not in another app.
One engagement for the whole family group.
Trusts, companies, SMSFs and individuals on one proposal, priced together or entity by entity. No proposal per entity and no fee per client.
Group-first Engagement. Every entity in one engagement letter.
Flexible Billing. The group pays together, entity by entity, or your own split.
One Signature. Clients sign once for the entire group.
Rapid Rollover. Copy last year's engagement in one click and it's ready as a draft.
The signature pulls the trigger.
Client clicks “Accept”. They sign and set up payment in the same step, and the jobs land in your team's queue, in XPM or straight from the engagement. Nobody re-keys a thing.
Auto-Creation. Jobs, services and budgets from the engagement.
Zero Admin Lag. Tasks assigned to your team's queue.
Payments That Match. Direct debit, card or PayID, matched to the invoice for you.
Complete Audit Trail. Every action timestamped.
Clean data, kept clean every day.
New clients are prefilled from the ABR, and every night Nagaris checks your records against XPM, CAS 360 and SF360.
ABR Prefill. Type the ABN and the entity details fill themselves in.
Nightly Checks. Spots where XPM, CAS 360 and SF360 disagree, and helps you fix it.
Duplicate Finder. Merges the same person XPM created once per client.
TFN Self-Service. 5 ways for clients to find it without you.
Anderson Johnson
AML in one screen. Your review in one more.
Your client fills in one form on their phone and verifies their ID with their bank or a selfie. You review everything and complete the risk assessment on one screen. No separate AML portal, no re-keying, no chasing.
One Screen for the Client. Details, AML questions and the declaration on one form, then ID verified through their bank (ConnectID) or photo ID and a selfie.
One Screen for You. ID result, PEP, sanctions and adverse media screening and company checks, side by side.
Risk Assessed With You. Risk factors fill in from screening and answers. You confirm the rating and the next review date is set.
$5 an ID Check. Company checks from $9, with ASIC extracts, directors and beneficial owners.
Everything else your practice runs on.
Email, documents, billing and reporting, in the same place as your clients.
Shared Mail
Every client email, shared with the team.
Smart Documents
SharePoint, searched by what files say.
Billing That Matches
PayID payments matched to invoices.
Reports You Ask For
Ask a question, save the chart.
"Nagaris is absolutely the best thing since sliced bread! The lag between client appointments and actually starting the work has been substantially reduced. I sent six ethical letters in the first day of using Nagaris!"
Donagh Chisholm
Accountant & Owner, Chisholm Accounting
Grow Your Firm. We Scale With You.
One proposal covers the whole group. Unlimited value.
Included in Every Plan
Unlimited Invoices
AML Risk Assessments
PEP & Sanctions Screening
Ethical Clearance Letters
Auto-payment Reconciliation
Profitability Tracking
Usage & Add-ons
No lock-ins, no bundles. Only pay for what you use.
Payments
Direct debit & PayID
Capped at $5 a payment
1% + 30¢
Cards
Debit and credit cards
1.95% + 30¢
Compliance
ID check
Bank-verified or photo ID, with PEP and sanctions screening
$5/person
Company check (KYB)
ASIC extracts, directors and beneficial owners
$9–$49/company
AI
Ask Nagaris
$1,000 credit for new firms, then pay as you go with a daily limit
Usage
BAS workpapers
Drafted, checked and ready for review
$15/BAS
Phone & meetings
Nagaris Phone
Unlimited Australian calls, your own number, recording and call notes
$59/user/mo
AI receptionist
Answers, takes messages and transfers, 24/7
50¢/min
SMS
From your Nagaris number
9¢/text
Notetaker
Recording, transcript, notes and actions
$3/hour
Documents & growth
E-signing
Unlimited signers, audit certificate included
$1/document
Storage
Files, emails and calendars
$29/100GB/mo
More clients
500 more active clients
$99/mo
White-glove onboarding Optional
We bring across your files, emails and calendars, index them so you can search by meaning, set up your firm and train your team. Includes your first 500GB, then $10 per GB.
From $5,000 one-off
All prices exclude GST.
Built for Complex Firms
For firms that need advanced security, compliance and dedicated migration support.
Usually responds within 24 hours