Accounting CRM Platform
Single Source of Truth.
Purpose-built for accounting firms with government registry sync. Clean, validated client data flows seamlessly across every tool and system.
Free Your Team From Repetitive Data Entry
When a client's details change, the marathon begins. It's a cycle of duplicated effort and mounting compliance risk that actively holds your practice back.
Disconnected Data
Things are named differently in different systems... you have 'Family Trust' and 'Family Trust 2012' and nobody knows which is the live file.
Manual Re-keying and Errors
Your team is stuck in a loop of double-entry and spreadsheet exports. Every manual touchpoint is a risk for errors that undermine your work and require fixing later.
Out-of-Date Details
A director changes, an address is updated—but your records don't reflect it. This compliance risk silently grows until it becomes a real, expensive problem.
The End of Data Chaos
Nagaris creates a rock-solid, "self-healing" database that pulls from the source of truth and pushes to every tool you use.
Trust Your Data, Automatically
Data enters your practice once and is validated against government registries. Nagaris automatically detects and flags changes, creating a "self-healing" database you can finally trust.
Create a True Single Source of Truth
Data enters your practice once and flows everywhere it's needed—XPM, your billing system, and more. Eliminate duplicate data, naming inconsistencies, and manual re-entry for good.
Onboard Same Day, Not Weeks
A streamlined onboarding process sits on a foundation of accurate data. Guide clients through a simple experience where Nagaris pre-fills information from government sources, automates ID verification, and gets you everything you need the first time.
Stop firefighting bad data. Nagaris gives your firm a single source of truth that connects to every tool you use. It’s the foundation for a more efficient, compliant, and profitable practice.
Simple, transparent pricing
All features included on all plans. Choose the right package for your team size. No hidden fees.
All plans include all features:
- Automated Client Onboarding
- Single Source of Truth
- Government Data Sync
- Pricing & Scope Tools
- Robust Data Security
- XPM Integration
- Unlimited Client Records
- Multiplayer Collaboration
- Priority Support
Ready to see it in action?
Book a free, no-obligation demo and discover how Nagaris can streamline your practice, eliminate manual work, and create profitable client relationships from day one.