Engage a group.
Work starts.
One engagement for every entity in the group. Onboarding, ID verification and payment all in one self-service flow. Jobs auto-created.
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, automatic ABR validation, client self-serve, and jobs created instantly.
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
Group-first Engagements. Trusts, companies & individuals on one proposal - priced together or separately.
Instant Workflows. Jobs, budgets, and tasks auto-create the moment the client signs.
Government-Connected. Validated via ABR with enforced formats so bad data can’t enter.
Multiplayer Onboarding. Clients self-complete ID checks, payments, and info gathering in minutes.
You can now send one engagement per family group.
Engage trusts, companies, SMSFs, and individuals from a single screen.
Group-first Engagement. Every entity in one engagement letter.
Instant Workflows. Group pays together, split individually, or custom.
Government-Connected. Clients sign once for the entire group.
Multiplayer Onboarding. See the full picture at a glance.
The signature pulls the trigger.
Client clicks "Accept" — setup is instant, work goes straight to production.
Auto-Creation. Jobs and budgets from engagement line items.
Zero Admin Lag. Tasks assigned to your team's queue.
Perfect Profitability. Scope and pricing locked from minute one.
Complete Audit Trail. Every action timestamped.
Stop "Garbage In, Garbage Out". Build on live government data.
Nagaris validates entities against Government Registries in real-time.
ABR Sync. Validate ABN, ACN, GST instantly.
Self-Healing Database. Enforced formats match your systems.
One Clean Record. Never wonder which details are correct.
TFN Self-Service. 5 ways for clients to find it without you.
Complete full onboarding in minutes, not weeks.
Clients self-serve while they're engaged — in one guided flow.
Future-Proof Compliance. ID scan + selfie for AUSTRAC/TPB.
Flexible Payments. Deposit, retainer, or on completion.
Simple Linking. Xero, MYOB, QuickBooks, ATO via guided wizards.
Conditionally Smart. Asks the right questions per entity type.
Grow your firm without doubling your admin chaos.
One view, one system, one source of truth for your whole team.
Multiplayer Mode
Team and client see what's done and pending.
Clear Status Tracking
No duplicate work, no dropped balls.
Prospect Tracking
Capture leads before they become clients.
Scale Without Chaos
2 onboardings or 50 — same process.
"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
Government Data Sync
Client Onboarding Portal
Ethical Clearance Letters
Auto-payment Reconciliation
Profitability Tracking
Payment Processing & Add-ons
Transparent rates and simple expansion options.
Bank Direct Debit
1% + 30¢
Capped at $5 per transaction
Credit card
1.95% + 30¢
Can be paid by client
auto id verification
$5.00
Per individual check
(Selfie + ID)
additional client block
$99
/Month
Add 500 active clients
storage pack
$29
/Month
Add 100GB storage
Built for Complex Firms
For firms that need advanced security, compliance and dedicated migration support.
Usually responds within 24 hours