Everything your practice runs on
Nagaris puts proposals, AML checks, e-signing, client queries, phones, SMS, meeting notes, team chat, jobs and document search on one client file, with Ask Nagaris working across all of it.
Win and onboard clients
Engagement letter software for family groupsPut trusts, companies, SMSFs and individuals on one proposal and one engagement letter. Price together or per entity. Clients sign once.Client onboarding software for accountantsNew clients prefilled from the ABR, then sign, pay, verify ID and add TFNs and documents on their phone. Jobs land in your team's queue.AML/CTF software for accounting firms in AustraliaClient ID via bank or selfie, PEP and sanctions screening, KYB, risk assessment and review dates on one screen. Supports your firm's AML/CTF program.E-signature for accountantsSend any PDF for signing. Signers open a link on their phone, with no account or app, and the signed copy files itself with an audit certificate.Direct debit, PayID and card payments for accountantsCapture payment details when clients sign, then charge on completion or on a schedule. Direct debit and PayID 1% + 30c capped at $5.
Do the work
Ask NagarisAsk Nagaris knows your clients, jobs, timesheets, emails and documents. Ask in plain English, hand it the work, and approve every change.Workflow and job tracking for accounting firmsOne Services list for every client, service and period: who it's waiting on, and whether it's billed and paid. Unbilled work found for you.BAS workpaper software for Xero clientsA full, reviewer-ready BAS workpaper drafted and checked for each Xero file. Every label traced to transactions. $15 a BAS.Client queries by SMS and email, no portal loginSend clients the questions you need answered. They tap a link, answer on their phone, upload photos, and answers file on the client and the workpaper.Document Search for Accounting FirmsFind any client document by what it says, even a scan saved as scan.pdf. Nagaris reads every page, knows accounting terms and searches SharePoint.Timesheet Software for AccountantsNagaris Time Tracker drafts each person's day from their desktop, email and calendar. They check it and approve it. Nothing new to type.
Talk to clients and each other
Phone System for Accounting FirmsNagaris Phone puts your firm's calls inside the practice platform. Keep your numbers, AI receptionist, call recording and notes. From $59 a user.SMS for AccountantsText clients from your firm's own number. Replies land on the client file where the whole team can see them. 9 cents a text, no SMS plans.AI Meeting Notes for AccountantsThe Nagaris notetaker joins your client meetings, writes the summary and actions, and files notes and video on the client. $3 a meeting hour.Team Chat for Accounting FirmsTeam chat built into your practice: a room for every client, a channel for every team, and Ask Nagaris in every room. Conversations filed on the client.
Run the firm
WIP Reporting for Accounting FirmsAsk for WIP, lock-up, debtors, fees and jobs over budget in plain English and get the chart in seconds. Save it to a dashboard that stays up to date.Client Retention for Accounting FirmsNagaris Score weighs contact, billing, payments and email tone for every client group, gives one score, and recommends how to fix the relationship.
See Nagaris in action
A 30-minute walk-through with your own clients and questions.
Schedule a demo