You generate the leads

  • Nomisma acts as your very own lead database
  • Keep track of last contact time making follow-ups easy
  • Integrate your email address and send email in bulk
  • Send one-way SMS for improved response rates

Create quotes & LOEs in minutes

  • Our menu pricing system makes creating quotes easy
  • Simply select services, pricing drivers and hit generate
  • We’ve researched and built a pricing matrix that’s ready to use
  • Generate an LOE and send for eSignature within seconds

End-to-end onboarding process

  • Perform a digital AML check for just £2+VAT
  • Send HMRC a request for 64-8 agent authorisation
  • Generate and send a letter of professional clearance
  • Gather all VAT, PAYE and other compliance data required

Maintain great client relationships

  • Store all incoming and outgoing emails in each client record
  • Provide GDPR compliant document portals to all clients
  • Eliminate scope creep thanks to our fee protector functionality
  • Use workflow emails to request records automatically

CRM & onboarding pricing

Pricing you’ll love, simple and straightforward! There’s no minimum number of users, just pay as you grow. Digital AML checks are an optional extra and can be purchased within Nomisma for just £2+VAT per submission.

Free trial
Per user, per month
  • Free client portals
  • Send unlimited SMS
  • Store unlimited leads
  • Store unlimited documents
  • Built for accountants & bookkeepers
  • Two-way email integration

Explore our other products

We recognise the modern practice needs flexibility. Which is exactly how we’ve designed Nomisma, due to our modular nature you can pick and choose what modules you would like to use for your clients. Why not check out our bookkeeping, payroll or final accounts & self-assessment modules?

Discover cloud bookkeeping

Cloud-based bookkeeping software that helps business owners grow, get on top of their finances, make better financial decisions, collaborate with their accountant or bookkeeper and build more profitable businesses. The monthly fee includes linked final accounts, corporation tax and self-assessment submissions.
Find out more

Discover cloud payroll

Submit EPS, FPS and P11D to HMRC, file pensions directly to the most popular pension providers and provide your clients with their very own employee payslip portal. Where Nomisma has been designed from the practitioners' perspective, we've designed features that provide significant time savings such as bulk tax code downloads, completely automated payroll and email integration.
Find out more