NexFirm brings every client engagement into one place — engagement letters signed online, recurring compliance work scheduled automatically, and every task and hour tracked against the client it belongs to.
Every client, engagement, stage and milestone in one place — with full history and upcoming renewals visible at a glance.
Set monthly, quarterly, annual or ad-hoc cycles per service so recurring bookkeeping, VAT and tax work schedules itself.
Draft, version, send and collect signatures on engagement letters — built in, with no separate e-signature subscription.
Clients complete onboarding, answer requirement lists and upload documents in one secure workspace instead of email threads.
NexFirm is a practice management platform for accounting, bookkeeping and tax firms. It connects the work your firm delivers — client onboarding and KYC, engagement letters, recurring compliance cycles, tasks, documents and team hours — with the back-office administration that keeps the firm running. One system, one source of truth, and real-time visibility into exactly where every engagement stands.
Engagements, approvals and signatures are recorded with a full activity trail — so you always know who did what, and when.
From a two-partner bookkeeping practice to a multi-office firm, NexFirm scales with the clients and engagements you take on.
Five connected modules — from client onboarding through to engagement delivery — running on a single platform, so your firm stops working across disconnected tools.
Give clients a secure self-service workspace to complete onboarding, submit documents, respond to questionnaires, and track the progress of their requests without scattered emails or manual follow-ups.
Streamline support across departments with NexFirm’s intuitive ticketing platform. Assign issues to HR, Admin, or IT instantly and monitor progress with a unified view of approvals and rejections from the Super Admin dashboard.
Empower teams to focus on what matters most. NexFirm’s task manager gives every employee a personalized dashboard to view, start, pause, or complete their assigned tasks with clear progress tracking.
Staff every engagement with the right people at the right level of authority. Assign an engagement partner, managers, reviewers and doers per client, then control exactly which services each member is allowed to open.
Spreadsheets, email threads and manual reminders cost you hours you could bill. NexFirm turns recurring engagements into templates that schedule themselves.
Partners should not have to chase a status update. NexFirm shows which engagements are on track and which need attention, right now.
Signatures and records scattered across inboxes slow every job down. NexFirm collects documents and e-signatures in one client portal.
Trusted by 500+ accounting and bookkeeping teams.
Give clients a secure workspace to finish onboarding, answer requirement lists, upload documents and follow the progress of their work — instead of a chain of emails and follow-up calls.
Track every engagement from onboarding to renewal. Stages, milestones, the team assigned and the services included all sit on the client record — so any partner can pick up the file and know where it stands.
Know what each engagement really costs to deliver. Hours are logged against the task, service and client, with estimates set up front and actuals recorded as the work happens.
Turn each engagement into assigned, dated, trackable work. Apply a service template and the task list builds itself — then repeats on the cycle you set for that client.
Work with other firms without leaving your system. Invite a collaborating firm, hand over an engagement or share resource, exchange KYC documents and escalate when something needs partner attention — all tracked, all in one place.
Accountancy practices are relevant persons under the UK Money Laundering Regulations, and US firms run an equivalent customer identification programme. NexFirm turns due diligence from a folder of emailed scans into a tracked workflow with a record you can produce on request.
Build your requirement list — photo ID, proof of address, incorporation documents. Mark each item required or optional and set the order it is asked in.
Requirements go to the named contact person in the client portal rather than as email attachments, and submission, status change and completion each notify the people who need to know.
Review each document and verify it, or reject it with a reason so the client knows exactly what to re-upload. Nothing sits unresolved in somebody's inbox.
Every decision is stored with the document, stamped with who verified it and when — the record-keeping trail your supervisory body expects to see.
See which clients still have items outstanding — by requirement and by contact person — instead of rebuilding the picture from memory each time.
“Engagement letters used to take a week of back and forth. Now we send the letter from NexFirm and it comes back signed the same day — with the signed copy already filed against the engagement.”
“We built one template for monthly bookkeeping and applied it across every client. The work now schedules itself, and every file gets done the same way regardless of who picks it up.”
“Chasing clients for documents was the worst part of every filing season. They now upload everything through the portal, and we can see exactly what is still outstanding.”
“I can see every open engagement, who owns it and whether it is running over the hours we budgeted. That visibility changed how we plan the whole busy season.”
“Client records, KYC documents, engagements and our own team admin all sit in one system now. We retired two separate tools and a lot of spreadsheets.”
Your clients' financial records deserve the same care you give their accounts. NexFirm is built so that access is controlled, activity is recorded, and each firm's data stays its own.
Client records are encrypted in transit and at rest.
Staff see only the clients and engagements they are assigned to.
Every firm's data is separated from every other firm on the platform.
Approvals, signatures and record changes are logged with who and when.
Your clients trust you with sensitive personal and financial information. NexFirm is built so that data stays protected, access stays controlled, and you can always show how it has been handled.
Client records belong to your firm. We hold them only to run NexFirm for you — never to sell, share or repurpose.
Staff see only the clients and engagements they are assigned to, right down to individual document folders.
Changes are logged with the person who made them and the time, so you can always see who did what.
Identification documents and client files are exchanged in the portal, instead of sitting in email inboxes you cannot control.
If a client asks what you hold about them, or asks you to correct or remove it, you can find it and act without digging through folders.
If anything ever affects your data, we tell you straight away so you can act — no waiting to find out.
