Nagaris

The operational platform for modern accounting firms.

Nagaris solves the hidden problem slowing down accounting practices: fragmented operations. Client data lives in one system. Jobs in another. Documents somewhere else. Communications scattered across personal inboxes.

Nagaris connects every part of your firm into one clean platform — so winning a new client triggers everything that follows automatically.

Who it's for

Nagaris is built for accounting firms of all sizes — from boutique practices to multi-partner firms — where partners, accountants, and practice managers are spending too much time on admin and not enough time advising clients.

What it solves

• Winning a client shouldn't create a week of admin. In Nagaris, an accepted proposal automatically creates jobs, kicks off onboarding, and captures client data — without anyone lifting a finger.
• Client groups are complex. Your software shouldn't make that harder. Nagaris is built group-first, so every individual, trust, and company in a family group sits on one screen.
• Scattered communications slow your team down. Nagaris gives your firm a shared omnichannel inbox so client messages get answered faster — by the right person.
• Data decay costs you credibility. Nagaris keeps client data clean and consistent across your connected systems, so your team is always working from a single source of truth.

Key capabilities

• Smart proposals that auto-create jobs on acceptance
• Group-first client structure with full entity visibility
• Shared team inbox for all client communications
• Document management with instant deep search
• Built-in compliance tools and ATO data sync
• Flat monthly pricing — no per-user fees

One platform. Zero gaps.