Nagaris.
Finally – A CRM Built
for Accountants, by Accountants
Automate your onboarding, clean up your client data, and eliminate admin chaos with Nagaris – the client relationship engine trusted by Australia's top sole practitioners.
Book Your Free DemoNagaris.
Finally – A CRM Built for Accountants, by Accountants
Automate your onboarding, clean up your client data, and eliminate admin chaos with Nagaris – the client relationship engine trusted by Australia's top sole practitioners.
Book Your Free Demo
Still Manually
Onboarding ClientsÂ
If you’re tired of:Â
-
Chasing clients for TFNs, IDs, or signed
engagement letters -
Fixing duplicate client records in Xero or Ignition
-
Wasting hours each week on admin tasks that should be automated
- Following up multiple times to get one form completed
- Juggling disconnected tools that don't talk to each other
Nagaris is your seamless solution.Â
Automate onboarding. Eliminate errors. Win back your time.
Still Manually
Onboarding ClientsÂ
If you’re tired of:Â
-
Chasing clients for TFNs, IDs, or signed
engagement letters -
Fixing duplicate client records in Xero or Ignition
-
Wasting hours each week on admin tasks that should be automated
- Following up multiple times to get one form completed
- Juggling disconnected tools that don't talk to each other
Nagaris is your seamless solution.Â
Automate onboarding. Eliminate errors. Win back your time.Â
Â
The Onboarding Engine You've Been Waiting For - Finally Here
Same-Day Onboarding
Turn weeks of onboarding into hours. Auto-fill ABN/ACN, pull client data from government sources, and automate ID verification — fast, accurate, and seamless.Â
Zero Scope Confusion
Quote with confidence. Set pricing by entity, period, and service type, with full control over what’s in or out of scope — no more fee disputes or surprises.Â
Clean Data Across Systems
Prevent duplicate records with instant ABR validation (ASIC coming soon). Keep Xero, Ignition, and your CRM fully synced — one source of truth, always.  Â
Delegation Made Easy
Empower your team. Let non-accountants handle scoping, quoting, and onboarding via simple, guided workflows. Directors no longer need to do it all.Â
Role-Based Access for Clients & StaffÂ
Control visibility at every level. Define who can view, edit, or manage key steps — ensuring secure collaboration, with access only when it’s needed.
Track Progress at a GlanceÂ
See exactly where every new client stands. Monitor completions, identify bottlenecks, and stay ahead of EOFY pressure with real-time dashboards. Â
Â
The Onboarding Engine You've Been Waiting For - Finally Here
Same-Day Onboarding
Turn weeks of onboarding into hours. Auto-fill ABN/ACN, pull client data from government sources, and automate ID verification — fast, accurate, and seamless.
Zero Scope Confusion
Quote with confidence. Set pricing by entity, period, and service type, with full control over what’s in or out of scope — no more fee disputes or surprises.Â
Clean Data Across Systems
Prevent duplicate records with instant ABR validation (ASIC coming soon). Keep Xero, Ignition, and your CRM fully synced — one source of truth, always.  Â
Delegation Made Easy
Empower your team. Let non-accountants handle scoping, quoting, and onboarding via simple, guided workflows. Directors no longer need to do it all.Â
Role-Based Access for Clients & StaffÂ
Control visibility at every level. Define who can view, edit, or manage key steps — ensuring secure collaboration, with access only when it’s needed.
Track Progress at a GlanceÂ
See exactly where every new client stands. Monitor completions, identify bottlenecks, and stay ahead of EOFY pressure with real-time dashboards.Â
Case Studies
Nicole Rosen
This system fixes the entire onboarding mess. Everything we want is in one place. It just ticks every single box.
Rhyll Tozer
Our biggest issue was onboarding. Sometimes it took months. We’re onboarding new clients faster than ever now
Rob Coorey
I’m not even needed to quote or close new clients anymore. Our BDM handles it all using Nagaris.single box.
Case Studies
Nicole Rosen
This system fixes the entire onboarding mess. Everything we want is in one place. It just ticks every single box.
Rhyll Tozer
Our biggest issue was onboarding. Sometimes it took months. We’re onboarding new clients faster than ever now
Rob Coorey
I’m not even needed to quote or close new clients anymore. Our BDM handles it all using Nagaris.single box.
Who Is Nagaris For? Â
-
Accounting Firms across Australia
-
Boutique firms with 1 - 30 staff and $300K-$5M turnover
-
Accountants ready to escape compliance chaos and reclaim their time
- Bookkeepers and advisors tired of chasing clients for onboarding paperwork
- Practices juggling multiple tools like Xero, Ignition, and spreadsheets
- Firms who want to scale without hiring more admin staff
- Time-poor professionals who value accuracy, automation, and simplicity
- Forward-thinking accountants looking to medernise their client experience
Who Is Nagaris For? Â
-
Accounting Firms across Australia
-
Boutique firms with 1 - 30 staff and $300K-$5M turnover
-
Accountants ready to escape compliance chaos and reclaim their time
- Bookkeepers and advisors tired of chasing clients for onboarding paperwork
- Practices juggling multiple tools like Xero, Ignition, and spreadsheets
- Firms who want to scale without hiring more admin staff
- Time-poor professionals who value accuracy, automation, and simplicity
- Forward-thinking accountants looking to medernise their client experience
Start Your Free Trial Now
Experience how Nagaris eliminates admin stress, streamlines onboarding, and frees you to lead your practice with clarity and control. Â
Book Your Free DemoStart Your Free Trial Now
Experience how Nagaris eliminates admin stress, streamlines onboarding, and frees you to lead your practice with clarity and control.Â
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