[ NexusMind for Accounting & CPA firms ]
Accounting Firms.
Client data lives in too many places. We connect intake, documents, deadlines and reporting into one system your whole firm can trust.
Harlow & Finch CPA · Client intake LIVE
T4 / employment slips3 of 3 receivedcomplete
Vehicle & mileage logrequested 2 days ago · reminder setwaiting
T1 deadlineApr 30 · 26 daysauto
Accounting Firms. Client documents in one place, not in your inbox.
What breaks
- Scattered client recordsClient information split across email threads, spreadsheets and portals — nobody has the full picture.
- Manual intake & onboardingThe same data re-typed at every new engagement. Slow for you, frustrating for clients.
- Deadlines tracked by memoryFiling dates live in heads, calendars and sticky notes. One miss costs real money.
- Reporting eats the weekendPartners assemble status and workload reports by hand, every single time.
What we build
- Nexus coreThe integration layer — every module and external tool connected through one hub.
- Client portalSecure intake, document requests and status — clients serve themselves.
- Document hubEvery engagement’s files in one place, versioned and searchable.
- Deadline engineFiling dates and obligations tracked automatically, with escalating reminders.
- Task workflowsStandard engagements become repeatable checklists with clear ownership.
- Firm dashboardWorkload, deadlines and engagement status across the whole firm, live.
Connects to QuickBooks · Xero · Sage · Microsoft 365 · Outlook · DocuSign · Dropbox · Stripe