AI for tax professionalsNo more chasing your clients.
Nomo AI makes it effortless to gather all the tax documents and details you need from your clients. You get the organization and speed you need, and clients get the hassle-free experience they want.
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Questions, or want to see it first? Talk to a human.
Nomo AI makes tax document collection effortless, for you and your clients. It knows what’s missing, and chases it for you.
Nomo AI makes it frictionless for your clients to get you their docs and details, and you still get the organization you need. No more trade-offs.
How the client portal worksTax research with Nomo AI gets answers from Claude, ChatGPT, and Gemini. No more wondering which AI is best.
How tax research worksEvery client's documents, details, and status in one place. No more logging into multiple systems to see the full picture.
How All clients worksYour clients' data stays protected. Nothing sends without you.
How Nomo AI protects client data- Nomo AI passed CASA, the independent security assessment Google requires before an app can access Gmail.
- Social Security numbers, EINs and bank account numbers are redacted before any AI model sees them. If redaction fails, nothing goes to the AI.
- Your client data is encrypted in transit and at rest, on US servers.
- Your client data is never used to train AI models.
- Every reply waits for your review, and reminders only use templates you've signed off on.
Up and running in under five minutes.
- 01
Sign in with Google or Microsoft.
Tax research is ready the moment you're in.
- 02
Add the Chrome extension on your computer.
It opens beside Gmail. Nothing to configure.
- 03
Send a client their portal link.
Nomo AI works out what's missing as they upload, and follows up. Your firm's branding is optional.
Free trial. No credit card required.
See plans and pricingQuestions tax pros ask first.
Is Nomo AI accurate enough for tax work?
Nomo AI's answers cite the code sections they rely on, so you can check the source first. In tax research you can also compare Claude, ChatGPT and Gemini side by side and see where they agree. Nothing reaches a client until you've reviewed it.
Claude, ChatGPT or Gemini: which AI does Nomo AI use?
All three. In tax research, Nomo AI asks Claude, ChatGPT and Gemini side by side and shows you where they agree.
Is it safe to use with client information?
Yes. Social Security numbers, EINs and bank account numbers are redacted before any AI model sees them, your client data is never used to train AI models, and Nomo AI passed CASA, the independent security assessment Google requires for Gmail access.
How Nomo AI protects client dataWill Nomo AI email my clients on its own?
Replies are drafts. They wait in Gmail until you review and send them. Reminders about missing documents go out only from templates you've approved.
Does it work with Outlook?
Tax research works with any email, Outlook included. The inbox side panel runs in Gmail today, and Outlook is coming.
Join the Outlook waitlistDo my clients need an account to use the portal?
No. Clients get a secure link, see exactly what you still need from them, and upload from their phone. No password to forget.
Who is Nomo AI for?
Tax preparers, Enrolled Agents and CPAs, from solo practices to growing firms. Nomo AI was built inside a working tax firm.
How much does it cost?
Start with a free trial, no credit card required.
See pricingNomo AI makes working with your clients effortless.
Your clients want speed, accuracy and no extra work. You need focus, volume and organization. With Nomo AI, there are no more trade-offs.
Free trial. No credit card required.
Questions, or want to see it first? Talk to a human.