Client portal
The client portal your clients will actually use.
Clients get a secure link, see exactly what you still need, and upload from their phone. No account, no password to forget. Nomo AI works out what's missing and follows up for you.
Free trial. No credit card required.
No more chasing tax docs.
- 01
Send a client their portal link.
One secure link. Nothing to install, no account to create.
- 02
They upload from any device.
Nomo AI recognizes each document as it arrives and checks it off.
- 03
Nomo AI follows up.
Reminders go out from templates you've signed off on, until everything's in.
Organized for you. Effortless for them.
Clients want it easy. You need it organized. The portal gives you both: one place for every document, and a few taps for your client.
- Your firm's branding is optional.
- Documents are encrypted at rest and in transit, on US servers.
- Works alongside your existing tax software.
Questions
Do 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.
Will reminders go out on their own?
Only from templates you've signed off on. Review a template once, and Nomo AI uses it to follow up until everything's in.
Can I use my firm's branding?
Yes. Add your logo anytime. The portal works without it too.
Is it secure?
Client documents are encrypted with AES-256 at rest and TLS in transit, on US servers.
How Nomo AI protects client dataGive your clients a portal they'll actually use.
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Questions, or want to see it first? Talk to a human.