Built into your practice
Nexum does the busywork
A co-pilot built into TaxNAO — it handles the repetitive parts of running a practice so you can focus on the advice only you can give.
- Catch up in seconds One click and Nexum summarises where any case stands and what's next — from your own notes and messages.
- Draft replies First-draft client answers in their language and your tone — you review, edit and send.
- Triage requests New requests sorted and summarised so you see fit and priority at a glance.
- Remember every client An anonymised AI profile per client keeps every answer in context, without re-explaining.
The platform
Everything your practice needs, in one place
A marketplace to win clients and a workspace to run the work — with Nexum built in.
Win new clients
Get matched with clients actively looking for an advisor.
Cases & bookings
Track every engagement, request and appointment in one place.
Messages & documents
Talk to clients and exchange documents securely.
Team & roles
Add teammates with the right access as you grow.
Why advisors choose TaxNAO
The marketplace to grow your practice and the AI to run it — without the busywork.
AI does the busywork
Nexum drafts replies, catches you up on cases and triages requests, so admin takes minutes, not hours.
0% commission
Keep what you earn — flat monthly plans, no per-booking cut.
Real clients, matched
Get matched with clients actively looking for an advisor.
You stay in control
AI is anonymised and you approve every reply — you remain the responsible professional.
Everything in one place
Clients, cases, messages, documents and your team in a single workspace.
Built to grow
Add teammates, raise your plan and scale as your practice grows.
Spend your time on advice, not admin
TaxNAO gives you the marketplace to grow and the AI to run it — Nexum drafts, catches up and triages so the busywork takes minutes, not hours.
- Get matched with clients actively looking for an advisor
- Let Nexum draft replies and catch you up on every case
- Triage incoming requests by fit and priority in one view
- Keep every client in context with an AI client profile
Security & Trust
Your data stays safe in India
TaxNAO runs on cloud infrastructure hosted in India — with encrypted connections, verified professionals and secure payment processing.
ISO 27001 and AES-256 encryption refer to the infrastructure operated by Amazon Web Services (AWS). Payments are processed PCI-DSS-compliant via Razorpay.