How you work with TaxNAO
Customer engagements clearly organized
From first contact to ongoing care — one system for customers, appointments and documents.
Engagements as cases
Every customer relationship as a structured case with tasks and history.
Appointments & reminders
Schedule consultations and send automatic reminders.
Share documents securely
Exchange and store documents with customers, DPDP-aligned.
Secure messaging
Message customers in-platform — no email clutter, the full thread kept on the case.
One engagement in TaxNAO
Onboarding customer Mr Reddy
How Sethi Insurance takes on a new customer — from the first review to a documented cover overview, all in one place.
-
Case created
Cover review · Mr Reddy
One structured case holds the engagement — tasks, documents and every conversation.
Needs assessment Policy checklist Review meeting -
Documents uploaded
Mr Reddy shares his policies securely
The customer uploads his existing policies himself — stored securely, no email attachments.
Health_policy.pdf Motor_policy.pdf Term_policy.pdf -
Nexum AI
The policies, summarized in seconds
I've summarized Mr Reddy's three policies and noted that one renews next month. Want me to draft an overview for the review?
-
Customer message
Could you also upload your current home insurance policy?
Done — just uploaded it. ✅
-
Appointment set
Cover review meeting
24 July, 16:00 · video call, reminder sent automatically.
-
Shared with the customer
Cover overview documented
Mr Reddy sees the overview and next steps in his portal — everything in one place.
Nexum AI
Your AI co-pilot — in every engagement
Nexum drafts replies, summarizes documents and researches. You stay in control and approve every draft.
- Draft replies Nexum pre-writes client messages and emails — you review and send.
- Summarize documents Long documents and threads distilled to the point in seconds.
- Research faster Ask about the matter and get a well-founded draft as a starting point.
- In the client's language Write content automatically in your clients' preferred language.
Find the Right Plan
Simple, transparent pricing. No hidden fees, no commission — and every plan includes Nexum AI.
Free
- Up to 3 active clients
- Basic profile listing
- Messaging & calendar
- 20,000 Nexum AI credits / month
- AI models: Fast
- Email support
Starter
- Up to 100 active clients
- Profile listing
- Messaging & calendar
- 2,000,000 Nexum AI credits / month
- AI models: Fast
- Document management
Professional
- Up to 240 active clients
- Priority listing
- Advanced analytics
- 5,000,000 Nexum AI credits / month
- AI models: Fast, Standard, Pro
- Professional badge
Business
- Unlimited active clients
- Highest priority listing
- Dedicated support
- 13,000,000 Nexum AI credits / month
- AI models: Fast, Standard, Pro, Max
- Team management
All plans include full platform access. Upgrade or downgrade anytime.