How you work with TaxNAO
Client engagements, clearly structured
From the first conversation to ongoing care — one system for advice, appointments and documents.
Engagements as cases
Every client relationship as a structured case with history and tasks.
Consultation appointments
Schedule first conversations and follow-ups — with automatic reminders.
Share documents securely
Exchange and store documents with clients, DPDP-aligned.
Secure messaging
Message clients in-platform — no email clutter, the full thread kept on the engagement.
One engagement in TaxNAO
Onboarding client Priya Menon
How Kapoor Wealth Advisory takes on a new client — from the first meeting to a documented review, all in one place.
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Case created
Financial review 2025 · Priya Menon
One structured case holds the engagement — tasks, documents and every conversation.
Onboarding & goals Document checklist Review meeting -
Documents uploaded
Priya shares her documents securely
The client uploads everything herself — stored securely, no email attachments.
Salary_slips.pdf Insurance_policies.pdf Form_16.pdf -
Nexum AI
Meeting prep in seconds
I've summarized Priya's documents and drafted an agenda for the review. One insurance policy renews next month — shall I flag it for the meeting?
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Client message
Before our call, could you upload last year's ITR acknowledgement?
Done — just uploaded it. ✅
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Appointment set
Financial review meeting
18 July, 15:00 · video call, reminder sent automatically.
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Shared with the client
Review summary documented
Priya sees the summary and next steps in her 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.