For Tax & Accounting Firms
Manage accounting and tax for multiple clients.
For tax agencies, accounting firms, and bookkeeping providers managing multiple companies, staff, documents, and filing deadlines.
Built for firms
More than accounting software
Nexus Balance is also the operational platform your firm uses to run each monthly cycle.
Multi-client workspace
Every client company in one portfolio view.
Client accounting
Open a client's books without another login.
Monthly and annual tax
Prepare, review and track filings by period.
Work queue
See what needs attention, what is waiting and what is ready to file.
Staff assignments
Assign clients and tasks, and balance workload.
Document tracking
Chase missing client documents in one place.
Packages
Firm Starter, Firm Pro and Firm Enterprise
Capacity is based on the number of client companies you manage.