Accounting practice workflow software
Keep the client journey connected from lead to invoice and renewal
Nuvoraq gives accounting firms one connected place for CRM, client onboarding, work, invoices, payments and renewals, with workflow intelligence to surface what needs attention next.
Nuvoraq is workflow and client-operations software. It is not tax filing, payroll or a general ledger replacement.
Reduce the handoffs between separate practice tools
The same customer record can move through commercial, onboarding, delivery and finance workflows instead of being recreated at each stage.
CRM and client pipeline
Track leads, opportunities and customer records before work begins.
Client onboarding
Collect information and documents, see what is missing and keep follow-ups visible.
Work and delivery
Turn won work into projects and tasks with owners, deadlines and status.
Invoices and payments
Create invoices, record payments and keep outstanding balances connected to the customer.
Renewals and ongoing work
Track contract expiry and renewal activity without losing the customer history.
Built for firms that want less repetitive admin
Keep leads, customers and active work connected instead of copying details between systems.
Use structured onboarding to collect information and documents before delivery work starts.
Keep important or uncertain actions behind human approval rather than hiding them inside automation.
Connect Xero where useful without making Xero a dependency for the rest of the workflow.
Common questions from accounting firms
Is Nuvoraq accounting practice management software?
Nuvoraq covers important practice-management workflows around CRM, client onboarding, work, invoicing, payments and renewals. It does not replace specialist tax filing, payroll or general-ledger software.
Does Nuvoraq work with Xero?
Yes. Xero can be connected where useful for approved customer information and finance workflows, while the rest of Nuvoraq can continue to operate independently.
Can we start with onboarding only?
Yes. A firm can start with a single client-onboarding workflow and connect more of the customer lifecycle later.