Nomisma’s latest software updates and future development plans

3rd Apr 2020
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Nomisma CRM WorkflowTeam Nomisma have been busy over the past few months bringing major changes to its online accounting suite. As a pure SaaS solution, we believe the best practice is to keep up with market technology changes and most importantly listening to customer suggestions to improve our existing product offering by implementing new feature requests.

Major software updates in the recent past

Our biggest release this year has been Nomisma’s CRM module. Features include:

  • Sending of personalised bulk emails and text messages to stay in contact with clients and prospects
  • Produce quotes using our pricing matrix allowing you to apply the concept of value-added pricing with ease
  • Auto generate quotes, contracts and letters of engagement
  • Digital e-signature facility for letters of engagement
  • Onboarding that will guide the user to complete tasks through a sequence of anti-money laundering checks, agent authorisation with HMRC, professional clearance, billing arrangements and data collection, fulfilling every compliance need
  • Company secretarial module enabling users to file confirmation statements, incorporate limited companies, maintain share registers, and update officer information or registered office addresses

In addition to the CRM module, we introduced a new user interface to ensure easy access and a more intuitive working experience across all modules.

Another major update included partnering with Truelayer for Bank Feeds to automate the data entry process of bank transactions into our bookkeeping module. Instead of uploading bank transactions manually you can connect to the bank directly and all you need to do is complete the reconciliation process.

Agent Dashboard

Current software updates – April 2020

Our newest API integration is with WalkMe. A Digital Adoption Platform (DAP) making it effortless to use Nomisma with proactive step-by-step guidance. It empowers users to complete tasks easily in the moment of need.

Self-Assessment for 2019/2020

  • An easy to fill smart questionnaire which can be sent in bulk to gather your client’s personal tax details
  • Has passed the HMRC 2020 test case recognition process for individual and partnership tax returns
  • New taxpayer status – welsh
  • Legislative changes have been applied to SA101, SA103, SA105, SA106 and SA108
  • Legislative changes have been applied to capital allowances, SA801 and SA802

Accounts Production and Bookkeeping

  • Introduction of unpaid and unreconciled tabs on our customer and supplier reports
  • Ability to view a detailed line item report of transactions on our aged debtor/creditor analysis reports
  • Both reports can also be exported into a PDF or CSV


P60s will automatically be sent to the employer upon successful submission of FPS/EPS for the last payroll of the tax year.

Future development plans

  • Workflows for accounts production
  • Easy access links on dashboard for Journal entry, Trail balance entry, bookkeeping reports

If you would like to know more about Nomisma’s offering, contact Ash or Stacy for a free demo and trial – tel: 020 3021 2326 or email: [email protected]