For Practices
Run every client file from one workspace.
Nexus Balance Practice gives accounting and tax firms one place to track client books, monthly tax work, documents, and staff assignments.
Client portfolio
Status for every client, in one view.
Nexus Balance Practice
Client Portfolio
| Client | Books | Monthly Tax | Documents | Owner |
|---|---|---|---|---|
| Mekong Trading | Ready | In review | Complete | Dara |
| Lotus Services | In progress | Waiting | 2 missing | Sophea |
| Angkor Supply | Ready | Prepared | Complete | Vanna |
Capabilities
What practice teams can do.
- See every client's status for the current period in one list.
- Assign work to staff and track what is still outstanding.
- Collect and store client documents against the right period.
- Prepare monthly tax from the same records used for bookkeeping.
Capacity
Three planned packages.
Pricing is not published yet. Annual tax preparation is still in development.
Small practice
Up to 10 client files
Growing practice
Up to 40 client files
Established practice
Higher volume, discussed case by case